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A quick overview of Freshbooks, presented at SBTUG
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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
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)
Questions
• Email me– [email protected]
• Consulting Services– www.xensystems.net
• More resources– www.craigbailey.net/resources – www.craigbailey.net/bloggers
www.craigbailey.net | www.xensystems.net
www.craigbailey.net | www.xenseo.net
Panel Session
• Questions for the panel• Your suggested tools• Other resources– http://thesmallbusinessweb.com/
