It doesn’t matter what type of freelancer you are quoting, tracking and invoicing jobs is one thing you will have to do on a regular basis. While you can may get away with an ad-hoc system of Word documents and Excel spreadsheets for a while, you will hit a point where they become unmanageable. Here is a simple workflow using some off-the-web tools that integrate with 88 Miles that will make your life easier.
The sending out a quote is a big moment in the relationship between freelancer and client, and it’s important to make a good impression. You should make your quote clear and concise, outlining the scope of work and how much it is going to cost. It’s important to keep track of your quotes – you don’t want to miss an acceptance, and you can follow up with those clients that haven’t replied back to you yet.
Quotient is a great way to keep all of your quotes in on place. Not only can it handle sending out professional looking quotes, it allows your clients to accept them in one click, and it shows you which jobs you have won, and which need a follow up. And! If you have one of the 88 Miles browser extensions installed, you can create a new 88 Miles project right from the Quotient interface!
Just view the invoice, and click the Add to 88 Miles link.
Once the quote has been accepted, the fun bit starts (Well, I think the work is the fun bit). It’s essential that you keep organised. Everyone has tried to use their email client as a project management tool, but all that leads to is a full inbox, and one frustrated freelancer. Keeping files and task lists in one place is a simple way to stay organised. Basecamp from 37 Signals is a simple project management tool that throws away boring gantt charts and instead concentrates on task lists, notes and files, putting them at your finger tips.
Using the 88 Miles browser extensions, you can track your time from inside Basecamp – each todo item has a little timer icon, which allows you to punch in and out as you do work.
It’s important to do your invoicing right – mistakes will cost you money. 88 Miles is able to push time sheets directly to Saasu, from which you can email out your invoice. It will also track which ones have yet to be paid. Once you have linked your Saasu account to 88 Miles, you can choose to create an invoice as soon as you sign off from a project.
Once you have created the invoice, you can view it and sent it out via Saasu.
By using the 88 Miles integrations you can manage your whole project quickly and easily! Click the links below to download the 88 miles browser extensions that tie all of this together.