Consulting / agency
Discovery, deliverables, and milestones as line items. Compare retainer versus fixed project pricing before they accept terms.
Show both structures side by side when you are scoping flexible engagements.
Deliverables and payment milestones live on the proposal they accept, not buried in attachment three.
Collect the first payment on approval so kickoff is not waiting on another email thread.
Scope discovery, deliverables, and milestones as line items with clear options. Customers compare retainer versus project pricing on one link and pay the deposit to kick off.
Same Jorvio workspace as every other trade: quotes, portal, calendar, jobs, and optional Stripe payouts when you connect them under Settings.
7-day free trial on every plan. No card required to start. Unlimited quotes on Solo, Pro, and Agency.