Work OS & Operations
Operations and project management for the work you already run.
We set up operations and project management for the projects, files, invoices, and assignments your team already uses. Each one stays with the job it belongs to.
Problem
Project details, files, and invoices are kept in separate tools. Staff spend time asking where something is instead of doing the work.
What you get
01
Projects
Each project has its own record, including the owner and the current status.
02
Deliverables
Each project lists what has been delivered and what is still outstanding.
03
Finances
Quotes, invoices, and unpaid balances are kept with the project they belong to.
04
Team coordination
The team can see who is assigned to each project and what is waiting on them.
An example
Finding a file and an invoice
When someone needs a file and also needs to know whether the work has been invoiced, both answers are on the project record. The person who needs them can open it directly.
What you gain
One place to look
Project details, files, and billing are kept together.
A clear view of the workload
You can see which work is late and who has capacity, without holding a meeting to find out.
How it works
01
Agree the structure
We start with one working session on your projects, your deliverables, and what the team needs to see each morning.
02
Set up in your account
We build the system in Airtable, in your account. You can export the data.
03
A weekly review
If you want the system maintained, we meet once a week to review what the team could not find and adjust it so they can.
Common questions
Where does it live?
It lives in Airtable, in your account. You can export the data.
What if we already have tools?
We connect the tools you already use. You do not have to rename your work to fit a template.