Platforms · Operations · Admin
Projects & Workflow
The record of how work gets done — every step, every approval, and where each job stands, in one place instead of in email.
The goal
Most businesses that deliver work to a client run that work through email and memory. The requirements arrive in a thread, the approval is a reply, the change was agreed on the phone, and the person who knows where the job stands is the only one who can answer. It holds until that person is out, or until someone asks who approved what.
Projects & Workflow exists to close that gap. It's where the Operations and Admin findings live that aren't about the phone: work that gets lost between the sale and the doing, changes nobody priced, status nobody can see without asking, and finished work that never reaches an invoice.
What it does
Each kind of job follows the same steps, set up once in your words, and it can't skip the ones that matter. An approval gate means the work doesn't go ahead until the right person has signed off, and the sign-off is on the record with who and when.
Your clients see their own jobs: status, what's waiting on them, and what they've approved. Subcontractors and suppliers see only the work released to them, and they report progress back into the same job. Time, changes and completed work all feed the invoice rather than a separate chase at month-end.
What’s inside
The same steps every time
Templates set up the tasks, milestones and approvals when a job opens, so the second job runs like the first whoever is running it.
Approvals on the record
Sign-off at any step, with an e-signature and a trail of who approved what and when. Useful the first time a client remembers it differently.
Changes priced before they're done
A change is costed, signed and rolled into the budget and schedule before the work carries on, instead of being settled or absorbed at the end.
A window for the client
Clients see status, proofs and anything waiting on them, so “where are we?” stops coming in by phone.
A window for subcontractors
They get the work released to them and nothing else, and report progress and completion back into the job.
Done means billed
Time, expenses and completed milestones are recorded against the job, and finished-but-unbilled work is visible rather than discovered.
How it deploys
It runs as a module inside the CRM, or on its own if you don't need the rest. It's configured to your business: your stages, your fields, your approvals, and the words you already use for them. Nobody learns a new vocabulary.
It works alongside your accounting and your email rather than replacing them. The change is where the record of a job lives, not which tools you use.
Where it fits your audit
When your audit finds that work gets lost between being sold and being done, that approvals and changes live in email, or that nobody can see where a job stands without asking, this is the remedy.
It isn't the answer to a phone that goes unanswered or a quote nobody follows up; that's the CRM. And a part of your business that's already working is left alone.
Works alongside
Whether Projects & Workflow fits your business comes out of the audit, not a sales call. It only shows up in your plan if it closes a gap you actually have.
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