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I've just decided to drop a full accounting package that I have been using and will be using only Freshbooks from now on. The goal is to manage all estimates/invoices/expenses/reporting through Freshbooks. I have a small core of regular clients and Freshbooks fulfills nearly all my requirements however......
I know this as already come up elsewhere but I'm looking forward to a future release that enables me to:
- track general + client/project specific expenses for my own account records and for inclusion in invoices as required.
- produce initial estimates with the option to convert status to invoice if the estimate is accepted. Track these estimates to see conversion rate and even integrate reminders (for myself and/or client) for those that remain unviewed or simply not accepted after a defined period.
- set language options for client interface and for invoices: I'm based in France but need to produced quotes in French and/or English.
Regards
Nick
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Nick,
I'm not sure whether it will comfort you to know this or not, but these are all things we are working on. First step is the time sheet and I think it is going to knock your socks off...you can learn more about it here:
http://www.freshbooks.com/blog/2006/06/ … wn-cookie/
http://www.freshbooks.com/blog/2006/06/ … rks-alone/
From there, I can't comment other than to say I think you must have put some bugs in our office... ![]()
Great feedback/requests. Thanks for posting.
I strongly recommend subscribing to our blog so you can stay up to date with what we are building. You can subscribe here:
If you don't know about subscribing to blogs, you might want to give this a read:
http://www.freshbooks.com/blog/2006/06/23/182/
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I estimate on almost every job I do, and would also love to be able to create estimates with the option for clients to "click to accept" and turn it into an invoice. It would also be great to be able to show clients what their 50% deposit would be on their estimate, and enable them to pay the deposit immediately via paypal or tell them where to send their cheque (adding that work does not commense until cheque is received).
And also being able to add other expenses would be amazing, thus enabling freshbooks to be my complete work+business solution.
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Cool. Estimates is something we toss around frequently over here and we will defintely keep them in mind...this is great feedback by the way.
Daniel has some useful work arounds estimates that I will try to get him to post when he has a moment. Thanks again.
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Hey guys,
I'm still very much looking forward to having an Estimate/Quote feature! Especially with Nick's suggestion of having the "Click to accept" button and then immediately turn it into an invoice. Granted, that invoice can then be edited to change items/time around (when you include timesheets).
At my day job, we're currently using BillQuick 2006. It integrates with QuickBooks which was a definite must for my boss but BillQuick itself is confusing and cumbersome. It creates all sorts of IDs that is not intuitive and limited in terms of having project/item titles and description. Can you imagine writing a paragraph in only one line and no breaks?
This only makes me like FreshBooks more. So you better get cracking because creating Estimates/Quotes are difinitely my priority!
Then I got a couple more suggestions but we'll stick to this one thing for now.
Cheers,
Donna
Last edited by Donna (Aug 18/2006 12:47 pm)
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I use Quicken 2006 to track my expenses - both personal and business.
It would be great if I could use FB to do this so that everything is in one place only.
The other benefits of using Quicken are the following:
1. It automatically downloads (on a set interval), my bank statements (checking, savings and credit card)
2. I can then manually go in (once a week is how I do it) and assign expenses to the correct categories.
3. At the end of the year, when doing my tax return, I use QuickTax Corporate and it automatically imports summary totals from Quicken.
These features are important to me and if FB offers this, I would stop using Quicken immediately.
Now get cracking FB team and make us use FB to manage our businesses completely! ![]()
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Prudens,
I respectfully disagree. I think that the beauty of FB is in it's clean simplicity. I for one was drawn to it because of too much complexity and "features" in other tools (Intuit products included).
I could imagine this as an add-on feature-set for those who need it, but for me, I use it for managing my client billings and client work only. I don't need bank statement integration or expense categories or tax tools or any of a bunch of financial features.
Those seem to be secondary to the purpose of FB as best I can tell. I want FB to continue to do just what they are doing and improvements and features to be within that purpose.
But that's just me. :smile:
-Danimal ![]()
P.S. I definitely understand the draw of the "one place only". It's why I'm in the process of switching all my biz stuff to FB. But it just seems prohibitively complex to try to be the "one place only" for everyone and everything. *shrug*
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I've brought up the competitor billingorchard.com before not to persuad users to move but to spur some innovation on freshbooks part soas not to lose customers. BillingOrchard has a great feature that freshbooks needs to address. They allow you to add time and add services, add fees, etc to a client but not invoice them. So for instance if you add $100 worth of items toa client they can log in and see they will owe $100 and what it is for without actually having an invoice. They could then pay down their acquired balance when they wanted and then you could invoice for individual items or whole balance at a certain time each month etc. The items, fees, time etc that you add can also be hidden from the user until you invoice if you want.
