Worked Hours Management
This process is designed for consultants who want to keep track of the projects they have worked on and better control the pending payments to be received from clients.
Workflow template includes the following steps
Step 1 — Record Project Details
Record the project name, start and end dates, and total hours worked.
Due Date
Output Field
Conditions
Step 2 — Calculate Payment Due
Calculate the total payment due based on the hours worked and the agreed hourly rate.
Output Field
Step 3 — Send Invoice to Client
Prepare and send an invoice to the client detailing the services provided and the total payment due.
Due Date
Output Field
Conditions
Step 4 — Confirm Receipt of Payment
Confirm receipt of payment from the client and update the project status accordingly.
+3
Conditions
Integrations
This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.
Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs
The Purpose of Worked Hours Management
The Worked Hours Management process is an essential tool for any consultant looking to optimize their project tracking and payment control. By keeping a detailed log of the hours worked on each project, consultants can ensure they are accurately compensated for their time and effort.
This process also aids in financial planning by providing a clear overview of pending payments. This allows consultants to forecast their income and manage their cash flow more effectively. Moreover, it can help identify any discrepancies or delays in payments, enabling prompt resolution of such issues.
Implementing the Worked Hours Management process can also contribute to improved client relations. By providing transparent and accurate billing, consultants can foster trust and confidence among their clients. This can lead to more sustainable, long-term business relationships.
Lastly, this process is not just beneficial for individual consultants but can also be easily scaled for use by consulting firms. It can provide valuable insights into project profitability, team productivity, and overall business performance.
Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs
Let Pneumatic Build a Unique Template for You
Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.
With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.
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for this business process based on your prompt
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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.
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