Rates and Billing

Discuss setting rates and find billing resources and information.

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Old 04-06-2010
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Company name: All Set! Office Solutions
 
Join Date: Mar 2010
Location: PA
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Default Invoicing and what to call tasks
I just started working with my client a few weeks ago and I'm using Freshbooks (Which I love!). I'm not sure how to catergorize the work I do. I log into Freshbooks and then start the timer when I work. I usually create a project for each week, although I'm sure that there is a better way to do this. I call the project. for example, Week of April 5, 2010. Then I select a "task" this is where I'm stumped! I'm doing several types of administrative work for this Realtor and I'd like to keep things as simple as possible.

What should I call my "tasks"? When I started I was using terms like
  • data entry
  • research
  • general (for phone calls/emails)
  • Meetings
  • Set up showings
Now that the workload is getting bigger and I'm doing several projects at one time I'm not sure if I should even use "tasks" or if there is a better way to do this. He doesn't require lots of details on the invoices so I'm wondering what you ladies would recommend. He is my only client right now and he's been great as I work to figure all of this out. He is charged hourly (not nearly enough, he's getting a DEAL because I didn't know what I was doing when I started.)

What do you think?
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Old 04-06-2010
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Company name: List 2 Close Assistant
 
Join Date: Dec 2009
Location: Ohio
Posts: 582
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Default Re: Invoicing and what to call tasks
All REVA tasks for realtors should fall under the heading of listing coordination, closing coordination, marketing, or admin. I stick to those 4 headings when I am invoicing and lump all like activities together. If not, I'd end up with a mile long bill. Hope that helps you.
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