According to our Go Getters community poll, small business managers spend 20-50% of their time on admin. Some of these tasks are avoidable - like scrolling through an old email trail to find a reference code, searching for a work photo from months ago, or remembering the invoice number for a particular project with a regular client.
That’s why we create projects – the simplest way to keep all your documents and information in one easy-to-access place. Now you can spend less time on admin and more time on what matters most.
Whether it’s an open opportunity or a live project, create a space for each to store everything you’ll need to get going conveniently. More easily access the site location, notes, multiple client contacts (when there’s an office contact and an onsite contact, for example), estimates, invoices, photos, PDFs, and more.
Here are 4 exciting projects features we can’t wait for you to use:
- Add multiple contacts and locations
Does your project have a physical location different from the billing address? Or perhaps your project serves several locations? Keep them all in one project.
- Upload images, PDFs, and other attachments to your project
Store all your project’s in-progress and completion images in one place, plus your PDFs for handy reference. Attach your other documents, so everything is in one convenient place.
- Store notes to yourself about the project
Use free text to add essential details about the project - including reminders, project nuances, or customer preferences.
- Add the name and date your projects for easy discoverability
Find your projects easily by giving them a name you’ll recognize and add other important information like dates.
You spoke - we listened
In the early stages of creating projects, we worked closely with Invoice2go customers to gain real-time feedback on the problems that the tool can solve and how to improve quickly.
The most important problem that we aimed to solve was a lack of organization of important documents and information for client projects. The solution we aimed for was to have a central location for this, so project managers can get everything they need to run their project smoothly in just a few taps.
One of our long-time customers, Joe Yeaman, owner of Yeaman Painting, participated in the early access program for projects. He recently provided feedback that “Projects is my secret weapon. It’s given me a framework to operate within. This has, in turn, freed up more time for me to be in the field working, leading to business growth!”
Ready to get started? Sign in to Invoice2go and find projects in the main menu. Not a member? Start your free trial today (no credit card required).
Learn more about Projects here.