Freshbooks

Craig Baileywww.craigbailey.net

@craigbailey

www.craigbailey.net | www.xensystems.net

Freshbooks

• Time tracking• Invoicing • Online payments• iPhone app

• Also– Estimates– Expenses– Support tickets– Documents

www.craigbailey.net | www.xenseo.net

My Scenario

• Company with 1 employee• Consulting work• Selling time• Very few expenses

• Need – Easy Time tracking– Invoicing– Online payment– Integration with Accounting

Quick Demo

• Log in to Freshbooks• (Note to self: Use Chrome)• https://sbtug.freshbooks.com/

Client View Demo

• Client can see their invoices, support tickets, documents, etc

Integration

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

iPhone app

• Timers• Clients• Projects• Estimates• Invoicing• $17.99

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)

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/

Freshbooks

Technology

Freshbooks Workshop

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