thread.worketc.com is where we consolidate everything and make sure we’re on top of everything. clients, quotations, invoices, projects etc are all here so work with care.

Ask Ben/Justine for the password.

In this post you will learn how to support the Business Development Process and the Project Management Process in WorkEtc.

CORE CONCEPTS

1. Everything goes back to the contact (person or company or both)
2. Attach anything to anything
3. Create new from within

GLOSSARY

People – someone that works for a company

Company – a client or potential client

Employee – us

Lead – new business opportunity, for example “Mcburger branding”

(Live) Project – a business opportunity turned into a formal contract

Stage – where we are in the sales process

Status – won, active or lost

Quotation – list of work and price

Sub project – additional work for a client

The billing stack:

1. Unbilled – billing milestones not invoiced to the client yet
2. Issued – billing milestones invoiced to the client, client payment pending
3. Paid –  billing milestone invoiced and paid by the client

WORKFLOW BASICS

1. Create Company:
   Contacts >> Company >> +
2. Create Contact:
   Contacts >> People >> + and link the contact to the company (Use Field “companies” in contact sheet)
3. Create Lead:
   Contacts >> Company >> Enter company  page >> “Create new” >> “Lead”
4. Create Quotation:
   Sales >> My Leads >> Enter lead page >> “Manage Lead” >> “Create quote”
5. Create Project:
   Sales >> My Leads >> Enter lead page >> update Status to “Won” >> “Manage Lead” >> “Create project”
   Fill in “Project Name” = lead name, “Assigned to” = project lead, and “billing milestones” = see next
6. Add billing Milestones:
   Fill in as per contract and due dates as per timeline
7. Issue invoice 1:
   Refer to Invoicing section
8. Issue invoice 2:
   Refer to Invoicing section
9. Issue invoice 3:
   Refer to Invoicing section
10. *additional projects/invoices if required