Business Workflow Systems: How Work Moves from Sale to Invoice
May 18 | 6:00pm - 7:30pm EST | In-person | Cost: Free
Location: Fairfield Library
1080 Post Road, Fairfield, CT 06824
Many owners do not face a work problem; they face a flow problem. Work gets sold, but something slips between the contract, office, scheduling, production, and invoicing stages. This workshop demonstrates how to map the journey from sale to invoice, ensuring work moves smoothly, handoffs improve, and profit leaks are identified. It focuses on the typical contract-to-work-order-to-invoicing workflow you already use in your system.
You will learn:
• Where work usually gets stuck between the sale and the invoice
• How handoffs between sales, office, and production affect cash flow
• Why client profiles, work orders, boards, and scheduling must connect
• How missed details turn into delays, rework, and billing problems
• How to map one workflow in your own business
• Which step to fix first when work keeps falling through the cracks
Simple practical steps to get ready:
• Think of one recent job or project that went sideways after the sale
• Write down where the confusion happened
• Bring a simple example of how work currently moves in your business
• Come ready to spot the first bottleneck, not solve everything at once
Interested in Moving Your Business to Fairfield CT?
Contact us and we’ll show you what makes Fairfield a viable choice for your business.
Mark S. Barnhart,
Director of Community & Economic Development
611 Old Post Road
Fairfield, CT 06824
(203) 256-3120 (office)
(203) 767-2854 (mobile)
(203) 256-3129 (fax)
mbarnhart@fairfieldct.org