| Pages in topic: [1 2] > | Freelance Project Management Software Suggestions Thread poster: Therrien
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Therrien 
Canada
Local time: 00:45
English to French
+ ...
Hello! I would like your input on specific programs to help me accomplish the following...ALL IN ONE PROGRAM! I've tried breaking the functions up between programs as well as doing it on paper, but I haven't found a system I love yet. I'd like it all on one software program.
Here are the functions I need. Any more which are included in a software would be fine, as long as it contains these as well:
1. Contact database - linked up with the remaining attributes
2. P... See more Hello! I would like your input on specific programs to help me accomplish the following...ALL IN ONE PROGRAM! I've tried breaking the functions up between programs as well as doing it on paper, but I haven't found a system I love yet. I'd like it all on one software program.
Here are the functions I need. Any more which are included in a software would be fine, as long as it contains these as well:
1. Contact database - linked up with the remaining attributes
2. Place to input incoming job data: #words, rate, with total being calculated
3. Ideally linked up to an email system whereby you can email the client directly through this software (by link up to Outlook Express or some such), and see the history of emails AND previous work (word count, $) with this client.
4. Progress tracker whereby you can mark your progress on the job (mostly to move it from "potential" to "in progress" and finally to "done" or similar). Something with an easy to use interface on this where you can see all the jobs and easily tell where each one stands, visually (i.e. without having to read the details of the job).
5. Finally, a software that takes (1. above) the client and (2.) the job info - words, rate, the total invoice amount, and when you are done with the job (4. above) you can directly load this info into an invoice to then send (.3 above).
6. Lastly, I would like to be able to see where all the invoices stand: sent, pending, paid and in.
Sounds simple enough to me...it's the normal flow line of work. ACT! does the first 4 (though number 4 is too much to manage) but does not include an automatic invoice being made at the end and no easy way to keep up with the tracking of payments as well.
So, do you know of any project management software that does that above tasks in a smooth, easy to use system?
Thanks in advance for your input. Just let me know the name of the software and the cost, if any. ▲ Collapse
| | | | Sebastian Witte
Germany
Local time: 08:45
Member (2004)
English to German
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| I can't answer all those questions but I do know OTM is hot | Aug 8, 2011 |
- if you think that you really need such a piece of software
- if you can afford it (from 29 euros a month).
It has project management features usable on the iPhone and other phones
It seems to track payments in regard to invoices (not sure though).
Files and email communication are automatically grouped together by project and saved. Different versions of files are automatically assigned version numbers and tagged appropriately.
Complete... See more - if you think that you really need such a piece of software
- if you can afford it (from 29 euros a month).
It has project management features usable on the iPhone and other phones
It seems to track payments in regard to invoices (not sure though).
Files and email communication are automatically grouped together by project and saved. Different versions of files are automatically assigned version numbers and tagged appropriately.
Complete mapping of all processes – from the customer inquiry to project completion
Create and send quotes, invoices and credit notes
Overview of all quotes and jobs
Create and assign jobs to freelancers or internal staff
Bookkeeping module with overview of earnings and expenditures, with individually configurable basis for costing
Calculation and payment in 34 currencies with
documented conversion rates
Configuration of customer credit limits
Monitoring customer payment habits
Dunning (3 stage)
http://www.lsp.net/online-translation-management.html
It advertises its usability.
Ralf Lemster recommends it.
Many freelancers use Translation Office 3000, which is much more affordable, but I think it's a bit complicated to use (I once ran it in demo mode).
[Edited at 2011-08-08 10:24 GMT] ▲ Collapse
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You can make an application yourself using MS Access
Nothing else can be more tailored to your needs.
| | | | Ana Malovrh
Slovenia
Local time: 08:45
German to Slovenian
+ ...
Hi Therrien,
I was searching for an interesting program I found a year ago, but couldn't find it anymore. Instead, I came across this little fellow:
http://www.dolibarr.org
You can try it online to see if it's too much for you. It is supposed to be fully customizable.
According to them:
Dolibarr ERP/CRM is a software built by modules addit... See more Hi Therrien,
I was searching for an interesting program I found a year ago, but couldn't find it anymore. Instead, I came across this little fellow:
http://www.dolibarr.org
You can try it online to see if it's too much for you. It is supposed to be fully customizable.
