The client’s side
They have their own side of the same job.
Every client gets their own page of the job, on your company’s web address. It shows what they agreed, every change since in date order with a running total, what they have been invoiced and paid, what is outstanding, the decisions waiting on them, how the work is progressing, and the drawings they were sent.
They read the job in the language they bought it in — English or Polish, switched whenever they like. You keep running it in yours.
| Agreement · 3 Mar | £42,500.00 |
|---|---|
| Rear shelving extended · 28 May | + £2,200.00 |
| Oak to walnut, front panels · 9 Jul | + £950.00 |
| Extra till cut-out · 14 Aug | Declined |
| Brass to bronze, ironmongery | Your decision |
| Agreed to date | £45,650.00 |
01One change · Two documents
One change, seen from each side.
The client asks for the front panels in walnut instead of oak.
On your side the change is a piece of work: which drawing it touches, who owns it, when the panels go on the bench, what has been ordered for it. On the client’s side the same change is an agreement: the price they agreed, what week it fits, which drawing they were sent. Two complete documents of the same change, each written for the person reading it.
| Status | Agreed · 9 Jul |
|---|---|
| Drawing | GA-201 · Rev C issued 15 Sep |
| Owner | L. Harrison · workshop |
| Programme | Bench w/c 21 Sep · spray w/c 28 Sep |
| Materials | Walnut veneer · ordered 12 Jul · delivered |
| Agreed with client | £950.00 |
| Status | Agreed · 9 Jul |
|---|---|
| Agreed | £950.00 |
| Fitting | Week of 5 Oct |
| Drawing sent to you | GA-201 · Rev C · 15 Sep |
Illustrative. Two documents of one change, each complete for its reader.
| Status | Instructed · 14 Sep |
|---|---|
| Price | A price will follow |
| Then | Your decision: agree or decline |
02A change, as it stands
A change is shown as it stands.
A change is instructed first, then priced and proposed, then agreed or declined. The client sees each step as it happens, and their running total moves when they agree, and not before.
Decisions are theirs to make on their own page. A selection decided there lands on the job the same minute, with a receipt of what they chose and when. No “I thought we’d agreed”. Every decision written down where both of you can find it.
03Theirs
What the client keeps to themselves.
The client’s own notes and their own costs diary are theirs alone. You cannot read them. Their page is their record of the job, on your address, in their language.
Fewer update calls. A client who can see where the job stands, what they have paid and what is waiting on them does not need to ring on a Friday afternoon to find out.
| Deposit | Paid · 5 Mar |
|---|---|
| Workshop complete | Paid · 2 Jun |
| Fitted | Invoiced · due 3 Oct |
| Final account | To come |
| Waiting on you | 1 decision |