Keep the accepted scope

A proposal is the start of the commercial record. Prepare the scope and customer-facing terms, retain the accepted revision and convert the appropriate Project or recurring agreement. Later changes should not erase what the customer approved.

Connect the work before billing

Project milestones, service charges and recurring obligations have different billing bases. Review the source record before issuing an invoice. A completed appointment does not necessarily mean a new charge is due.

Follow the remaining balance

Record payments actually received and inspect receivables. Retain invoice-linked credits and external refund records when needed. RUNLY records these transactions; it does not imply that it moves money or files taxes.

Evaluate a change, not only the happy path

Bring a sample proposal with an approved change, a partial payment or an extra visit. Review the customer-facing result and the office history together. Use a demo to confirm imports, tax setup and accounting handoff needs.

See whether RUNLY fits your business

We’ll walk through the work that matters to you and discuss the scope of onboarding.

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