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- Freelancer Project Tracker
- Process
- Service approval
Service approval
Review submitted service lines before a decision is recorded.
Step by step
-
Prepare service Consultant
Consultant records the service date, work description, hours, rate, billable flag and engagement.
- Draft line prepared
- Updates Service entries, Engagements
-
Submit work Consultant
Consultant marks the line Submitted, triggering the approval check.
- Review queue updated
- Updates Service entries
-
Check submission Consultant
Service Entry Approval checks billable work, hours and engagement before advancing the line.
- Eligible line approved and decision recorded
- Updates Service entries, Review decisions
-
Inspect result Service Reviewer
Service Reviewer checks the operation receipts result and follows up on any Failed outcome.
- Outcome traceable
- Updates Operation receipts, Service entries
Who does what
Roles and permissions- Consultant
- , Service Reviewer.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.