Scope of Work

A Scope of Work lists what you'll make for a client in a period, how long each piece takes and what it costs. Your client accepts or declines it in lmnts, and an accepted one becomes an invoice in one step.

Create one

1. 1

   Step 1: Open the client, choose Billing, then the Scope of Work tab.

2. 2

   Step 2: Under New Scope of Work, fill in the Title, Prepared for, Prepared by and Project overview.

3. 3

   Step 3: Under Categories, tick the ones this document uses. To add one, type a New category name and select + Add category. Categories are kept for the client's next documents.

4. 4

   Step 4: In each category, add deliverables with a description, Qty and Hrs per asset. lmnts adds the quantity to the description for you and totals the content creation time.

   

   Close

   

5. 5

   Step 5: Add an Ongoing management note and Management hours, the Out of scope of requests & ongoing work text, and the Hourly rate ($). The rate starts as the client's default rate.

6. 6

   Step 6: Select Create draft.

The finished document shows the total content creation time, the management time, the hourly rate, and Estimated Cost per month: all the hours times the rate.

Send it and get an answer

1. 1

   Step 1: Open the draft and select Send to client.

2. 2

   Step 2: The client opens it from Billing or from the notification, and selects Accept or Decline.

   

   Close

   

3. 3

   Step 3: Once it's accepted, open it and select Create invoice from this scope of work. You get a draft invoice with one line per deliverable (quantity, hours each and the hourly rate) and one for Creative & Strategic Management, for the same total.

Other things you can do

• Download PDF saves a copy to send or print.
• Duplicate copies a document for next month. On the list, Duplicate most recent does the same for the latest one.
• Edit changes a sent document; Delete removes one after you confirm. A super admin can restore it from the Activity Log.
• Statuses: Draft, Sent, Accepted and Declined.