3 Ways to Automate Busy Work

Avoid Repeatable Processes with One Smart Tool

Apr 2 2018 read

When it comes to running a successful business, there are many repetitive tasks that need to get done.  While they might be redundant and even get in the way of you focusing on your clients, avoiding them could actually put your company at risk.

But - did you know there’s a way for you to bypass the risk and the repetitive admin work with smart automation?

With an automated smart platform, you can easily set up recurring tasks, projects and payments in a few simple steps - so that you can focus on the work you love to do without all the manual mayhem, data entry, and jumping between tools.

Here are 3 ways to optimize an automated platform for simplified business processes:

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 each time). This will save you the hassle of repeatedly creating the same tasks every time they are brought on board. You’ll be able to assign them tasks ahead of time, set start and due dates, and update any of this information in real-time if the contract changes.

With recurring tasks, you can also let your team (or even clients) know when a contract is nearing its limit, by proactively managing expectations with automated notifications. This enables you to drive your business forward since you’ll be able to focus on other revenue-generating channels, like attracting new business, instead of playing catch-up or trying to avoid scope creep.

Recurring Projects

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

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Use your smart platform to put projects together with ease, using either preconfigured templates or by starting with a blank canvas, and customize away!

Now, all that's left to do is convert that project into a payment...

Recurring Retainer Invoicing

Automatically turn your billable retainer hours into invoices and get rid of the guessing game you’ve been playing at the end of every billing cycle. With integrated online payment processing, you’ll make it easier for clients to make payments, and enable your business to get paid faster.

What’s just as good as making money? Saving time. Retainer invoicing means you won’t have to waste valuable hours jumping from your timesheets to your contract, and then back to a billing screen - because it’s all being done for you in one automated place.

If you’re managing client work, you can further save time by customizing invoices for each pay period depending on the type of service, materials used, or expenses incurred - and reuse them for similar clients. Genius, right?

With a smart platform, you’ll be able to streamline your workflows for recurring workflows and revenue - and ultimately, get yourself back to doing the work you love. Click here to learn more about running a business with ease, and how you can find a platform that's right for you.

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