Using Sufrone Client Workspace
Sufrone Client Workspace, proposals, delivery, support, billing and the concepts customers need to understand.
Client guides
Use Sufrone with confidence.
Follow how an enquiry becomes accepted work, how delivery and support stay visible, how billing evidence is handled, and how to keep your organisation and workspace access accurate.
Client journey
Understand how enquiry, proposal, delivery, billing and support connect.
Products & systems
Understand requested scope, active services, managed assets, and health evidence.
Delivery & support
Follow projects, responsibilities, requests, service levels, and changes.
Trust & access
Review identity, privacy, evidence, account access, and safe operating boundaries.
Choose the right guide
Guidance organised around the decisions clients make.
Start with the task at hand, then use the searchable client library when you need a specific procedure or concept.
Open workspace guide
Commercial and delivery journey
Assessment, proposal decisions, delivery responsibilities, changes, billing evidence, and ongoing support.
Documentation library
Find the exact guide you need.
Search across 6 client guides without leaving the operating context.
Showing 6 of 6 guides.
All audiences
Getting started6 min
Start here: what Sufrone is
A plain-language map of the platform, the client journey, and where to go for products, delivery, billing, documents, and support.
Clients · Founder · Operators · Engineers
Client guide10 min
Using Sufrone Client Workspace
Detailed guidance for navigating the workspace, understanding statuses, responding to work, and keeping the client record accurate.
Clients · Operators
Business workflow12 min
From assessment to accepted work
How Sufrone moves a need through qualification, paid discovery, proposal versioning, approval, acceptance, conversion, and delivery handoff.
Clients · Founder · Operators · Engineers
Business workflow14 min
Billing, pricing, and financial evidence
How Sufrone separates products, integrations, professional services, support, infrastructure, usage, proposals, invoices, and payments.
Clients · Founder · Operators · Engineers
Business workflow11 min
Delivery, projects, changes, and support
How accepted work becomes controlled delivery and how ongoing support is operated without losing scope, ownership, or evidence.
Clients · Founder · Operators · Engineers
Trust and safety13 min
Security, privacy, and trust boundaries
The security model clients and operators should understand, including identity, tenancy, permissions, uploads, secrets, webhooks, audit history, and destructive operations.
Clients · Founder · Operators · Engineers