From there to here:
Importing Data From Workflow Max
We in the Product and Development team are really excited about our current work, so I thought I’d take a few minutes to talk about where we are and where we’re going.
Where we are now
If ProWorkflow was a diagram it might look something like this:
Here we see a progression of work through different stages. Your organization might start at any of the stages (represented by circles) – There is no right or wrong way.
In fact many of our accounts only use ProWorkflow at the project stage due to the powerful features available there.
however others create quotes, then turn an accepted quote into a project, and finally invoice their clients for the work completed.
There are a lot of other cogs to ProWorkflow – but much of its strength lies in tracking and organizing work as it progresses towards completion.
Unfortunately – a current shortfall is that profitability, gross margins and other key information is being lost along the dotted chain.
Where we’re going: “Fix the Chain”
We want to strengthen the relationships between the different stages so that none of the key information is lost.
A closer look at Line Items
If we look closer at what currently happens at the quote, project & invoice stages, you’ll see that quotes and invoices have line items however projects only have tasks. Non-time related items don’t currently have anywhere to go in the project
Items with Quantity (“Materials”)
We want make new connections at the line items level and be able to attach materials or other non-time specific items at the project level and move it onto the invoice.
The great news is that this will benefit you, even if you only use Projects. Its really about putting both a cost rate & charge rate against all types of items so that you can track monetary values and gross margins everywhere.
“Fix the Chain” means – Better Profitability Insights
- Setting internal Costs
- Knowing Gross Margins
- Identifying where overruns happen
“Fix the Chain” means – More Billing Options
- invoice how you want to work
- Improve ProWorkflow ability to do part invoicing accurately
- Make setting up recurring invoices a breeze
- Custom Layouts for quotes + invoices
If you’re currently with ProWorkflow – be sure to look out for these changes in the second half of 2023. Some improvements will be stepping stones, but our end goals are clear.
To give you better monetary insight and control across all aspects of ProWorkflow. This is all about making ProWorkflow’s strengths even stronger
I believe, if it’s simple to explain then we can make it easy to use.
If you have any additional questions, please let us know.
Think we’re onto a good path? Let us know by leaving a review.
