Projects are super important to a service-based business. But the actual intake process can be complicated, usually due to a lack of organization and formal processes. How do you decide what to take on? How do you make sure you don’t overpromise and underdeliver? The answer is a Project Intake Process, and if you aren’t […]
Managing Project Intake for Service Businesses More
When you first start a business, spreadsheets are a great way to stay organized. They are flexible, easy to use, and free. But as your team grows and you take on more clients, relying on spreadsheets to manage your operations usually leads to more work, not less. If you feel like you are spending too
Moving From Spreadsheets to OneDesk: Why It’s Time to Upgrade More
If you’re running a service-based business or managing complex projects, you might be familiar with ‘tab fatigue’. This is when all your requirements are in different places. This means switching tabs to check dates in one tool, update your client via email, log time in another tool, and manually copy data between them all. When
How to Track Deliverables, Timelines, and Billing in One Place More
There is a lifecycle every successful digital agency goes through. At first you are a team of three handling five clients and email is your best friend. It is fast and universal. A client emails a request, you reply, you do the work, and you reply again. But as your agency grows this process doesn’t
6 Signs Your Agency Has Outgrown Email for Client Requests More
What is a block of hours agreement? A block of hours agreement can be referred to by a number of other terms, such as a block of time, block contract, or prepaid hours agreement. Some client billing agreements involve invoicing upon completion of a project, or on a monthly or other scheduled basis. In most
How to Quote for Projects Quoting is a crucial step in project delivery, as it enables both the business and the client to understand the project’s scope and accurately project revenue. In this article, we’ll cover the essentials of creating quotes for projects or services, emphasizing the importance of accuracy and thoroughness. What is a
How to Create Project Quotes More
Agency time tracking refers to the process of monitoring and recording the amount of time that an agency and their employees spend on client projects and tasks. Agency is a broad term encompassing businesses such as: government agencies, marketing agencies, and creative services. In today’s blog we’ll look at some strategies to implement and utilize time
Strategies for Agency Time Tracking More
Professional Services Automation (PSA) software enables your business to easily and accurately log time, plan client projects, and provide continuous client support. With a QuickBooks integration, you can sync data from the PSA tool easily. For example, you can generate invoices from time logged within your PSA tool, then send over those invoices right to
Professional services software integrated with QuickBooks More
In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll
12 Must-Have Features of PSA Software More
What are Managed Service Providers (MSPs) Managed Service Providers (MSPs) make sure businesses can focus on providing their core services by handling the IT side of things. Managed service providers keep everything running smooth, from managing a company’s networks to setting up servers and tackling cybersecurity. Challenges of MSPs Running an MSP comes with its
Benefits of PSA Tools for Managed Service Providers More