The works!

This is the workflow that Cashboard was originally designed to support.

As a small software consulting company we generally sent out project quotes, collected a 50% deposit up front, then billed on a two week cycle until work was completed.

If you work in a similar fashion these guides will get you going.

  1. Sending an estimate
  2. Accepting deposit payments
  3. Turn an estimate into a project
  4. Invoicing for time & expenses
  5. Tracking payroll for employees
  6. Reporting on your profits