According to them:
Dolibarr ERP/CRM is a software built by modules addition (you enable only features you need), to manage small or medium companies, freelancers or foundations. We can say Dolibarr is an ERP or CRM (or both depending on activated modules).
It's an OpenSource project base on a WAMP, MAMP or LAMP server (Apache, Mysql, PHP for all Operating Systems). Dolibarr differs from other ERP or CRM softwares (like OpenAguila, OpenBravo, OpenERP, Neogia, Compiere, etc) because everything was made to be more simple:
Simple to install
Simple to use
Simple to develop
You can find its main features here: http://wiki.dolibarr.org/index.php/What_Dolibarr_Do ▲ Collapse
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| | | TOM by Jovo-Soft: Solito at a reduced price | Nov 3, 2011 |
Just a short update on TOM:
Currently, TOM Solito (Version 9) is being sold at 65€. The price will certainly return to a three-digit one as soon as the version 10 is available. It depends on one's needs whether it is worthwhile to wait for the upgrade, I gave it a try and decided to stick to my own customized FileMaker version (details in my blog at http://tomarenko.com, in German). See for yourself.
| | | | | New CRM for freelance translators | Sep 12, 2012 |
Hello, I am freelance translator myself and currently working on such a software. It is currently in working alpha stage.
It already has all the specifications Therrien mentioned plus the ability to generate invoices based on a template you can customize to your hearts content (or almost) in OpenOffice or Microsoft Office 2007 and above. I will not disclose any other features until the first beta build.
I won't include an email client, but it will fire up firebird or ou... See more Hello, I am freelance translator myself and currently working on such a software. It is currently in working alpha stage.
It already has all the specifications Therrien mentioned plus the ability to generate invoices based on a template you can customize to your hearts content (or almost) in OpenOffice or Microsoft Office 2007 and above. I will not disclose any other features until the first beta build.
I won't include an email client, but it will fire up firebird or outlook while automatically filling the mailto and subject fields based on the contact person the user chooses to write to.
It is written in .net (min. req. version 3.5 Client Profile) and it uses SQLite for extreme "lightweightness" (1.5 Mb so far).
If you guys want to suggest some other features, feel free to do so. I will try to include the most relevant ones.
I am thinking of setting up a development blog, so stay tuned.
Razvan ▲ Collapse
| | | | Michael Beijer
United Kingdom
Local time: 07:45
Member (2009)
Dutch to English
+ ...
Sounds interesting! If you need a beta tester, just email me!
Features I would like (that are all absent from T3000):
• a function where the program automatically gets daily exchange rates for you. In TO3000 you have to enter it manually.
• a decent search function
• an undo button
• the ability to copy text from any text field in the program
• a way to synchronise contacts with Google Contacts!
• a way to quickly view ... See more Sounds interesting! If you need a beta tester, just email me!
Features I would like (that are all absent from T3000):
• a function where the program automatically gets daily exchange rates for you. In TO3000 you have to enter it manually.
• a decent search function
• an undo button
• the ability to copy text from any text field in the program
• a way to synchronise contacts with Google Contacts!
• a way to quickly view all your different rates at a glance in a spreadsheet-like window
• a calendar/project schedule that doesn't suck (again: linked with Google Calendar!?)
Michael
[Bearbeitet am 2012-09-25 19:58 GMT] ▲ Collapse
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| Thanks Michael | Oct 6, 2012 |
I will send you a beta version of the software once is finished.
About the suggested features.
• a function where the program automatically gets daily exchange rates for you. In TO3000 you have to enter it manually.
I am still considering this because it would mean paying a rather large subscription fee to a... See more I will send you a beta version of the software once is finished.
About the suggested features.
• a function where the program automatically gets daily exchange rates for you. In TO3000 you have to enter it manually.
I am still considering this because it would mean paying a rather large subscription fee to an exchange rate service provider. Maybe this http://openexchangerates.org/ would be a sound option, don't know. Can you fully trust these services? Wouldn't it be better to just rely on the rates provided by your national bank?
• a decent search function
Working on it (full-text support).
