Client Portal

Availableportal.erp.io/services

Catalog and services

A service is something a client can order. The catalog is where the things you fulfil it with live.

Services
Orderable by clients
Catalog
Publishers and placements
Produces
Work orders
Pricing
Per service

Services

A service is a productised piece of work — a monthly content package, an audit, a setup. Defining one means a client can order it, it produces a work order automatically, and it bills consistently. It is the difference between selling time and selling a thing.

portal.erp.io/services
Services
New service
ServicePriceRecurrenceOrders (90d)State
Monthly content — 4 articles£1,200Monthly18Live
Technical site audit£850One-off6Live
Onboarding setup£450One-off11Live
Legacy retainer£2,000Monthly0Hidden
Services. Each is orderable, priced, and produces a work order when bought.

The publisher catalog

For work that involves placing something somewhere — content, outreach, listings — the catalog holds the publishers and what is known about each. It is a reference the team works from rather than something a client browses, and it is the sort of institutional knowledge that otherwise lives in a spreadsheet somebody maintains alone.

Desk knowledge

A knowledge base for the team: how a particular client likes things done, how a publisher's process works, the playbook for a service. It is deliberately internal and never client-visible.

The knowledge you want is often already in the work, not in the knowledge base

In practice a mature workspace has far more institutional knowledge in the comments on past work orders and projects than in any knowledge base — because that is where people actually write things down. When looking for how something was handled before, search the work first. The knowledge base is for what somebody sat down to write, which is always less.

What this does not do

No inventory or capacity

A service can be ordered regardless of whether you have anyone free.

No configurable options on a service

Variants are separate services.

No client-specific pricing

A service has one price. Discounts are coupons.

No approval before an order is accepted

An ordered service becomes a work order.

Questions

Can a service be hidden from some clients?

It can be hidden entirely; per-client visibility is not supported.

Does ordering charge immediately?

It depends on the service and its billing setup. See Billing.

Can services be bundled?

Not as a bundle object. Create a service that represents the bundle.