YourDesk – the studio working system for freelancers, companies and small inventive groups
YourDesk is an entire, self-hosted net software that replaces the pile of instruments a small studio often runs on – a CRM, a mission board, a time tracker, an invoicing app, a client-update electronic mail thread and a notes doc – with one calm, fantastically designed app that follows the order work really occurs in: win the work, ship it, receives a commission, maintain purchasers shut.
It’s a actual full-stack product, not a template. It’s constructed with React 19, TanStack Begin (server-side rendering), Tailwind CSS 4, Higher Auth and PostgreSQL, written in strict TypeScript, and ships with an embedded database so it runs with zero configuration by yourself pc. For manufacturing it deploys to Vercel in minutes, or anyplace you may run Docker or Node.js.
Dwell demo: https://yourdesk-demo-olive.vercel.app – open the sign-in web page and click on Log in to demo account. No registration is required. The demo is shared, so its knowledge is reset every now and then.
Necessary: exterior companies and extra prices
Disclaimer. YourDesk connects to exterior companies which can be not included along with your buy of this merchandise. The AI Agent requires an xAI account and API key. Paid plans and checkout require a Stripe account and/or a PayPal account. Signal-in with Google requires a Google Cloud OAuth consumer. Sending and syncing electronic mail requires your personal electronic mail supplier (IMAP/SMTP, for instance Gmail). Working the product in manufacturing requires your personal internet hosting and a PostgreSQL database supplier (for instance Vercel and Neon).
Every of those companies requires its personal separate account and credentials, is ruled by its personal phrases and pricing, and might contain extra prices – similar to utilization charges, transaction charges or subscriptions – that the finish consumer pays on to that supplier. The creator of this merchandise shouldn’t be affiliated with these suppliers and doesn’t provide, resell or pay for them.
All of those integrations are optionally available. Purchasers, initiatives, proposals, invoices, the planner, time monitoring and consumer portals work with out the AI, fee and Google integrations.
Win the work
- Dashboard and As we speak – a morning transient written out of your actual knowledge: what’s due, what’s overdue, what wants you and what’s subsequent, with excellent and overdue cash at a look.
- Uncover – paste a consumer electronic mail, chat thread or name notes and get a lead document with analysis notes, the questions value asking and a draft proposal that already is aware of the room. Solutions are saved with the lead.
- Proposals – seven-page proposal paperwork (Cowl, Overview, Scope, Method, Timeline, Funding, Subsequent) in a alternative of seems to be, with voice drafting and PDF obtain. Share a public hyperlink the place the consumer reads and accepts or declines, and convert an accepted proposal right into a mission in a single click on.
Ship the work
- Initiatives – a four-lane board (To do, In progress, Assessment, Finished) with duties, subtasks, due dates, assignees, feedback, and the linked consumer, proposal and invoices on one web page. Begin a timer, increase an bill, write a consumer replace or ask the Agent from the mission header.
- Planner – the week at a look with scheduled duties and planner objects. Import an .ics calendar from a hyperlink or file and export your personal.
- Time monitoring – timers and guide entries per mission and per day, with approval of proposed time and totals prepared for billing.
Receives a commission
- Invoices – a composer with the shape on the left and the reside paper on the precise. Tax (inclusive or unique), deposits, a number of currencies, a number of visible seems to be, and your financial institution and PayPal particulars printed on the web page.
- A public bill hyperlink the consumer can open with out an account, statuses from draft to paid, automated overdue detection and ready-to-send reminder drafts.
Hold purchasers shut
- Purchasers – one web page per relationship with portal, updates, particulars, initiatives and historical past.
- Consumer portals – one shared hyperlink per consumer, no login wanted. Purchasers see progress, invoices and proposals, ship messages, add recordsdata, reply your requests and approve deliverables. Hyperlinks could be switched off, set to run out or rotated, and a switched-off or expired portal stops answering in every single place.
- Consumer updates and Mail – draft the precise progress notice from what really occurred and submit it to the portal. Join Gmail (with an App Password) or any IMAP/SMTP mailbox so consumer threads sit subsequent to the work. Mailbox passwords are saved encrypted.
AI Agent
- A persistent coworker for the entire studio that may search your workspace, summarise initiatives, listing due work and cash owed, and – along with your approval – create or replace purchasers, initiatives, duties, planner objects, time entries, proposals, invoices, consumer updates and emails. Greater than 40 actions in complete.
