Efficiency via a tool designed for photographers

organization

February 28, 2019

One reason abbreviations are used so much is efficiency (well, that and laziness). Have you noticed the predictive typing in gmail and imessage? I love it because it makes me more efficient, so that I can move on to the next task.

I wear a lot of creative hats. My mind loves diversity. That is why I have not niched down to just photography or just graphic design. I thrive on being slammed. But, there are also some things that suck the happiness out of me. I just refer those jobs off to friends who thrive on them.

dubsado crm for creatives

Then, there are tasks that I don’t mind, but when streamlined, I have time for other things. I use canned email templates in gmail for a few things that I do over each week, like confirming upcoming shoots (I edit the name, time and place, then hit send). And for those times when I know I won’t have time to send my confirmations out when I normally do, I use Boomerang to schedule them for when they should go out. But best of all, I use Dubsado for my contracts, proofs, invoices and a few other things. Plus, Dubsado makes my proposals look extra fancy – and I like to look fancy.

I share this because I am The Creative Resource. Dubsado is a subscription based online CRM (customer relationship management) service. It is software that you don’t download or have to install because it is online, but it is fully customizable. I could not even begin to list what Dubsado feature I like best. For me, most useful are automated workflows – I can have Dubsado do something for me based on a date or when something is completed. Like, send an invoice reminder after a certain number of days if it is unpaid, or transfer files after an invoice is paid. No matter what time of day that may be.

I also think that being able to see when a form (anything from a contract to a proof and beyond) has been viewed is pretty awesome too. Plus, they keep adding new features. Ones that I didn’t even know I needed, but really help me out. If you are a small service based business, perhaps you should check it out. You can try it for free, and when you fall in love with it – use the code NANCY for 20% off.

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