17hats Feature Fridays

Do you sell customized packages to your clients? Or do you have optional add-on services included in your Quotes? If so, then you need to have Workflows for each service and add-on that you sell!

17hats allows you to stay a step ahead by automatically triggering Workflows when a specific service or product is purchased! You can even choose whether the Workflow is triggered when the first payment is made on an invoice or when the invoice has been paid in full! And if your client doesn’t opt to purchase one of your add-on services, no Workflow will be triggered!

Using this feature will ensure that you don’t miss a beat when a service is purchased! You create your Workflow template once, add it to your service or product under Account Settings → Products and Services, and whenever that Product or Service is purchased, 17hats will automatically start your Workflow, adding your task and action list to your project for you!

Pro-Tip: It is better to have shorter Workflows than longer Workflows. Rather than having one workflow with 15 steps, create three Workflows with five steps each! One Workflow can automatically trigger another workflow as an action step!