Get a start in the right direction with your 30 day free trial.
Congratulations! You’ve made the decision to get a handle on your accounting. That means you’re past the hard part. The easy part now is seeing how big a difference the right platform can make.
And while we know that trying out something new can feel like a big commitment, it doesn’t have to. That’s why we’ve put together a list of ways to get the most out of your 30-day trial on FreshBooks.
1. Pick An Easy Place To Start
You may have signed up for your free trial thinking FreshBooks is an invoicing solution. It is. But there’s a lot more to it!
So why not start by creating a quote? We call them Estimates, but they do the same thing: Provide a full breakdown of your services, along with the cost of getting it all done.
Or start Invoicing. For the next 30 days, create as many invoices as you want and send them out to your real clients. We bet you hear back how nice it is to receive a professional-looking invoice that’s easy to pay!
And speaking of getting paid: Take a look at all the online payment options. Between bank transfers and credit cards, there’s plenty to choose from.
Bottom-line: Get in there and kick the tires… Not only will it help you see how every feature can help your business, it will give you a sense of how impressive your books can look for your clients.
2. Put In Real Information
It’s natural to throw in fake information when testing out a new platform. It’s the quickest way to get a sense of how things look and react to some numbers.
But the more “real” information you add, the more accurate a feel you’ll get for how every feature can help your business. (Plus, you’ll avoid work having to remove all that dummy data later on).
So, update your account with your real business name, contact information, and business logo. Add your actual clients. Create real invoices. The more real information you put in, the more you’ll see the real difference FreshBooks can make for your business.
3. Discover Ways to Impress Your Clients
The experience of using FreshBooks as a business owner is just one side of the product. There’s also the experience that FreshBooks presents to your clients.
So for the next 30 days, create quotes for your clients. Send invoices. Start projects together. Your clients will love not having to scroll through old emails to find quotes, or print out multiple PDFs just to see what they owe. Instead, everything will be in one place on FreshBooks.
And while no client will ever love being billed, allowing them to pay directly on an invoice will not only make it easier for them, but faster for you. Win/win.
4. Take FreshBooks Wherever You Go
Good news: You don’t have to wait until you’re in front of a computer to use FreshBooks. We have a mobile app that you can take with you on the road. So when you’re heading out to a job site, or a client meeting, use those in-between moments to handle your paperwork.
Take the next 30 days to try creating Estimates on-site. Or capturing Expenses on the road with your phone’s camera. And track your mileage as you drive from job to job – so you can write it off at tax time.
Not only will you find it easier to manage your income and spending on-the-go, you’ll save time at the end of the week because your paperwork is already done. Who knows, it may totally change the way you do things.
5. Reach Out Whenever You Need Help
We know that a 30-day trial can go by fast – especially when you’re busy with day-to-day work. So whether you’ve just signed up, or are just starting to think about it, know that our support team is here to help every step of the way.
Reach out if you get stuck, or need help with a specific feature, or just want to see how helpful our support team can be. For the next 30 days, they’re standing by to help you get the most out of your trial.
And don’t worry, you’ll never have to deal with phone trees or automated feedback loops, just real humans who really care about helping your small business succeed.
So get on it! Put the next 30 days to good use. And if you need a hand? We’re here for you.
about the author
Dave is a Senior Copywriter currently working for FreshBooks, serving the 10 million amazing small businesses using the platform. When he’s not writing, Dave can likely be found binging Netflix alongside his dog Indy.