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From enquiry to quote, project and invoice

The same record moves from enquiry to paid work, so nothing is typed twice and you can see where every job stands.

  1. 1

    The enquiry comes in

    A form on your landing page or public page creates a lead, with where it came from.

    Clients
    A client's page in Stydyo with contact details, projects, quotes and a timeline of notes and messages
  2. 2

    Send a quote

    Lines from your usual services, VAT worked out. The client accepts it.

    Quotes and invoices
    A quote being written in Stydyo with line items, VAT and totals
  3. 3

    Run the project

    The accepted quote becomes a project with tasks, a timer and the client's brand.

    Projects
    A project in Stydyo with a task board, time logged and deliverables
  4. 4

    Invoice and get paid

    Invoice the deposit, the stages or the time logged. Reminders go out for overdue invoices, and payments are recorded.

    Money
    Stydyo's money view with quotes, invoices, what's owed and expenses

Card payments through Stripe are built and being verified with Stripe. Until they're switched on, payments are recorded by hand.

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