Questions, answered

Click Get started, then use Proto to configure Estimation & Quote Builder for your business. Begin with one active client, one engagement, its delivery team, a service approval, a milestone, and a payment record.

Account Owner maintains the client relationship. Engagement Manager owns the agreed fee, budget hours, dates, and delivery status for each engagement.

Consultant submits a billable service line with hours and an engagement. The approval operation checks it. A valid line moves to Approved with a decision and operation receipt that Service Reviewer can inspect; a line that fails the guard remains Submitted with a Failed receipt.

Consultant records time by work date, client, and engagement, and expenses by date, category, amount, and engagement. Engagement Manager follows the submitted queues and checks them against the job.

Milestone Approver checks the submitted deliverable and marks it Approved. Billing Specialist then verifies its amount and engagement before running the invoice operation and checking the result.

The milestone stays Approved and receives a Failed operation receipt. Billing Specialist corrects the amount or engagement and retries after review.

Billing Specialist keeps the invoice number, amount, due date, method, and paid date on the payment record. Marking it Received records a Payment Record operation receipt.

Payments Overdue Or Disputed shows payment records in those states with due date, amount, and days past due for follow-up.

Engagement Margin Desk compares contract value with delivered and billed amounts and shows realization, projected margin, and over-budget signals. Open the engagement to inspect its underlying work.

Record Attachments link files such as contracts, SOWs, receipts, and deliverables to their parent records. Agree on your document storage and access policy during setup.