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Engineering consultants: from stage deliverable to invoice
Each design stage carries its deliverable, its client approval, the hours spent on it and the invoice it releases, in one place.
When a stage deliverable is complete, where are the latest version, the client's approval, the hours and the invoice milestone connected?
From the work to the invoice
- 1
Plan the stages
Phases, tasks and milestones for each design stage; dates and effort roll up from tasks to the project.
- 2
Submit the deliverable
The stage document sits on its task with every version, who uploaded it and when.
- 3
Get the client's approval
The client approves or returns it with comments, on screen or by email, through the approval chain you set.
- 4
Record the hours
Timesheets with approval show the time and cost spent on each stage.
- 5
Invoice the work
Invoices from approved hours; subconsultants handled through vendor orders, milestones and payments.