Picture this: You’re about to enter a meeting with a high-value client. But, you forget your laptop that has all of your relevant tasks and projects on it. What do you do?
If your first thought is to panic and catch the next available Uber back to the office, then you’re probably not using cloud-based software to run your business. Why do I say that? Because the right smart platform lets you access all of your team projects, communication, and calendars from anywhere and at any time - so you don't have to sweat the small stuff!
With ServOps technology that syncs your client work from your laptop to your mobile device, you’ll always be able to work efficiently from any location, and in turn, make more money on-the-go. Here’s how:
Create, modify, and sync timers from your smartwatch to your business operations platform in an instant. Use your wearable technology to track all of your billable hours from any location in the world, as long as you’re wearing your smartwatch. Yes, this means you no longer need to carry around a laptop when visiting clients off-site just to make sure you’re getting paid for every minute spent there. Instead, simply transfer your saved timers over to your mobile or web app, where you can then complete the billing process upon return to your desk.
Making sure you’re optimizing billable hours is crucial for bringing in larger profits and increasing your company’s efficiency - so start tracking time and saving money.
Integrate with a smart platform that allows you to view and edit all of your projects from your mobile app. That way, you’ll have access to all of your emails and client information literally at your fingertips - so you’re always updated on the most recent changes to a client project no matter where you are. This is especially helpful for professionals on-the-go who need a last minute refresh or update just before entering an important client meeting.
The best part? You’ll be able to see (on your smartphone) how your budgets are progressing, or affecting your projects, in real time. This prevents scope creep from setting in and allows you to maximize on your returns from the convenience of your mobile device.
If you’re a project manager at an agency that’s in charge of high-value, ongoing client work, then you know how important retainers are for working efficiently and retaining business. You should also know that handling this process can be a whole lot easier. With the right smart automation platform, you’ll be able to create recurring invoices from an existing retainer (or from scratch) and send them automatically to your clients...all from your mobile phone. Not only does this free up the time you would have spent sending the same invoice every month, but it allows you to secure clients and contracts (which bring in more money) from anywhere, at any time.
Using a platform that gives you insight into how profitable your business is in real-time is something that provides so much value, it pays for itself very quickly! So, to learn more about the benefits of working on-the-go with automated technology, click here.