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Freshbooks

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Craig Bailey
Craig Bailey

A quick overview of Freshbooks, presented at SBTUG

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Freshbooks Craig Bailey www.craigbailey.net @craigbailey
Freshbooks Time tracking Invoicing Online payments iPhone app Also Estimates Expenses Support tickets Documents www.craigbailey.net | www.xensystems.net
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
Quick Demo Log in to Freshbooks (Note to self: Use Chrome) https://sbtug.freshbooks.com/ www.craigbailey.net | www.xenseo.net
Client View Demo Client can see their invoices, support tickets, documents, etc www.craigbailey.net | www.xenseo.net
www.craigbailey.net | www.xenseo.net
Integration Integrates with Xero Shoeboxed iPhone app is excellent Windows Vista widget www.craigbailey.net | www.xenseo.net
www.craigbailey.net | www.xenseo.net
iPhone app Timers Clients Projects Estimates Invoicing $17.99 www.craigbailey.net | www.xenseo.net
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
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
Panel Session Questions for the panel Your suggested tools Other resources http://thesmallbusinessweb.com/ www.craigbailey.net | www.xenseo.net

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Freshbooks

  • 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
  • 7. Integration Integrates with Xero Shoeboxed iPhone app is excellent Windows Vista widget 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