Web & Software Agency
Web & Software Agency: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- The project scope is not written clearly in the contract, so extra requests get done for free.
- Milestones and deliverables are not tracked, so projects drag on for months.
- With no revision limit, the same page gets changed again and again for free.
- Hosting and maintenance renewals are remembered by hand, so service continues without invoicing.
Workflows
From contract to delivery
- The project contract is opened with scope, milestones and a revision limit.
- Each milestone is closed with a delivery record and client approval.
- An approved stage triggers the installment in the collection plan.
From launch to subscription
- When the site goes live, the hosting and maintenance subscription starts.
- The subscription invoice is issued automatically at the start of each period.
- A revision request beyond the limit becomes an extra work order and quote.
Documents
- Project contract
- Milestone delivery record
- Revision request record
- Subscription invoice
Reports
- Project progress and delivery status
- Revision count and extra revenue
- Subscription renewal calendar
- Profitability by client
Metrics
- On-time delivery rate
- Project profit margin
- Subscription renewal rate
- Extra revenue per revision
Compliance
- KVKK data-processing and disclosure obligations
- GİB e-Invoice and e-Archive
- Distance-contracts regulation
Glossary
- Milestone
- A project stage tied to collection
- Revision limit
- The free-change allowance defined in the contract
- Maintenance agreement
- A subscription record with recurring invoicing
- Delivery record
- A stage closure proving client approval
FAQ
Can I collect payment per milestone?
Yes — the collection plan is tied to stages; an approved delivery triggers the related installment.
Can I track the revision limit?
Yes — every revision request is counted; once the limit is exceeded, an extra quote is generated.
Can I invoice hosting and maintenance automatically?
Yes — the subscription record issues the recurring invoice by itself at the start of each period.
Can I see project slippage?
Yes — milestone dates are compared with the plan; a delayed stage shows in the report.
Can I work out profit per client?
Yes — spent effort and external costs post to the project, so client profitability is visible.
