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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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