How to Use ConsultOps Effectively
Your End-to-End Workflow
Contract -> Approval -> Project -> Services -> Time Logs -> Invoice -> Payment
Simple
Automated
Client-Ready
1) Build the Contract
Use Contracts to define scope, pricing, and terms clearly.
- Create a contract from Contracts.
- Add service line items in pricing breakdown.
- Send estimate to the client from the same contract record.
2) Let Approval Trigger Setup
Approval auto-links project and service assignments.
- Client approves/signs from public review page.
- ConsultOps creates/links project automatically.
- Services in contract are attached to project for clean time logging.
3) Track Time Against Assigned Services
Only assigned project services are loggable to keep billing accurate.
- Open Time Logs and log work by project/service.
- Mark billable work as you go.
- Use Project Control Center to monitor open logs quickly.
4) Generate Smart Invoices
One click combines uninvoiced time logs + contract lines (fixed/recurring).
- Use Generate Invoice in Project Control Center.
- Review line items in invoice details before sending.
- Send invoice/reminders with existing professional email templates.