Professional Services
Services Workflow Automation
Reduced proposal turnaround from 5 days to 2, cut invoicing admin by 6 hours per week, and gave the team a single place to see project status.
Proposal turnaround
Request to client-ready
Invoicing time
Per week
Invoices on time
Sent by month-end
The challenge
Pain points we addressed
Proposals took 5+ days from request to send
Invoicing manual—hours in one place, rates in another
No single view of project status or budget burn
Client communication scattered across email and Slack
Office manager bottleneck on every admin task
The strategy
Why we built it this way
We focused on the three biggest time sinks: proposals, invoicing, and status visibility. Stripe Invoicing handled the money flow; we built a thin layer to generate invoices from project and time data. For proposals, we used structured templates with variable sections—no more copying from past Word docs. Supabase held projects, time entries, and proposal status. We integrated with their existing time-tracking tool via API rather than asking them to switch.
The build
Architecture breakdown
The impact
Results delivered
Proposal turnaround
Request to client-ready
Invoicing time
Per week
Invoices on time
Sent by month-end
| Before | After |
|---|---|
| Word proposals, Excel invoicing, 15+ hrs/week admin | Template proposals, automated invoicing, 9 hrs/week admin |
Key outcomes
- Proposal generation from templates with variables
- Invoice creation from time data, Stripe sync
- Project dashboard with budget and status
- Automated client status updates
Client perspective
“We're not chasing invoices at month-end anymore. The proposal templates cut our turnaround in half.”
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