From quotation to invoice: a simple workflow for IT service companies

IT service companies lose money in the gap between "work done" and "invoice sent". A clear workflow closes that gap.

1. Quotation — what you will do and for how much.
2. Confirmed — the client says yes.
3. In progress — the engineer is on it; keep the client site and SLA on the job.
4. Done — work finished and signed off.
5. Invoiced — the job moves to sales, your books and the VAT return.

Look at the board every Friday: anything sitting in Done is money you have earned but not asked for.

IT services billing software