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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. 1

    Plan the stages

    Phases, tasks and milestones for each design stage; dates and effort roll up from tasks to the project.

  2. 2

    Submit the deliverable

    The stage document sits on its task with every version, who uploaded it and when.

  3. 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. 4

    Record the hours

    Timesheets with approval show the time and cost spent on each stage.

  5. 5

    Invoice the work

    Invoices from approved hours; subconsultants handled through vendor orders, milestones and payments.

Compare ApprovedFlow