One system now holds the life of a client engagement: proposal, signature, project, tasks, time, invoice, payment, and the payroll and taxes behind it. Clients can check their own hour budgets any time instead of waiting for a status email. Our team logs time where the work is, against budgets everyone can see.
- Proposals carry best- and worst-case hour and cost ranges, and clients sign them online
- Clients follow their projects and live hour budgets in the portal at erp.avunu.net/projects
- Logged time becomes invoices through one generator, with a review report first
- Subscription invoices collect by direct debit automatically
- Email sends and arrives through Cloudflare, with no SMTP or IMAP server to manage
- The reusable parts are published as open-source Frappe apps
It's also a proving ground for our open-source work. Every public project linked on this page is part of how our own ERP runs, and each is published so clients and other firms can use it too. When a client asks whether a module is ready for production, the honest answer is that we run our own business on it.
TODO: confirm whether to publish the proof point that 3,000+ hours of client work over two years were logged, budgeted, and invoiced in this system (re-run the timesheet report first).