Getting More From My Freshbooks Account
Hey, just a quick post to tell you about how I am getting more out of my Freshbooks account!
It took me about 5 minutes to setup my new client who is a real estate investor, marketing consultant, speaker, educator and author with secure access to their own private area within my Freshbooks account.
All I had to do was add them as a new client, select the type of permission they would have to their account such as access to view and pay their invoice from anywhere, upload task lists, and all the required files for me to start working on their projects.
This client was able to log in immediately and upload everything I needed to get started.
So today, I will be processing all the work while the time is tracked directly to their account. This means they can log in at any time to see what I have done to date without the hassle of having to email me for a time sheet etc…
It is simple for me to delegate tasks to sub contractor’s through my Freshbooks account and grant them access to the area’s that I need them to view while tracking their time at their rates…
I am loving it!!!
If you want to sign up for an account they do offer a free trial – and for those who want to upgrade their account or even start off with an upgraded account there is a sweet promotion going on for Virtual Assistants from VAclassroom.com – $25 Discount code: VACFRESH (good until January 31, 2009).
Go sign up here – https://ultimatebizassistant.freshbooks.com/signup/ and be sure to share any tips or tricks with me!
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Comments
Thanks Frances! You are too kind ; )
Rayanne Langdon — Marketing Coordinator, FreshBooks.com
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