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Freshbooks

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A quick overview of Freshbooks, presented at SBTUG

A quick overview of Freshbooks, presented at SBTUG

Published in: Technology
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Transcript

  • 1. Freshbooks<br />Craig Bailey<br />www.craigbailey.net<br />@craigbailey<br />
  • 2. Freshbooks<br />Time tracking<br />Invoicing <br />Online payments<br />iPhone app<br />Also<br />Estimates<br />Expenses<br />Support tickets<br />Documents<br />www.craigbailey.net | www.xensystems.net <br />
  • 3. My Scenario<br />Company with 1 employee<br />Consulting work<br />Selling time<br />Very few expenses<br />Need <br />Easy Time tracking<br />Invoicing<br />Online payment<br />Integration with Accounting<br />www.craigbailey.net | www.xenseo.net <br />
  • 4. Quick Demo<br />Log in to Freshbooks<br />(Note to self: Use Chrome)<br />https://sbtug.freshbooks.com/<br />www.craigbailey.net | www.xenseo.net <br />
  • 5. Client View Demo<br />Client can see their invoices, support tickets, documents, etc<br />www.craigbailey.net | www.xenseo.net <br />
  • 6. www.craigbailey.net | www.xenseo.net <br />
  • 7. Integration<br />Integrates with Xero<br />Shoeboxed<br />iPhone app is excellent<br />Windows Vista widget<br />www.craigbailey.net | www.xenseo.net <br />
  • 8. www.craigbailey.net | www.xenseo.net <br />
  • 9. iPhone app<br />Timers<br />Clients<br />Projects<br />Estimates<br />Invoicing<br />$17.99<br />www.craigbailey.net | www.xenseo.net <br />
  • 10. Be Wary Of<br />Changes to plans<br />Eg initially I could have 3 staff on my plan, now I need to upgrade in order to add more staff<br />Same for number of clients I can manage<br />Integration limitations<br />Eg Xero only pulled in outstanding invoices (not all invoices)<br />www.craigbailey.net | www.xenseo.net <br />
  • 11. Questions<br />Email me<br />craig@craigbailey.net<br />Consulting Services<br />www.xensystems.net<br />More resources<br />www.craigbailey.net/resources<br />www.craigbailey.net/bloggers<br />www.craigbailey.net | www.xensystems.net <br />
  • 12. Panel Session<br />Questions for the panel<br />Your suggested tools<br />Other resources<br />http://thesmallbusinessweb.com/<br />www.craigbailey.net | www.xenseo.net <br />

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