See scope creep before month-end

The problem

Hours are in the timesheet, fees in a spreadsheet and the client’s “quick fixes” in email. Working out who went over means putting all three back together by hand.

How Plexii handles it

A Table of retainers with hours sold and used, sorted to show the ones over. A Custom block turns each “quick fix” into a change request with the fields you need.

In short: “Just a quick fix” adds up. Log every request as a change request, track hours against each retainer, and see who is running over while you can still talk about it.

Step-by-step guides

• Table widget
• Custom block widget: design a form
• Filter and group table rows

More on how Plexii fits this work: Agencies and client-service teams.

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