Sep 26, 2023
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By Kadri Pultsin
While gearing up for bigger fall releases, which will include a brand-new project view and revenue forecasting options, our focus is on smaller updates this month. Like simplifying the Stripe setup as a continuation of our recent mission to enhance client collaboration options, and doing some behind-the-scenes technical fixes to improve Scoro’s overall performance.
Sep 20, 2023
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By Kadri Pultsin
Xero is a technology company that provides cloud-based accounting software for small and medium-sized businesses. It helps them easily manage their day-to-day financial operations by simplifying and automating financial tasks, such as invoicing, payroll, and expense tracking. Pairing good accounting software with a comprehensive project management solution is the smartest and fastest way to improve business operations.
Aug 30, 2023
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By Kadri Pultsin
This month the spotlight is on enhanced collaboration with clients as we’re making Scoro’s quotes all the more interactive and easily shareable. And that’s not nearly all – we’ve been busy and packed in a slew of smaller work management improvements as well!
Aug 2, 2023
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By Kadri Pultsin
Smart budgeting is crucial for project success. So this month, we’re calling in data visualization to add another dimension to budget planning in Scoro. Our new project charts empower you to plan, track and analyze the budgeted hours even more proactively.
Jul 17, 2023
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By Justin Zehmke
In today’s fast-paced and complex business landscape, agencies face numerous challenges when it comes to measuring and improving their profitability. The traditional approach of relying solely on financial data to gauge performance is no longer sufficient. As the industry has evolved over the past few decades, the pressure on margins has increased, service businesses have become more intricate, and smaller firms now operate with complex business models.
Jul 4, 2023
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By Kadri Pultsin
We are continuing our streak of action-packed version updates! Our July iteration is an absolute game-changer for anyone working on retainers, while also including numerous smaller project management enhancements. Users of Exact Online can also rejoice as we’re launching the trailblazing integration!
Jun 6, 2023
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By Kadri Pultsin
This month we’re all about better insights – our brand new Reports Library makes it easier than ever to delve deep into various aspects of your business while a tiny new button in the Gantt chart will forever change the way you share project insights with your clients.
May 10, 2023
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By Kadri Pultsin
Get ready for a supercharged update! Our May version includes two high-impact improvements that give you new superpowers in Scoro – read below how to unlock the full quote-to-cash flow with role prices and set up advanced automagical workflows or notifications!
Apr 27, 2023
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By Scoro
PSA (Professional Services Automation) software can help streamline consulting services project management by providing integrated project management tools. Consulting services are complex operations that require efficient management to ensure success. Project management in consulting services involves planning, organizing, and coordinating resources to achieve specific objectives.
Apr 24, 2023
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By Scoro
IT project management can be challenging, especially when managing multiple projects with different deadlines, budgets, and teams. As an IT company, you must ensure that your projects are completed on time, within budget, and to the client’s satisfaction. However, with so many moving parts, tracking everything manually can be challenging. This is where Professional Services Automation (PSA) software comes into play.
Sep 13, 2023
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By Scoro
Watch our latest webinar with Parakeeto’s agency profitability expert, Marcel Petitpas, to learn about agencies' common misunderstandings while selecting pricing strategies.
Sep 13, 2023
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By Scoro
In our recent webinar with agency profitability expert Marcel Petitpas, we looked at a game-changing framework—the Agency Pricing Quadrant™. It's all about making pricing decisions that fit YOUR unique circumstances. The Agency Pricing Quadrant™ helps you chart your pricing strategy. 💰Whether your services involve high or low risk and high or low value, don't let industry trends dictate your pricing model—choose what aligns with your context and business needs.
Sep 5, 2023
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By Scoro
Watch the 1-hour session to: Uncover the biggest pricing mistakes businesses make Understand how to tweak your pricing as your service offer evolves Get tips on handling tricky pricing talks with customers.
Aug 15, 2023
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By Scoro
Operations can often feel like an agency afterthought, but it’s an area that can’t be overlooked for long. Watch this video, in partnership with Agency Hackers, where Harv Nagra from SAENTYS shares his best practice on agency operations and the crucial role they play in success.
Aug 9, 2023
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By Scoro
We teamed up with Marcel Petitpas – CEO and Co-Founder of Parakeeto and expert in agency performance optimization – to share valuable insights and practical strategies on how to accelerate growth and maximize profitability. In this video, you will:👉 Learn about the must-know metrics that top agencies track religiously.👉 Discover targets to aim for and industry benchmarks that separate the best from the rest.
Jul 11, 2023
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By Scoro
In this video, we'll show you how to plan, track, and invoice retainer projects in Scoro. Retainers are long-term partnerships where a client pays a fixed sum for a set number of hours or deliverables each period. While you enjoy a predictable revenue stream and workload, your client secures a strategic partner to help them achieve long-term goals. To set up a retainer in Scoro, simply toggle the switch to retainer when creating a new project.
Jul 10, 2023
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By Scoro
In this video guide, we'll walk you through the process of adding services, predefining cost and selling rates, and achieving consistency across your team. By predefining your service offer in Scoro, you'll save time on double-data entry when creating financial documents and gain valuable insights through insightful reporting on your services. Ensure profitability and maintain a standardized approach to pricing with ease.
Jul 10, 2023
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By Scoro
Looking to supercharge your productivity in Scoro? Check out our comprehensive video on triggers and actions in Scoro. With the help of triggers and actions, you can easily automate parts of your workflows and set up custom notifications to stay on top of your daily tasks. You can create different rules with the simple logic of "When this happens and these conditions apply, then do that". It helps you to automate repetitive tasks and save time. This in turn increases your own efficiency as you can focus on the important tasks while automations take care of the mundane ones.
Jul 10, 2023
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By Scoro
Reports library is the quickest way to find the essential metrics you can monitor to optimize your business performance. In this video you'll discover expert-built templates for productivity, utilization, revenue, cost, profitability, and sales reports. Watch this video to explore the valuable insights each category holds!
Jul 6, 2023
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By Scoro
Discover the easiest ways to log your time in Scoro and streamline productivity. In this video, we'll explore three effective techniques: Real-Time Activity Logging: Keep track of numerous small tasks by starting the timer in the task view. Pause when taking breaks and mark activities as done when finished. You can also use the stopwatch from the top menu for convenience. Retrospective Time Entry: For larger tasks, log time retrospectively. Add time entries to tasks in Scoro once you complete a significant portion of the work. Alternatively, log time directly from your timesheet.
Apr 21, 2021
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By Scoro
It's no secret that time is wasted in the workplace - whether on coffee breaks, slow business processes, needless meetings, or a combination of the above. And all of those trivial activities add up, whether they're intentional or not. In fact, research shows that the average employee spends only three hours in an eight-hour day on meaningful work. That's more than 25 hours wasted every working week! If only you could reclaim most of this wasted time... Here's the good news - you can!
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The all-in-one business management software designed to bring your team, projects, sales, and reports together.
Scoro is an end-to-end business management solution that allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing.
Scoro’s features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.
A single place for everything you need to know and do. From the first "Hello" to the final invoice.