- Dangerous actions similar to sending, deleting or inviting at all times ask for affirmation. Each run is recorded with the instruments it used.
- Scheduled automations, remembered preferences, and a alternative of helper characters.
- Makes use of xAI fashions by your personal xAI API key (see the disclaimer above). Add a platform-wide key, or let every consumer add a private one. The Agent could be switched off for the entire deployment.
Run it as a product – the Ops console
- Platform admin space for customers, workspaces, model identify, mark and tagline, default foreign money, characteristic flags, upkeep message, open or closed sign-up, system well being checks and an audit feed.
- Plans and checkout – outline the plans proven on the general public pricing web page and take fee with Stripe or PayPal (requires your personal Stripe and/or PayPal account – see the disclaimer above). Keys are entered within the app, not in code.
- Workforce workspaces: invite teammates by hyperlink, with the studio proprietor controlling the plan and seats.
On a regular basis polish
- Mild and darkish themes, a responsive structure with a backside tab bar on telephones, a command palette and international search, an online manifest so it may be added to the house display, and a JSON export of all of a studio’s knowledge.
- Signal-in with electronic mail and password, plus optionally available Google sign-in.
Safety
- HTTP-only, safe session cookies, and a cross-site request guard on each server motion that touches consumer knowledge.
- Stripe webhooks are signature-verified, and PayPal funds are validated towards the order quantity earlier than any plan is activated.
- Public client-portal actions respect the portal change and expiry date, and each write checks that the document belongs to the caller’s studio.
- Calendar import is protected towards server-side request forgery: public https addresses solely, with dimension and closing dates.
- Dependencies are saved present and
npm auditreviews no recognized vulnerabilities within the manufacturing dependencies at launch.
Deploy anyplace
- Vercel – import the mission, add three surroundings variables and deploy. Database migrations run routinely throughout the construct.
- Docker – a prepared Dockerfile and docker-compose file deliver up the app along with PostgreSQL.
- Node.js – construct a plain Node server for Railway, Render, Fly.io or your personal server.
- Native – run
npm set upthennpm run dev. An embedded database is used when no database is configured, so you may attempt all the pieces instantly.
What’s included within the obtain
- The whole supply code in TypeScript, with plain SQL migrations.
- Full HTML documentation with screenshots: set up, deployment to Vercel, Docker and Node, surroundings variables, Google sign-in, Stripe and PayPal setup, a characteristic tour, branding, mission construction, FAQ and troubleshooting.
- Dockerfile, docker-compose file, Vercel configuration and an instance surroundings file.
- README, deployment information, changelog and license notes.
- Unit exams and high quality scripts (kind verify, lint, exams).
For builders
- 100% TypeScript in strict mode, ESLint and Prettier configured.
- File-based routing, server features with an authentication middleware, Zod validation and plain SQL migrations.
- All colors, radii and fonts are design tokens in a single stylesheet, so rebranding takes minutes. The model identify, tagline and mark may also be modified from the admin console with out touching code.
Necessities
- Node.js 22.x and npm to construct and run.
- A PostgreSQL database for manufacturing (a free Neon database works nicely). The embedded database is for native trials solely.
- A bunch that runs Node.js or Docker, or a Vercel account. It is a Node.js software and is not for shared PHP/cPanel internet hosting.
- Optionally available, and every with its personal account and doable value: Google OAuth consumer, xAI API key, Stripe and/or PayPal, an IMAP/SMTP mailbox.
Help and updates
Help covers set up questions, bug reviews and clarification of documented options, consistent with the Envato merchandise assist coverage. Customisation work, establishing third-party accounts and internet hosting administration are exterior the scope of merchandise assist. Updates are delivered by your CodeCanyon downloads.
License notice
A Common License covers one set up in your personal studio or a single finish product that isn’t charged for. If you wish to cost different folks for entry to a hosted YourDesk (software program as a service), you want the Prolonged License.
Credit
Constructed with open-source software program together with React, TanStack, Vite, Tailwind CSS, Radix UI, Higher Auth, PGlite, Phosphor Icons, Recharts and Zod, every underneath its personal license. Fonts (Bricolage Grotesque and IBM Plex Mono) are loaded from Google Fonts underneath the SIL Open Font License.
Changelog
1.0.0 – Preliminary launch.
