Entry points
Website forms, referrals, marketplace channels, and manual sales entries should all feed the same lead register.
Lead-to-payment workflow
This page translates the client requirement into a clean operating flow. It shows how leads become clients, clients become projects, projects require compliant staff, and approved work becomes invoices and payments.
ERP logic
Keep each stage connected so data is entered once and reused across sales, operations, compliance, and finance.
Process Flow
Operational sequence for the whole system| Step | ERP Action |
|---|---|
| Lead Intake | Capture enquiry from website, Fiverr, referral, or email and assign an owner. |
| Client Conversion | Create client master record, store contract, and set billing terms. |
| Project Setup | Create project/site, define dates, staffing plan, and guard requirements. |
| Compliance Check | Verify employee documents, certificates, and expiry status before assignment. |
| Operations Delivery | Run shift planning, attendance, and timesheet approvals. |
| Billing & Payroll | Generate invoices from hours/contracts and prepare payroll linkage. |
Control points
Document expiry, contract validity, and timesheet approvals are the checkpoints that protect the business.
Outputs
Client service delivery, invoice generation, payroll preparation, and reporting dashboards.