I'm currently migrating clients to workguru and they use phases on their quotes and invoices often with descriptions of each phase.
I have attached an example of phases being used on a quotation. The bold text is the phase and the text underneath is the phase description. this then allows the client to inform their customer of what each phase entails without having to list the elements that make up the value of each phase. this could then me added to a project template to have having to re-enter this info on a project by project case.
I'm currently migrating clients to workguru and they use phases on their quotes and invoices often with descriptions of each phase.
I have attached an example of phases being used on a quotation. The bold text is the phase and the text underneath is the phase description. this then allows the client to inform their customer of what each phase entails without having to list the elements that make up the value of each phase. this could then me added to a project template to have having to re-enter this info on a project by project case.
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Quote - phas....jpg
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7 Votes
1 Comments
Martin | WELDINGMEN posted 7 months ago
I love the idea, it would be also awesome to invoice in project group based on phases and percentage.
2 Votes
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