Project-Alpha Project-Alpha Docs

Workflow Map

Most PA work starts with a client and moves through documents, projects, links, and payments.

Client or Organization
  |
  +-- Project
  |     |
  |     +-- Files, notes, clients, documents, project invoices
  |
  +-- Quote -> Contract -> Invoice -> Payment
          \        \          \
           \        \          +-- Stripe or offline payment
            \        +-- Signed upload or activation
             +-- Public approval or denial

Choose the Right Workflow

Need Use
One job, one agreement, one invoice Regular quote or contract
Hosting, retainers, or recurring service Long-term contract
An agreement where invoices happen only when work is requested On-demand contract
Many related documents, files, or client contacts Project
Client enters their own contact details Client onboarding
Client needs document access without a login Public links
Reuse service pricing or connect services to worker time Service Library and Work Activities
Track time, correct pay, close periods, or export payroll Workforce, Time, Billing, and Pay

Workflow Guides