FreshBooks needs to realize that estimates or charges will sometimes need to be added even though you don't want to bill the customer yet.
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I can understand bringing up the competition to FB's directly, but when you keep saying that BO.com already has this feature... It just doesn't seem to jive with you saying that you are not trying to persuade users. ![]()
Anyways I agree that I would like to keep and I will keep Quicken as my accounting software, but invoicing, estimating etc I think FB would be perfect to do that type of stuff for me and leave the actual accounting part to my accounting software.
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Well I could make a long post about what is better about Freshbooks I guess because I used to use BO, but I no longer do because it is not as good. I only point out things that I did like to help Freshbooks be even better so no one would ever have a reason to use anything else. If there are features that I think were good on competing services but noone in this community feels that way then it really doesn't matter, I'm just sharing my viewpoint. I have several online businesses and I LOVE to hear what other people think of cempetitors becsue it makes me see sometimes that I'm missing the baot on a few features or how I do business and I adapt and change for the better.
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Cool, well my advice to help support what you said is to indeed post what you like about FB that is not in BO so that people reading this can make a nice informed decision. It's shaky ground since regardless of your intentions, when people see information like that.. they are definitely tempted as I was to go checkout BO to see if it had all the features that I needed. Which a comparison would be excellent on a different website, but to do that on the FB forum is just bad etiquette. Which from all your other posts Im sure was not what you were going for ![]()
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There's only one thing to add. FreshBooks is doing a great job at support and communication, there are definitely things to look forward to.
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I am just bumping the "estimates" part of this thread. I sent a feature request feedback via email before I read this, so I won't post it again.
But yeah, if I could send out estimates that customers could mark as "approved"... wow... like really wow. That would take Freshbooks from "cool" to "dream"
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I am going to disagree with this idea.
Freshbooks was designed to do one thing: send invoices. It is not a replacement for your accounting software nor was it intended to do so. If you look at the homepage it states, in giant letters: The Fastest Way to Invoice Your Clients.
Adding all these additional features is just going to make Freshbooks more awkward and cumbersome. The majority of users do not want Freshbooks to be a full blown accounting package.
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I don't think making an estimate feature is necessarily a big move to a full featured accounting software and I am very aware of this fact. Being able to send an estimate to a client, in the same system with which you create invoices definitely makes the process faster.
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I have been requesting this for the longest time. Fresh Books people are probably sick of me constantly sending requests lol. Any ways reporting is a critical part of any business. More critical than mailing invoices. Any system that can give me good reports will make my life much easier when the time comes to pay Uncle Sam. Right now reports are ok, but there is no way for me to track my Mileage, purchases, Non Taxable sales etc. I'd love to be able to track all that and then if I want associate those expenses and mileage to jobs and also be able to generate profitability report. Also be able to generat Profit and Loss statements. I think before you guys do any thing else concentrate on reporting modules.
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Not sick of you Usits ![]()
Trafficlight - you are quite right...we are constantly walking a tight rope and trying to ensure we do not confuse things with over development...infact there is a lot of energy concentrated on this topic in the FreshBooks brain trust right now.
In the meantime...I can tell you that expenses (and estimates) are on the way (in a sneaky unconfusing format)...but right now we are 100% focused on redesigning our timesheets...they look great...I can't wait to kick them out the door and deliver an even faster - more painless - way to invoice your clients. Please stay tuned.
- Mike
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Steven from Edgewood Hosting wanted me to post this on his behalf:
Steven wrote:
I'd like to be able to create "estimates" (sometimes known as "quotes" in some industries) within Freshbooks. The interface could (should?) look identical to the invoice entry screen except:
(1) when the link is sent to the customer it clearly says in the email that this is just an estimate and not to be alarmed, they still need to approve the work/services/products listed
(2) the "print view" of the estimate says "ESTIMATE" on it instead of "INVOICE" and there is space at the bottom to put the terms and conditions of the estimate (boilerplate text).
