Tools I Love

I am OBSESSED with Dubsado. It is a super powerful Customer Management System. I use it to keep track of my calendar, manage leads, automate my workflows and send/record my invoices. Basically, it's my favorite thing ever.

The best part? Dubsado offers a full access trial for up to 3 clients, so you can check it out and see if you love it as much as I do.

Check it out HERE and if you're thinking of signing up for a subscription plan, you can use coupon code:lunaonlineservices to get 20% off your first month or year!

I use Teamwork Projects to organize all of my client work. This tool is best if you are working with a team as their smallest package includes 5 users.

Inside of Teamwork, I organize my clients as "Projects" and from there I can upload necessary documents, keep notes and my favorite- To-Do lists with tasks.

Each task can run its own timer to provide time tracking to the minute for each individual task, and it also provides a time overview per project.

This allows me to provide time readouts to clients and gauge how long certain projects take.

Check it out HERE.