• an undo button
Is this necessary? I mean you do have the CTRL-Z function for all the text fields paired with the ability to edit any entry and also a progressive back-up of the database plus a ton of dialog boxes ("Are you really sure you want to delete this?").
• the ability to copy text from any text field in the program
done: Initially I went with labels (that cannot be selected) in all the forms. Just for the looks. Then I switched to a custom made textbox with transparent background and selectable text. Looks saved, functionality also.
• a way to synchronise contacts with Google Contacts!
Great idea! I have to read the license terms of the API. The feed is plain XML so it shouldn't be very hard to implement. At this stage the program has a Contacts section for every client. Maybe I will create a General Contacts section synched with Google Contacts. From there the user could assign contacts to his clients. What do you think?
• a way to quickly view all your different rates at a glance in a spreadsheet-like window
on the to do list
• a calendar/project schedule that doesn't suck (again: linked with Google Calendar!?)
It's on the to do list without the Google Calendar part. Need to read through the API documentation and license terms first
Check your mail
Razvan
[Modificato alle 2012-10-06 13:22 GMT] ▲ Collapse
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I have been using Trello (online: https://trello.com/), Evernote and Gmail/Google Calendar for Project Management. And since I started about six months ago it has been perfect!
I have tailored one Board on Trello for Projects (Potential, Received, In progress, Delivered) and another for Finance (To invoice, Invoiced, Sent, Paid). Since Trello has what they call Labels (a color that appears above a "card" in a... See more I have been using Trello (online: https://trello.com/), Evernote and Gmail/Google Calendar for Project Management. And since I started about six months ago it has been perfect!
I have tailored one Board on Trello for Projects (Potential, Received, In progress, Delivered) and another for Finance (To invoice, Invoiced, Sent, Paid). Since Trello has what they call Labels (a color that appears above a "card" in a Board), I can easily view which projects are in progress or whatever, and which invoices haven't been paid yet.
Trello also has a few add-ons (created by users/developers: https://trello.com/board/trello-development/4d5ea62fd76aa1136000000c) so you can customize it further to your needs.
I also use Everbot (http://www.everbot.net/) to connect my Gmail/Google Calendar/Google Drive and Evernote accounts, saving me some valuable time!
And one more than I cannot live without: Boomerang Calendar for Gmail (http://boomerangcalendar.com/)! It adds the ability to add an event to your GCal account from inside Gmail.
These are all free and easy to use applications, and although separate sites, it doesn't take me more than five minutes to open a project. After all is installed I just need to keep my Gmail and Trello tabs open. The other apps work on the background to make me happy
If you want to know more, just contact me by email.
Best to all! ▲ Collapse
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Sergei Tumanov wrote:
You can make an application yourself using MS Access
Nothing else can be more tailored to your needs.
Couldn't have said better.. that was an awesome reply!!
| | | | Samuel Murray
Netherlands
Local time: 08:45
Member (2006)
English to Afrikaans
+ ...
| Any news about this? | Jan 25, 2013 |
Razvan Purdel wrote:
It already has all the specifications Therrien mentioned plus the ability to generate invoices based on a template you can customize to your hearts content (or almost) in OpenOffice or Microsoft Office 2007 and above. I will not disclose any other features until the first beta build.
Is this project still going?
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Ravzan, I would like to test this when it's in beta. Please contact me @ lizandra (dot) c (dot) s (at) gmail (dot) com.
Best to all.
| | | | arterm
Serbia
Local time: 08:45
English to Russian
| would you guys prefer an online or offline solution? | Apr 8, 2013 |
Dear Colleagues,
Are you more interested in an online or offline solution?
I am thinking of starting to market the solution I developed and currently use for my family bureau so your opinion would be appreciated.
Have a great day
| | | | | Pages in topic: [1 2] > | To report site rules violations or get help, contact a site moderator: You can also contact site staff by submitting a support request » Freelance Project Management Software Suggestions | Trados Business Manager Lite | Create customer quotes and invoices from within Trados Studio
Trados Business Manager Lite helps to simplify and speed up some of the daily tasks, such as invoicing and reporting, associated with running your freelance translation business.
More info » |
| | Trados Studio 2022 Freelance | The leading translation software used by over 270,000 translators.
Designed with your feedback in mind, Trados Studio 2022 delivers an unrivalled, powerful desktop
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