How work flows through Fylder
Every job follows the same path, from a client's request to the final payment. Fylder links each step to the next.
Most work in Fylder follows one path:
| Step | Where | What happens |
|---|---|---|
| 1. Request | Requests | A client asks for work. You may book an assessment visit. |
| 2. Quote | Quotes | You price the work with items from your catalog and send it. |
| 3. Project | Projects | When the client approves the quote, Fylder starts a project for the work. |
| 4. Visits | Jobs and Schedule | Each trip to the site is a job (a visit) on the project. Crews log the materials they use. |
| 5. Invoice | Invoices | You bill the project: the approved quote plus anything added on visits. |
| 6. Payment | Payments | You record what the client pays until the balance is zero. |
You don't have to use every step. A small one-off job can go straight from a job to an invoice, and you can create a quote without a request.
The pipeline strip
Every request, quote, project, job and invoice page shows a pipeline strip at the top. It lists each stage (RFQ, Quote, Project, Visits, Invoice, Paid), with a link to every record in the chain. When a stage has several records, such as three visits, click it to see the list.
The strip also shows the money for the project:
- Contract: the total of the approved quotes.
- Invoiced: the total of the invoices that have been sent.
- Paid: what the client has paid so far.
- Balance: invoiced minus paid.
The next step button
The strip has one button for whatever should happen next. It changes as the work moves along:
| When | The button says |
|---|---|
| There's a request but no quote | Create quote |
| A quote is open (draft, sent or changes requested) | Approve quote #…. Approving starts the project. |
| The quote is approved but there are no visits | Schedule the first visit |
| The project's invoice is still a draft | Send invoice #… |
| A visit is still active | Next visit: job #… |
| An invoice is waiting for payment | Record payment on invoice #… |
| Every visit is done and nothing is invoiced | Create the final invoice |
| Everything is paid | Close the project, then Paid in full |
Tip
If you're not sure what to do with a record, look at the next step button. It's usually the answer.
One invoice per project
A project is billed on one final invoice. Fylder builds it from:
- The lines on the approved quote (the contract), and
- Any lines on visits that weren't part of that quote, each marked with its visit, such as "Visit #12: Extra outlet".
You can rebuild the invoice as often as you like while it's a draft. Once it's sent, it's locked to that project. See Invoices for details.