Requests that move to done.
Every client request follows a clear path: received, assigned, in progress, waiting for the client, completed. Everyone can see where each one stands.
Client requests, in detail.
Assigned
It goes to the client owner or the right person on the team.
In progress
Files and updates gather on the request, so anyone can check its status in one place. Notes on the request are coming soon.
Waiting for client
Need something from the client? Mark it waiting, and reminders go out until they reply or upload it.
Completed
Close it with what was delivered, and it moves to the client timeline.
Ready to bill
Completed billable requests appear in Finance, ready for the next invoice.
A report revision for Okra Foods
Tom types "Okra needs the Q3 report revised by Friday" in the app.
ZlyntOffice logs it, adds it to Okra's quarterly reporting service and assigns it to Tom.
He marks it completed on Thursday, and it is ready to bill.
Put every client request on track
from day one.
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