Skip to the part you need
Each chapter stands on its own if you only care about one module.
What we are going to follow
The scenario: a design agency taking on a website project.
Capturing the lead
Web form to owner assignment, with the source recorded.
Quote to won deal
Building an estimate and converting the accepted one.
Deal becomes a project
One click, with scope, value and team carried over.
Logging and approving time
Timesheets, approvals and how they feed billing.
Raising the invoice
Generated from approved hours, nothing re-keyed.
Seeing the margin
Revenue against real delivery cost, same day.
Take the deck with you
The slides used in the recording, plus the sample dataset, so you can follow along inside your own trial rather than watching someone else’s screen. Download both (1.8 MB)