Every engagement on one client record
A site, paid search, and a content retainer on the same client. The team sees every engagement, works one queue, and bills from that record.
Client
One client record
Website RedesignProject
Paid searchCampaign
Monthly contentRetainer
One Work Queue across the relationship
Homepage design, ad creative, and the May content calendar are tasks on the same client. Filter the queue to this week. Time and files stay attached to each kind of work.
Work Queue
This weekHomepage design
Website Redesign
Ad creative, final pass
Paid search
May content calendar
Monthly content
Invoices stay on that client
The site they signed is one invoice. The retainer is another. Both stay on the same record, with payments and balances next to the work.
INV-0142
Paid$24,500
Website Redesign
Design$9,500
Build and migration$12,000