Smartphones

Three apps for the traveling consultant

Scott Lowe highlights three apps that help IT consultants on the go.

MiniBooks for FreshBooks

Vendor: Groovy Squared Cost: iOS - $14.99

Many businesses use FreshBooks as their primary accounting and invoicing software, but getting it on the go is a bit of a challenge. With MiniBooks, you can connect to your FreshBooks data from your iPhone and send invoices, run timers, and record payments. The tool fully integrates with your FreshBooks account, so you can always access your data from wherever you are.

From the tool, you can (among other things):

  • Manage clients
  • Manage estimates and invoices
  • Convert estimates to invoices
  • Manage payments
  • Track expenses
  • Track time - you can also create timers, and they stay running even when you quit the app, unless you stop them
In Figure H, you'll see that you can manage client records. Figure H

Here's a look at a client's record.
The next screenshot (see Figure I) shows timers in action Figure I

Create, start and stop timers from the app
With MiniBooks for FreshBooks, you can also create invoices (see Figure J). Figure J

Manage invoices while you're on the road.

Summary

These are just three apps that can keep the road warrior from going insane, but there are many more. Have you discovered a particular app for the traveling consultant that you find useful? Share you experience in the discussion thread below.

About

Since 1994, Scott Lowe has been providing technology solutions to a variety of organizations. After spending 10 years in multiple CIO roles, Scott is now an independent consultant, blogger, author, owner of The 1610 Group, and a Senior IT Executive w...

3 comments
projectonthego
projectonthego

I like Clarizen because I can reach their project management software from my laptop, work, home and iphone - great if you are traveling or have a need to be flexible about your workplace.

mmcshane
mmcshane

I use Time Master +Billing for tracking my clients and it allows me to sync from my iPhone to my iPad. When I invoice my clients, it has an invoicing module (which can be modified with your own logo) to create pdf's and it also exports to Quickbooks format if needed. I can creat jobs as time entries or as expense entries. I can over ride the cost per client as I charge different rates depending on who my client is. As for ios vs android, you use the tools that work for the platform you use. I have both large enterprise clients and small mom and pop organizations. Hth.

golfer
golfer

Who wastes there money on a iphone these day's they are to limited in the enterprise.