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Dr. Fred Ashbury provides clinical cancer research services, working with a group of nine other consultants around the world. Until recently, Ashbury was using pen and paper notes to document his time on projects, then would transfer his notes to invoices he created manually using word processing software.
"It was too time-consuming, and the paper records took up space," he says. "Because
of the problems
tracking activities
using pen and paper,
it created more work
to describe for my
clients what was being done on their projects. More urgently, my incomplete records meant insufficient revenue capture: I knew I had been losing money, and this was unacceptable to me and my group."
Good for business
Ashbury's frustration with the manual system and search for a better solution finally ended when he discovered BillingTracker. He is certain that the software has improved his business practices, and his profitability. "There is absolutely no question that I am much more efficient and effective in documenting my work and using the information to better estimate the time that will be required for similar projects," he says. "It has saved me money through more efficient administration. And using the reports feature to see my accounts receivables, and group them by due date, facilitates follow-up on overdue accounts."
"With BillingTracker, I have peace of mind that my project tracking and invoices are accurate, and my clients appreciate it that my invoices include detailed documentation of my work."
"Incredibly easy to use"
BillingTracker first got Ashbury's attention because it answered his business needs, seemed easy to use, and, unlike some other solutions, it includes a
20-day free trial. "After day one, I was sold," Ashbury recalls. "I was able to start working with it right away, and the online help FAQs have been extremely helpful. It does everything I need."
Loves the timer and invoicing features
"I especially love the BillingTracker timer. In the past, I mostly underestimated the time I spent on tasks such as reading and writing client emails, or speaking on the phone with them. With the timer, I am capturing billable time appropriately and therefore ensuring appropriate revenue capture."
"The invoicing feature is fantastic. It catalogs the hours since the last invoice, calculates the amount, adds taxes and expenses and enables me to print out the activities list that provides the rationale for the invoice. I also like being able to include several projects on one invoice."
Fast support - though hardly needed
"The software has been so easy to use, and the online help instructions so clear, that my need for support has been extremely limited. The two email help requests I sent were responded to the same business day or within 24 hours of my request."
Recommending BillingTracker
Ashbury believes that BillingTracker is ideal for the other consultants he works with. He says: "I have already asked my colleagues to consider purchasing BillingTracker, to assist me with tracking the projects we work on together and also, for their own benefit."
Business snapshot
Name: Fred Ashbury, PhD, President of PICEPS Consultants, Inc.
Description: Provider of clinical cancer research
BillingTracker user since: September 2004
Employees: Independent consultant working with 9 others
Number of clients: 7-9 per year
Billing type: By project
Location: Ontario, Canada
Website: http://www.picepsconsultants.com
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