Project numberer – Billings Pro

Problem/needs

Jillani, Shah & Shamim Advocates and Legal Consultants are a Pakistan-based law firm using Billings Pro. They required each project in Billings Pro to have a unique project number, to be used for internal reference purposes. They contacted us after hearing from Marketcircle about similar tools we have provided to other businesses.

Solution

We provided them with a custom script that could be run to create a new project. Before a new project is created, they run the script which takes a unique project number from the database and creates a project with that number.

We identified there was a possible risk of numbers being duplicated – especially if a few people were creating new projects at the same time. To minimise this, the script forces a sync to the server when a new project is created, greatly reducing the risk of duplication.

Results

Jillani, Shah & Shamim Advocates and Legal Consultants can now create projects in Billings Pro with a unique project number. This saves the company time in having to manually create project numbers and reduces the risk of duplication.

This is a very common request and we are able to implement for Daylite 3 and 4, as well as Billings Pro.