Invoices, payments and follow-up, while the books stay in QuickBooks Desktop
- Before
- Billing depended on one person remembering who owed what.
- Now
- Invoices go out by text or email, and payments post straight back into QuickBooks.
A production studio's work touches three kinds of people: the customer who orders it, the office that runs it, and the outside contractors who help make it. This is one system where all three work together, from the first request to the final delivery.
Client A production studio working with customers and outside contractors
A job here is not a single order. It is a request that becomes a quote, then files, then work by an outside contractor, then proofs, changes, and finally a delivery. Each step involves a different person, and every one of them needs to know where the job stands.
The office already runs its work on a project board it likes. The new system had to fit around that, not replace it.
A contractor sees the jobs assigned to them and the files they need, and nothing about pricing or other customers. A customer sees their own projects. The office sees everything. Those boundaries are part of the system itself, not a setting somebody has to remember to switch on.
The portal is built and preparing to launch. We'll update this page once it is in daily use, and we won't add a number to it until there is one we have actually measured.
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