Categories
Professional services (studios, consulting)
Clients, quotes, hours and documents.
The concrete problem
- Not every hour of work is billed.
- Client documents arrive by email and get lost.
- The quote changes without a version.
The working screen
| Quote v2 | Consulting 12 h | Approved |
| Hours | 7.5 / 12 recorded | For approval |
| Document | Contract (scanned) | Ready |
| AI question | “What is left on the quote?” | Answer with source |
What the business gets
- Versioned quotes with client approval.
- Hours and expenses recorded, invoicing from the job.
- Documents with scanning, extracted text and search.
- An assistant that answers only from approved sources.
What must be connected
- The business email
- The team list and rates
- Document templates
Modules
CustomersQuotesWorkDocumentsAI assistant