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.
OneDesk now offers the ability to issue Quotes for the work you do for clients. These quotes, once accepted, can be turned into invoices. If you are using QuickBooks Online, you can even get paid. There are a lot of details to unpack in these features, but here are some of the highlights: There’s so much more to say about the Financials features in OneDesk. We will be writing articles and blog posts with a lot more info in the coming weeks.
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 tracking in an agency setting.
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 your QuickBooks account. This way, information is easily synced between systems and your business can be paid accurately and on-time.
Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each time with tasks that include things like wireframes, mocks, prototypes. No matter the web design project, it probably includes these tasks.
The August 2023 release of OneDesk is now live! In this release the team has added a variety of usability enhancements and useful new features.
Canned responses are a must-have tool for any help desk system. Canned responses are pre-written responses you can use to reply to questions and issues received from your customers. Canned responses can make your agent’s life easier and save your company time and money. When done effectively, canned responses can also boost your customer support. In today’s article we will go over canned responses, their benefits, as well as examples and best practices for using them.
In today’s blog we’ll be looking at the basics of kanban boards!
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 guide you towards making informed decisions.