Projects
6 in progress · £57,750 of work
A project is the work once a client has said yes. Open one to see what's next, its invoices and what the client has approved.How it fits
- Started for you when a client accepts a proposal (or from a won deal, or New project).
- Moves Kick-off → Copy → Design → Build → Checks → Launched → Aftercare, with a checklist at each stage.
- From a project you send sign-offs and change requests, set up the payment invoices, log time and see the profit.
From first chat to getting paid
- 1DealSomeone's interested. Tracked on the Pipeline, from enquiry to won or lost.
- 2ProposalWhat you'll do and the price options, sent as a link. Written from a deal.
- 3ContractThe services agreement. Drafted for you when they accept the proposal; they sign, then you countersign.
- 4ProjectThe work itself, kick-off to launch. Started for you when they accept the proposal.
- 5InvoicesPayment stages (50/50 or 50/25/25). The deposit is drafted when they accept.
Every deal, proposal, contract and project page shows this same journey at the top, with links between them, so you can always see what's linked and what's next. Packages & prices is where the packages and prices for proposals and extras come from.
Kick-off2
Launched3
Drag a project to move it on. Moving to Launched checks the launch checklist first.
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal