Building great client relationships is very important for your business - so here's four ways that FreeAgent can help you
Your clients’ time is extremely valuable and it’s important to show that you respect it just as much as they do. A great way to do this is to be prompt and responsive when it comes to communicating. When your client wants an estimate straight away, you can quickly create one in FreeAgent using a template, or just duplicate and amend an estimate from a similar project. If you invoice your clients regularly, you can also set up a recurring invoice in FreeAgent and it will automatically email the invoice to your client on an agreed day.
Clients often want to get the full picture about what they’re paying you to do - and with FreeAgent, you can easily give them a transparent overview of each project you complete. Use the inbuilt time tracker to record all of your time and then attach your timesheets to the invoice so your client knows how you’ve spent your time. You can also attach other files to your invoices - such as expense reports or progress pictures - to give a complete overview of what’s been done.
Clients rarely enjoy the hassle of setting up complicated bank transfers or having to mail off a cheque to pay their bills, so giving them easier payments options is a nice way to save them time. With FreeAgent, you can add an online payment method such as PayPal, GoCardless, Stripeand Dwolla to your invoice and your client can pay you in a couple of clicks. If you often see your customers face-to-face, you can even take payments in person with PayPal Here.