Freshbooks

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A quick overview of Freshbooks, presented at SBTUG

A quick overview of Freshbooks, presented at SBTUG

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Transcript

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