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- Estimation & Quote Builder
- Who it's for
- Implementation services
Implementation services
Implementation services often mix ongoing effort with agreed checkpoints. The engagement record sets the fee, budget hours, dates, and responsible manager. Team members can log service lines, time, and expenses against the same client work. Milestones give the billing team an explicit deliverable and acceptance state before an invoice operation is run.
How Estimation & Quote Builder is set up for you
Delivery work
A Consultant records configuration or training effort as a service entry with hours, rate, and billable flag. Submission checks the line before it becomes Approved; Service Reviewer follows the result.
Checkpoint
Engagement Manager names an owner and due date for a milestone. Milestone Approver checks the submitted deliverable. Billing Specialist confirms the amount and engagement before invoicing.
Commercial review
Engagement Manager compares logged hours and delivery cost with the agreed budget. Billing Specialist tracks invoiced and received amounts against each milestone.
Implementation services often mix ongoing effort with agreed checkpoints. The engagement record sets the fee, budget hours, dates, and responsible manager. Team members can log service lines, time, and expenses against the same client work. Milestones give the billing team an explicit deliverable and acceptance state before an invoice operation is run.
Choose one Active client engagement with a documented fee and hours budget. Import the current delivery team and rates, then record a week of actual effort and one milestone. Rehearse a service line with missing hours and a milestone with no amount; neither should advance after the attempted operation. Decide which accounting source issues formal invoices and who reconciles its invoice number to the payment record. Review margin and payment exceptions together before closing the engagement.
Keep the deliverable owner and billing owner informed when a checkpoint moves, so the due date, invoice action, and collection follow-up reflect the same client commitment.
Features to start with
Roles on the team
- Account Owner
- Maintains client ownership and follows associated engagements.
- Engagement Manager
- Owns scope, delivery dates, and the engagement's working records.
- Consultant
- Records delivered work, time, expenses, and supporting files.
- Service Reviewer
- Checks approved and failed service submissions against the engagement.
- Milestone Approver
- Reviews submitted deliverables before billing.
- Billing Specialist
- Handles milestone invoices, payment records, and billing exceptions.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.