Operating
Holder: North Ledger Demo
Bank: Sample Credit Union
What we offer
The work small firms actually run
Clients, service cards, quotes, invoices, and payment receipts, all on one board.
How it works
From first call to final receipt in four steps
Every piece of work follows the same path, so nobody on your team has to ask where a client stands.
1
Add the client
Create one profile with contacts, legal type, and tags. Everything else attaches to it.
2
Open a service card
Pick the business line and service. Fee, tax, team, and status travel together.
3
Quote, then invoice
The accepted quote becomes the invoice. The number you agreed is the number you bill.
4
Record the payment
Log the e-transfer or cheque and issue a receipt that sits next to the work.