One and done
Running a business is no easy task, especially if you’re just getting started. The right tools are crucial to ensure things run smoothly. While there are LOTS of apps out there to help you, it’s hard to know where to start and what you need. One platform offers and all-in-one solution for business billing and time tracking without the need to endlessly search for apps and tools to help get your business off the ground.
Time, money, and project management
Cashboard offers freelancers and small businesses a way to track their time, send out quotes and invoices, efficiently manage projects, and generally get paid on time without the hassle of spreadsheets and time tracking apps. It lives in the cloud, so it’s always in sync allowing your employees to access the system and track time, manage tasks, or pay invoices regardless of whether they are at their desk or on-the-go.
Lose the endless spreadsheets
Cashboard runs on the web, iOS, and Android. It’s also encrypted and backed up which they invite you to verify here. If you’re tired of using spreadsheets to track your projects and billable hours, Cashboard may be for you. One of the best parts of Cashboard is the interface extremely user friendly interface. If you’re an advanced user, you will dig the customization and integration options. For example, Cashboard integrates with many popular platforms like Basecamp, Mac Time Tracking, Time Post, QuickBooks, Microsoft Excel and Google Spreadsheets, and PostalMethods.
Guided setup and tracking
If you decide to try it, you can get started immediately, or you can go through the built-in setup guide. If you plan to integrate with Basecamp, the setup guide is a good way to get up and running faster. The guide will walk you through adding your details and default preferences (currency, mode of payment, etc.). Then, you’ll add your clients and you’re ready to create your first project.
When you begin a project, you’ll be able to track the entire process from start to finish. More often than not, you’ll need to create an estimate for the work your client needs; Cashboard has a built-in, flexible estimate creator tool. It allows you to bill by the hour, or by a set price. You can also set flat fees, high/low estimates, and establish two different types of taxes. If you don’t like the default choices, it also supports rich formatting using the Textile markup language and the exporting of payment information and client data.
Invoices in a flash
You can also use the same tool to create invoices. These invoices can be emailed to clients on the fly, or via the Cashboard app. You can also export invoices to PDF. My favorite feature is the “deposit invoice.” You can create these for work that hasn’t been performed yet and any payment will be recorded as outstanding credit. You can link your Cashboard account to PayPal, Stripe, Moolah and Authorize.net, as well as, credit card payments.
If you’re working in a team environment, you can utilize the built-in project management tool to list the tasks you or your team will need to do to complete the project. Then, assign them, add due dates, and once they’re completed, bill your clients. Having an overview of the entire project allows you to track expenses, see what has been paid and what needs to be paid, and which employees are performing best – all without leaving the Cashboard platform.
Two week free trial
While it isn’t the only solution, it’s certainly a good place to get your feet wet with a program that does it all. Cashboard also offers a two week free trial period so you can see if this might be a better alternative to separate project management, billing, and invoicing software.