Freelance toolkit.key

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Tools for freelance web designer / developers. Covers invoice management, GTD, project management and other resources.

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  • Freelance toolkit.key

    1. 1. Freelancers Toolkit • Finances - Invoice management • Getting things done - To do list management • Project management • Other resources
    2. 2. Finances - Invoice management • Bamboo Invoice • Canny Bill • Fresh Books • Less Accounting • icomptroller.com - David Lavery
    3. 3. Bamboo Invoice Dashboard
    4. 4. 1. Create a client - enter the business details
    5. 5. 2. Create new invoice
    6. 6. 3. Create new invoice
    7. 7. Invoice summary
    8. 8. Financial Overview
    9. 9. Summary Bamboo Canny Bill Freshbooks Free - 3 clients Free - 3 clients £4.99 - 20 $19.95 - 25 Price Free £12.99 - 500 $29.95 - unlim. £19.99 - unlim. $39.95 - unlim. Manage clients, invoice, reporting Create order forms to sell stuff Sell domains and web hosting Send marketing campaigns Time Tracking
    10. 10. GTD - Getting Things Done • GTD - Dave Allen • 43 Folders • iGTD (Free) & Things (Comercial) - (Both Mac only) • http://getontracks.org/ • www.gtdify.com + Shuffle App on Android
    11. 11. GTD You basically got 5 phases which are: • Collect • Process • Organize • Review • Do!
    12. 12. My setup www.gtdify.com
    13. 13. Other options • Evernote • Remember the milk • Active In-Box
    14. 14. Basecamp Vs Collabtive • Create projects / tasks / milestones / time tracking • Create users, set permissions • Assign tasks, collaborate with team or clients
    15. 15. Collabtive Basecamp $24 - 15 projects $49 - 35 Free $99 - 100 $149 - unlim. To do lists, milestones To do lists, milestones Import projects from Basecamp Project templates Time Tracking Time Tracking - Not on lowest plan Contribute to the dev community 30 day free trial
    16. 16. Collaboration • 37 Signals • Google apps - Business email • Google Docs / Sites / Calendar / Google Wave • Source control • Project Locker - Free: 5 users 500Mb • Unfuddle - Free: 1 active project, 2 users, 200Mb • Dreamhost - 1 click install of sub version repository
    17. 17. Other Resources • Lifehacker.com • 1 Day Later - Time tracking • www.opensourcecms.com • Top 20 Project Management tools - http://garmahis.com/reviews/top-project-management-tools/ • lesseverything.com
    18. 18. To be continued... LavenderWebDesign.co.uk

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