Webin Agency Operations
Project profit and change control for agencies.
An agency's extra requests are where margin leaks: the work gets done, the approval lives in an email, and the invoice misses it. Webin Agency Operations keeps estimates, change requests, time, expenses, costs and invoices for each project in one place. A change goes through impact review, internal approval and the client's approval, and the approved amount reaches the contract, the plan and billing exactly once.
Not in this version: online card payment, accounting sync and a self-service signup. Accounts are set up for you. Ask for a pilot account: [email protected]
Features
- Estimates with fixed, hourly and daily items, discounts and taxes, reusable templates and a PDF.
- Change requests with before/after scope and amount, an internal approval threshold and exact-version client approval.
- Time and expenses with cost and sell rates, weekly submission and approval, receipts up to 5 MB, rebilling.
- Billing from approved sources: aggregate, item or time invoices, credits, receipts, refunds, supplier purchase orders.
- Every amount or state change keeps its version, author and reason. Interface in nine languages, dark mode, keyboard access.
Use Cases
- An agency that quotes fixed, hourly or daily work and wants one estimate template with discounts, taxes and a PDF for the client.
- A project where the client keeps asking for extras: record each change with its scope and amount, get internal and client approval, and bill it once.
- A team that logs time and expenses weekly against cost and sell rates and needs approval before rebilling.
- An owner who wants invoices, credits, receipts and supplier purchase orders built only from approved estimates, changes and time.
- A studio that needs to know who changed an amount, when and why, in nine languages with dark mode and keyboard access.
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Comments
As a web designer, the extras agreed on a quick call are exactly where I've lost money too, so following a change from request to client approval to invoice makes a lot of sense. When a client approves a change, do they need a Webin login, or can they approve from an emailed link? In my experience, an extra login is where client approvals stall.
Hi, I'm Juhan from Webin Studio in Korea. We run a small development agency, and the money we lost was never on the main contract. It was on the extras: the client asked for one more thing in a call, we did it, the approval sat in an email thread, and the invoice went out without it. Webin Agency Operations is the tool we built to close that gap. A change request goes through impact review, internal approval and the client's approval, and the approved amount reaches the contract, the plan and billing exactly once. Estimates, time, expenses and invoices live in the same project. This first version has no self-service signup: we set up each workspace by hand, so if you run an agency and want to try it, write to [email protected]. Happy to answer questions here.
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Comments
As a web designer, the extras agreed on a quick call are exactly where I've lost money too, so following a change from request to client approval to invoice makes a lot of sense. When a client approves a change, do they need a Webin login, or can they approve from an emailed link? In my experience, an extra login is where client approvals stall.
Hi, I'm Juhan from Webin Studio in Korea. We run a small development agency, and the money we lost was never on the main contract. It was on the extras: the client asked for one more thing in a call, we did it, the approval sat in an email thread, and the invoice went out without it. Webin Agency Operations is the tool we built to close that gap. A change request goes through impact review, internal approval and the client's approval, and the approved amount reaches the contract, the plan and billing exactly once. Estimates, time, expenses and invoices live in the same project. This first version has no self-service signup: we set up each workspace by hand, so if you run an agency and want to try it, write to [email protected]. Happy to answer questions here.
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