Projects
Job management on a canvas: the work starts from the order
When the order is confirmed, the project starts from its template, with typed nodes assigned to people or AI agents. Each node reports its progress and the project's progress rises on its own. Your assistant, under whatever name you give it, drafts the emails to customers and you approve them.
Design approved: tell Valdora Vini.
I've prepared the validation email. It only goes out if you approve it.
- From
- progetti@studionord.example
- To
- Anna Ferri · Valdora Vini
- Subject
- Design approved: we're starting development
A reconstruction of the YVY Projects canvas, with demo data.
From signed order to invoice, without retyping anything
The project starts from the CRM order, works on the canvas, counts hours and costs per node and passes the milestones to invoice to Accounting.
- CRM and quotes
Order confirmed
The project starts on confirmation, on invoice or on down payment: you choose the rule.
Order confirmed · Valdora Vini - Helpdesktickets linked to nodesProjects
Canvas from the template
The template's flow is copied into the project, with node dates counted from the start.
5 nodes · 3 people and 1 agent - Knowledgethe node's proceduresReporting
Hours and costs per node
Actual hours at staff rates: the project's costs, revenue and margin.
Actual hours · margin - Accounting
Milestone invoicing
The milestone plan (down payment, balance) becomes the e-invoice to send to SDI.
Balance invoice · SDI
Same day
Today's numbers, today.
Everything goes through one place, so everything is up to date the same day: the transfer arrives and the invoice shows as paid, hours come in and the project margin updates. You don't wait for month end, or for someone's spreadsheet.
- Collected today
- €2,745.00
- To collect
- €18,430.00
- Bank balance
- €46,210.00
- Projects in progress
- 14
- Hours logged today
- 37.5
- Margin this month
- 38%
Further reading
Job order
A job order, or simply a job, is an engagement received from a client, with an agreed value, work to be done, and its own costs and revenue.
Glossary
Project margin
A job's margin is the difference between the value sold and the direct costs incurred to deliver it: people's hours at their hourly cost, external collaborators, suppliers.
Glossary
Fitting your business software to your processes
We fit YVY to how you work: project templates, price lists, roles, start rules. Ready for services and projects; trade and manufacturing are on the way.
Services
Agency management software: a 20-point checklist
What business software for a communication agency must do: 20 points from quote to payment, the questions to ask in a demo, and when you don't need it.
Guide