Reply To: Stacking Clients

Forums Client Management Stacking Clients Reply To: Stacking Clients

Kathy Bjorklund

    Thanks for the suggestions, Kate! I’ll look into them! I appreciate the Black Friday tip!

    As of now, I’ve just started to use a program called Clockify ( I was looking for something to use to time how long it takes to do various tasks, including scanning. It’s working pretty well so far! I’m using the free version, so I have to input tasks manually, but there’s an upgrade at $10/mo that allows you to use templates. Not much in the way of client management, other than being able to assign projects to clients. I’m also using Excel for now just to see what works for me.