Eliminate Burnout with Recurring Tasks

Do you ever feel like you’re running on half a tank of energy? If so, you probably dread opening your email, calendar, or Slack messages on any given day too, right?

If this sounds like you then it might be time to implement a smart platform at your company - one that can eliminate the burnout you’re feeling by automating the busywork you no longer have the energy for. Not only will this save you time and money, but it will give you back the motivation you need to grow your business with confidence.

With that said, here are 3 ways that a smart automation platform will take the pain out of managing people and projects, and get you back to doing the work you love:

1. Recurring Retainer Tasks

Create recurring tasks within retainers or contracts for clients you do work for on a regular basis (and for whom you complete similar tasks and projects for each time). This will save you the pain of repeatedly creating the same tasks every time they are brought on board. You’ll then be able to assign your team tasks ahead of time, set start and due dates, and update any of this information in real-time if the contract changes.

You can even ensure your team (and clients) know when a contract is nearing its limit with automated Triggers or notifications. That way, instead of busting your tail to avoid scope creep, you can focus on driving your business forward and generating revenue.

2. Recurring Projects

Save templates that match common projects for recurring clients so that you don't have to spend time manually creating them - over and over again - when you could be growing your business. You may not realize it yet, but the time you spend on repetitive admin work like this can really add up and hurt your bottom line.

Use your smart platform to put projects together with ease: go from a sale to a quote to a project in just three clicks, or simply use a saved template and customize away! 

3. Recurring Retainer Invoicing:

Automatically turn your billable hours into invoices with integrated online payment processing that takes the guesswork out of running a business. The best part? You’ll make it easier for clients to make payments, and enable your team to get paid faster.

Retainer invoicing also means you won’t have to waste valuable hours jumping from your timesheets to your contracts, and then back to a billing screen because it’s all being processed for you in one automated place. You can even invoice in bulk or customize invoices for each pay period (depending on the type of service, materials used, or expenses incurred) and reuse them for similar clients – it’s never been so easy.

If you're eager to eliminate the administrative burden that comes with repetitive admin work at your business, then click here to start your free trial of a smart platform today.