Quickflow covers the commercial loop from opportunity to paid work.
- Proposal — scoped offer the client accepts online.
- Project — delivery container for tasks, milestones, files, and timesheets.
- Estimate / invoice — bill the customer and record payments.
- Ticket — post-sale or ongoing support in one thread.
Recommended flow
- Win the proposal.
- Create or attach a project for delivery.
- Invoice deposits or milestones as agreed.
- Keep support in tickets instead of private email chains.
Draft invoices still count toward plan limits on many setups — clean unused drafts. Configure company branding and payment methods before the first live invoice.