Client Submission:

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Natural Disasters-Unit of work

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par Jason Catena

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par Desi McKeown

Client Submission:

Client Submission: Client completes a Tally form with required project and billing details. Automated Sync: Tally form data is automatically synced to a Google Sheet, ensuring all responses are centralized and easily accessible. Invoice Creation: A Google Doc invoice template pulls data from the Google Sheet, automatically populating basic details (e.g., client information, project description, billing amount) based on the Tally form submission. Internal Review and Scope Definition: A team member reviews the draft invoice and fills in any internal scope of work or specific project details that are unique to this invoice. This step ensures accuracy and completeness in the billing details. Client Delivery: The finalized invoice is sent to the client, ready for review and payment.

Client Delivery

Ready for review and payment

Finalized invoice is sent to the client

Internal Review and Scope Definition

Ensures accuracy and completeness in billing details

Fills in any internal scope of work or specific project details unique to this invoice

A team member reviews the draft invoice

Invoice Creation

Automatically populates basic details based on the Tally form submission

A Google Doc invoice template pulls data from the Google Sheet

Automated Sync

Ensures all responses are centralized and easily accessible

Tally form data is automatically synced to a Google Sheet

Client completes a Tally form with required project and billing details