Time & invoicesChatBoardsDocs

Write it down once.

If you have explained something twice, it belongs here. Docs is what a new person reads instead of asking the same four questions.

01Collections, not foldersRunbooks, onboarding, client notes and terms, grouped to be found.
02New people start hereHours, logging time, invoice days, who approves what.
03Terms sit by the workA client’s payment terms live in the same workspace as their invoices.
How it goes
01

Collections, not a folder tree

Runbooks, onboarding, client notes and payment terms, grouped so the whole crew can find them without a tour.

Collections4
How we work6 docs
Client handbooks9 docs
Runbooks12 docs
Payment terms5 docs
Browse then read, the way a messaging app works.
02

New people start here

Hours and availability, how to log time, when invoices go out, who approves what. The first day stops being a series of interruptions.

How we workUpdated 2 Sep
Hours and availabilityRead
Logging your timeRead
Getting paidRead
Who approves whatNew
Written by whoever answered the question last.
03

Terms sit next to the work

A client’s payment terms live in the same workspace as their board and their invoices, so nobody bills against a document they have never seen.

Northwind · termsSigned
Rate cardCurrent
Payment window15 days
Invoice dayLast of month
Changes are versioned, with who changed them.
In detail

Collections, not folders

Runbooks, onboarding, client notes and terms, grouped so they can be found. Hierarchy invites arguments about hierarchy; a flat set of collections invites someone to actually write the page.

What a new person reads

How hours are logged, when they are approved, when invoices go out and who approves what. If the first week can be completed without asking a process question, the doc is doing its job.

  • One page per subject, not a wiki tree
  • Client terms sit beside that client’s invoices
  • Workspace-wide, with a filtered view per channel
  • Exports as Markdown files in collection folders

Written once

The rule is simple enough to hold: if you have explained something twice, it belongs here. Docs is the difference between a team that scales by hiring and a team that scales by answering the same four questions forever.

More on this in the journal