From signed deal to started project — with no busywork.
The second someone says yes, everything happens on its own: contracts sent, deposits collected, schedules built, team notified. Your new customer goes from yes to started project without anyone on your team doing it by hand.
A yes shouldn't take a week to become a started project.
Between a yes and a start date there's a lot of busywork — contracts to write, deposits to chase, schedules to build. Deals stall, details slip, and new clients lose steam before work even begins. Every day of delay is a day they could change their mind.
What it does.
Contracts & invoices done for you
The moment a deal closes, contracts and invoices are made, sent, and tracked. Deposits get paid online — no chasing, no lost paperwork.
Instant scheduling
Project timelines, kickoff calls, and resources are built automatically from your templates. Your new client gets a start date in minutes, not days.
Accounts set up automatically
Client portals created, logins sent, files shared, and tools updated — all without a single manual setup step from your team.
Team notified instantly
The right people find out the moment a deal closes, with everything they need to get going. No more 'did anyone tell the team?' moments.
Every new client starts fast, organized, and happy.
This system shrinks the gap between a yes and a start date to almost nothing. New clients get a smooth, professional kickoff that builds trust from day one — and your team stops losing hours to paperwork and starts billing sooner.