Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
Engagements make it simple to create detailed work plans, including descriptions, services, billing, and tasks. You can easily share these plans with clients, who can then accept the terms. Automation for tasks will handle the specifics outlined in the engagement. In essence, it's a fast and smooth process for acquiring clients, completing work, and receiving payment.
Create and Send Engagement
Let's get started!
1. Navigate to Work
2. Engagement List
3. Select Create engagement
Alternatively, you can create the engagement through the global + menu
4. Add an Engagement Name
5. Add Start/End date (optional)
6. Search for client
7. Add Assignee(s)
8. Add Signer(s)
If someone is not listed, go ahead and select the + Add new signer option.
Add First name/Last name & Email
9. Navigate to Engagement Items
10. Click the + Add engagement item
11. Type an engagement item or select the Template option just to the right.
We suggest creating Engagement Item templates before filling out the Engagement Builder. Visit this article to learn more.
Take note that engagement items show as service items when the client views the engagement on their end.
12. Select a service item from the dropdown
1. Rate - Enter a rate in USD for the service.
2. Rate type - Select a rate type by hour or item.
3. Billing frequency - Choose the frequency at which the client will receive invoices. Options include:
Weekly
Monthly
Quarterly
Yearly
Upon acceptance
Upon completion
4. Tax due with invoice (%) - Enter a tax percentage due with the invoice.
Add any additional Engagement items if needed.
13. Navigate to Billing and payment
If you've signed up for a payments account with Canopy, you'll see an option for "Payment Settings".
You can require payment methods to be shared in the future (this is for applications that applied as Organizer)
Option to have a Deposit amount before the work gets started
14. Navigate to Terms
Enter General Terms in the provided text box or, better yet, select a terms template to speed up the process. You can find your terms templates in Canopy under Templates > Letter.
The Service Terms are listed based on which engagement items you add to the engagement. So if I add engagement items of Audit and Bookkeeping, both Audit and Bookkeeping terms are listed in this part.
15. Navigate to Tasks and add a task template
Tasks are created from the assigned task templates once the engagement has been accepted by all parties. Once created, tasks can be managed from the Engagements List.
16. Pick from your Task templates, select the Engagement item, and select assignee(s)
17. Save and send
Now that you've got this puppy all built out, grab a coffee, and breathe easy for at least a few minutes. 🤪