Indy

Invoicing and Billing is the most important part of the so that I use, and the current set-up is very easy to use and saves me lots of time compared to how I kept track of my billable hours before Indy. Different features are easily integrated together, like making existing project tasks and times into tracked time sessions with billing rates. Being able to connect my existing Google calendar (which is what I mainly use to keep track of time slots for tasks) and then being able to further edit and assign tasks later on in Indy is very easy and helpful so I can quickly add tasks on the go or in the field and organize later. Having multiple and interchangeable options for payment has made accepting payments much easier and faster for my clients. Keeping projects, clients, tasks, etc. all organized and grouped together is relatively easy and is easy to do in multiple locations. The app is also great in times that I need to access info on the go or whenever I am not in front of my computer. Overall, I think everything is pretty helpful so far and is always improving.

It is sometimes unclear if assigning emails and "types" to people are going to alert them or send them emails when they are added, so having alerts or ways to confirm what is being sent and emailed (or evening having the option to not send anything without approval first) would be very helpful to make sure my clients aren't getting confused with several emails and making them use things that are not needed. When I sent out my first invoice using Indy, it was really difficult to see in preview what the final invoice and how the payment options would be displayed or how my clients would interact with it (I sent a test invoice to myself to understand so I could explain it to my clients if there were questions, but now have an archived invoice in my list that I can't get rid of now). Also, only being able to assign one client to be able to pay invoices is a little frustrating at times (I tend to work with lots of couples), so it would be helpful to have the options to assign multiple clients to be able to pay or view only. I also do not use Indy for my current contract and form templates (but I would really like to) because there is not enough editability or customizable features currently to make the forms/contracts look the way I want. Instead I use Google Suite (docs) to create these and Adobe Sign for client signatures, so it would be great to only have to use one platform to do all of this.