(3) Upon receiving the magic URL link in email, the customer can review the estimate and click on one of three choices:
(3)(a) Click on "ACCEPT/APPROVE" and it gets marked as an approved
invoice. Perhaps even ask the customer to type in their full name
and telephone number as a quasi-electronic "signature" of approval.
(3)(b) Click on "DECLINE" and it gets marked as such.
(3)(c) Click on "SUGGEST CHANGE" and the customer has a small text
box to suggest changes on the estimate. An example would be "I
like the pricing for apples and oranges but can you do better than
$3 on the bananas? Send me a new quote please."
If approved, the estimate gets placed into a queue of "approved estimates" for the Freshbooks admin. Now I can browse through the approved estimates, do whatever needs to happen in the estimate (for my industry, it's activating their web hosting account), and then with one click convert the estimate into an invoice (just bringing over all the line items into the "new invoice" screen). From there, I can adjust the line items if necessary but most of the fields have been entered for me so there's little re-typing. One more click and the real official invoice is on its way to them.
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I agree estimates would be useful
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Fresh Mike wrote:
Daniel has some useful work arounds estimates that I will try to get him to post when he has a moment. Thanks again.
Are these work arounds anywhere? I was going to officially start using freshbooks to send a quote today but I quickly realized that is not part of the system right now.
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Hi Justin,
Some of our clients have found the following two work-arounds to be useful for quoting in FreshBooks.
The first option is to send an invoice to your client in which they choose not to pay. I recommend you delete this invoice afterwards.
The second option involves using our support feature which allows you to have an active discussion with your client and also generate an invoice based on those discussions. The support feature is intended for customer support, but some of our clients have found it a useful tool for quoting.
You can access your support area by clicking on your ‘Support’ tab above. When you create a support ticket, you can add invoice items to the support ticket. You will be able to generate an invoice from these invoice items at the end of your discussions if you wish.
Please let me know if you require any clarification.
Cheers,
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When FreshBooks first started it was a great service they actually listened to people and added some cool features like support ticketing system and a couple of other things. But then same thing happened to Fresh Books what happens to most companies when they get big, they get greedy or whatever else you want to call them, they don't listen to any input and do what they want to do. They just want to include features that will earn them more money such as ground mail and some other project management stuff etc.
I have been requesting and I'm sure other people are for the last 2 years for some features that are fairly simple and will benefit all of us however it seems like Fresh Books staff does not want to listen any more so they just recommend work around. Well I'm sorry I am not interested in work around'. I'm willing to pay a little extra but I want the functionality and features. Such as:
1- Expenses and estimates.
2- Running Profit and loss Reports.
3- Be able to run report on how much discount I have given (think about it I give discount and can't run report how much discount I have given in total that is messed up).
Is that to much to ask guys?
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I'm sure Mike might chime in on this, but let me just give my perspective on the features you're requesting. First, the expenses and estimates are coming, see the following blog post for a brief overview of what Freshbooks accounting will be like when it launches: http://www.freshbooks.com/blog/2007/03/ … ccounting/
This estimate feature is obviously in the future but they are definitely working on them. They also probably have literally hundreds of requests and features that have been thought of, requested, and wished for by existing clients. The important part to remember is that they do have the customers best interest in mind and they want to put out features in a professional and polished format and devote their time to the features that will help a majority of their customer base.
I can't speak for them but I know they would love to accommodate every request to make it the perfect program for everyone for everything, but realistically they can't. But to say they are greedy and that they are only concerned only about features that make them money couldn't be farther from the truth. Please know that they take every request seriously and will implement them as time allows and as customer demand deems necessary.
You can read this blog post from Mike on his feature set philosophy: http://www.freshbooks.com/blog/2007/02/ … tightrope/
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Usits: I understand your frustration. I think Ryan did an impeccable job of addressing your concerns so I'll try not to repeat things.
Thanks for coming to our defence Vortex - I could not have said it better myself.
That said, I want you to know that at every step of the way we ask ourselves, "what is best for the community of people who use this product?" It's never going to be an easy question to answer because everyone has unique needs, so we try to focus on things that will address the needs of the greatest number of people while keeping our service as simple as possible. All I can tell you is that we are still only seven people and that we will continue to do our best to ensure FreshBooks continues to serve the greatest number of people with the greatest amount of value and the least amount of complexity.
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Not to beat a dead horse ... but any timeline on when we might see Estimating in FreshBooks? I think that ties directly into the invoicing process and would help (as has already been stated) in streamlining the process.
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