BLOG. SMART PRACTICAL BUSINESS ADVICE

Customer Project Collaboration

We’re happy to announce that WORK[etc] users can now share projects with customers. If you’re already taking advantage of the other Customer Area features such as invoice payments, support ticketing and knowledge base, all you have to enable this feature is open the Project you want shared, and turn on the new Client Access option.

This feature will allow the client to view descriptions, dates, progress and comments. They can also post comments and upload files and pictures within their comments for quick and easy collaboration.

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Featured Posts

CRM with Billing: Big Efficiencies That Mean Money

The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]

Where Your Gadgets Go To Die

The world is drowning in garbage, and we’re all starting to suffer because of it. One of the worst is electronic waste, or e-waste. Computers, phones—pretty much any kind of consumer electronics that end up in landfills can contain toxic chemicals that may leach into the soil and contaminate groundwater. Take an old cathode ray […]

Tried and Tested WORKetc Tips From Real Users Pt. 2

Like I promised last week, here’s the second part in our two-part series on the real, actionable WORKetc business management software tips and tricks that our creative and resourceful users have shared with us. Read on and let’s get this started! Quickly attach items to each other using their ID numbers (without hyphens) when searching […]