All-in-One Project Management Software

Not necessarily. You can use Projects in FreshBooks as team collaboration software or on your own as one of your team’s project management tools. Whether you use it as collaboration software or project management software, you’ll be more organised and efficient. Project management features like commenting and file-sharing will help you keep your projects and business more organised.

Wondering if that project is even worth taking on? Read this article: Yea or Nay: How to Decide Whether a Project is Worth Taking

Get the full picture of using Projects on FreshBooks in this quick video.

Check out this case study video: How Zachary’s Firm Uses Profitability Tools to Save €1,700/Month

As a Business Owner, you have full access to your account and all options, but you can also set up each of your team members as an Admin, Manager, Employee, Contractor or Accountant.

Different levels of access and permissions are available depending on the role you assign to your team members. All roles except Contractors will use your business’ account, while Contractors will have their own separate project management account where they can access Time Tracking and Project information.

Here’s a brief overview of each role you can set up on the FreshBooks project management software to get started on team collaboration.

Business Owner: The owner created the FreshBooks account, and has full access to every project management tool, but cannot add and edit custom accounts in the Chart of Accounts or create Journal Entries (only an Accountant can do these things).

Admin: Admins have access to a number of sections in the business’ account, with some limitations. You can view a full list of features available to Admins here.

Manager: Managers have access to many of the business account’s sections, like Settings, Clients, Invoices, Payments, Expenses, Projects, Time Tracking, and more, with some exceptions. You can view a full list of features available to Managers here.

Employee: Employees have access to their own information for the following sections: Time Tracking, Projects, Expenses, and Bills.

Accountant: Owners on Plus and Premium plans can add up to 10 Accountants to their business account at no extra cost. Accountants can see your business’ Dashboard, Invoices, Payments, Expenses, Reports, and Chart of Accounts.

Contractor: Contractors can use FreshBooks as a task management tool by viewing and tracking time for any Projects they’re invited to.

Here’s how to invite staff members to a project.

Once you invite your team members to your new project management software, you can start assigning them to Projects. In your Project, you can go to “Edit Project” and then select “Invite Project Members”. From here, you can select Team Members by checking the “Select All” checkbox or by individually checking off Team Members. From there, you can save your selection.

Any added team members will receive an email informing them that they have been invited to the Project team. Once invited, team members can collaborate in the Discuss tab. Everyone that’s invited to a Project can engage in file sharing and leave comments, as well as see others’ files and comments. 

Nip project problems in the bud before you even get started: How To Spot a Problematic Project Before it Begins

Billing for projects is easy and can be done in just a few clicks. To create a new invoice from your Dashboard, you can click the Create New button, and then select Invoice. You can also click on Invoices, and then click the New Invoice button on the top right of your screen.

Once you’ve started a new invoice, you can make changes like accepting online payments, customizing your invoice style,  and filling in your Client info. Once you’ve selected a Client you can opt to send late reminders, charge late fees, and adjust the currency and language settings.

When you’ve finished setting up your invoice, you can save it, send it as an email to your Client, or download and send it as a PDF. Here’s a step-by-step guide to creating an invoice.

You can also assign an existing Team Member as a Project Manager to track progress on and generate invoices for projects. 

Yes, you can! You can also assign Invoices received from Contractors to Projects which makes it easy for you to rebill them against a project. Remember, a Contractor who has access to a project will only be able to track their own time and view the project. They will not have access to other permissions and cannot be made Project Managers on any Project.

Take your Projects to the next level. Read this eBook: Master Project Management: Closing the Right Deals and Delivering Amazing Projects

The best project management software programs allow you to delegate some responsibility to trusted team members while still giving your business much-needed protection. That’s where the FreshBooks Project Manager feature comes in.

Project Managers are an extra level of access that can be assigned to any existing Team Member (except Contractors) on any project. Once assigned as Project Manager to a specific Project, they’ll be able to use this project management tool to:

• Manage the entire Project by editing it as needed (file sharing, commenting, etc)
• View Invoices and Expenses associated with a Project
• Generate Invoices for the Project including rebilling all associated Expenses created by the team
• View all time entries for the Project – both theirs and the team’s

Learn more about project managers here.