PROFESSIONAL SERVICES · IN PROGRESS
Context
A design studio running on PDFs, email and a desktop folder for every job. Agreements were edited by hand, and invoices were made in a design tool.
The constraint
One person running the business today, with more people later. A tight budget, and no lock-in to software the studio doesn't like.
What we built so far
- A design agreement with locked fields that clients sign online.
- An invoice register in a shared spreadsheet, ready for automation.
Next
- A client information form that captures a new job once.
- Invoices created from the register and sent automatically.
- A searchable library of past designs for the iPad.
Stack
e-signature platform · Google Workspace · n8n