Step 01
Win the client.
Mark a deal won and Scrambl drafts the contract, lists what you promised to deliver, and holds the price you agreed.
DealContractProject
Deliver it
Get paid
Run the business
One client record, start to finish.
A deal becomes a project, hours become an invoice, finished work becomes documentation. Nothing is exported and nothing is typed twice.
Step 02
Deliver the work.
Tasks, hours and conversations live on the project. Every approved hour counts against the part of the contract paying for it, and clients follow along in their own portal.
TaskTime entryBudget
Tasks+Add Task
Tasks214Workstream
Search all tasks...StatusAssignee+ FilterView
Buckets2
July 2026Jul 1 - Jul 31, 2026
August 2026Aug 1 - Aug 31, 2026
Task nameStatus
TPayments integrationIn Progress
TVendor onboarding flowIn Review
Checkout drops the cart on a declined cardIn Progress
TSaved payment methodsTo Do
TGift card redemptionTo Do
TWholesale pricing tiersDone
TOrder history CSV exportDone
Prompt to share a wishlist on first loginBacklog
TReceipt email templateBacklog
TTax rates by regionBacklog
+ Task
TSK-231Follow×
TPayments integration
inPayments
Status
In ProgressPriority
highAssignees
MTMaya T.Scheduled date
Aug 11Due date
Aug 22Tags
CheckoutTask group
PaymentsBucket
August 2026Project
Storefront RebuildDescription
User Story
As a Cobalt Supply customer, I want to pay for an order without leaving the storefront, so a reorder takes one step.
Description
- Decide the payment model (invoice versus direct checkout) before further estimation.
- Vendor onboarding happens inside the wholesale portal.
- Handle payment webhooks reliably (signature verification, idempotency).
- Show payment history to both sides of the order.
Acceptance Criteria
- The chosen payment model is recorded with rationale.
References3 subtasks · 2 comments
Step 03
Get paid.
Invoice from hours you already approved, milestones you hit and fees you agreed. What you charged sits beside what it cost, so profit is a number you read.
Time entryInvoiceMargin
Invoices+New Invoice
All Invoices32RecurringSettings
Search invoices...StatusClient+ FilterGroupView
| Client | Invoice | Amount | Status | Generated from | Due |
|---|---|---|---|---|---|
| BLBrightloom Studio | INV-148 | $4,200 | Draft | Approved hours | - |
| MRMarigold Roasters | INV-147 | $9,100 | Sent | Milestone | Mar 28 |
| COCobalt Supply Co | INV-146 | $14,000 | Sent | Milestone | Mar 24 |
| HFHalcyon Fitness | INV-145 | $5,250 | Paid | Approved hours | Mar 10 |
| AFAlder & Finch | INV-144 | $10,300 | Sent | Fixed fee | Mar 22 |
| SHSunna Health | INV-143 | $19,300 | Paid | Milestone | Mar 8 |
| VLVerdant Labs | INV-142 | $3,200 | Paid | Retainer | Mar 5 |
| FLFernway Legal | INV-141 | $2,400 | Overdue | Fixed fee | Feb 27 |
| BTBeacon Trail Co | INV-140 | $5,600 | Paid | Approved hours | Mar 3 |
| QDQuillon Design Co | INV-139 | $7,100 | Paid | Milestone | Feb 28 |
| TWTidewater Marine | INV-138 | $7,800 | Paid | Fixed fee | Feb 25 |
| NRNorthpine Realty | INV-137 | $4,300 | Paid | Approved hours | Feb 21 |
| LILarkspur Interiors | INV-136 | $2,900 | Paid | Retainer | Feb 18 |
Step 04
Keep what you learned.
Record a meeting or capture a process and Scrambl writes it up as an article. Benny answers your team from it, your clients read it in the portal.
CaptureArticleBennyPortal
You asked:
“How do we onboard a new client?”
Benny
From the Client onboarding article, captured last month:
- Step 1: Send the welcome form and create the kickoff project from the won deal.
- Step 2: Invite the client to the portal and share the contract for signature.
Open the articleStart onboarding
Why does one system beat ten tools?
Each tool does its own job well. Work goes missing in the gaps between them.
One client, one record
The deal, the project, the invoice and the portal all read one client record, so the numbers agree.
No forms to fill in
Winning a deal, promoting a ticket, recording a process: each one files the details for you.
Nothing falls through the gap
Selling, delivering and billing happen in one place. There is no handover for work to fall into.
Where else does work hand off?
Six handoffs run through Scrambl. Follow any one to see it in full.
01From closed deal to paid invoiceA won deal becomes a contract, a project and an invoice02Budgets that match realityProject budgets tied to the contract money that funds them03Know if you can staff what you are sellingSee who is free before you sign the deal04Know how every client is doingCalls, tickets and invoices in one view of the account05Requests become scheduled workA ticket becomes a scheduled task, with the status sent back06Finished work becomes documentationRecordings and notes become articles your team can reuse
Frequently asked questions.
Don't see your question? Contact us
Is Scrambl one system, or several tools integrated together?
One system. The deal, the contract, the project, the hours, the invoice and the portal all read the same records, so there is nothing to sync. Integrations pull in email, meetings and code, but never a second copy of your client.
Where does the data come from if nobody types it in twice?
From the work itself. Winning a deal drafts the contract, promoting a ticket creates the task, approving hours feeds the invoice, and capturing a process drafts the article.
What if I only want part of it?
You switch each capability on or off for your workspace. Adding billing or the client portal later is not a migration, because they read the records you already have.
What happens when a record has to change?
Every edit is logged, changes show up live, and merging two records can be undone. Custom fields, tags and workflows sit on top of the shared records, so shaping Scrambl around your process does not break your reports.
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