Indy makes it easier to manage the freelancing business by providing a one-stop platform for sending proposals, signing contracts, tracking billable hours, creating invoices, and finally receiving the payments.
Indy provides nine tools in one platform that help save both time and money invested in running a freelancing business.
The calendar feature of Indy comes in handy for efficiently scheduling meetings and events. It further can be used for tracking one’s time too. While creating an event on Indy, the user can add important details of the meeting and, further, invite guests just like Google Calendar.
In fact, one can sync the Google Calendar with the Indy calendar for avoiding multiple calendar requirements.
The calendar of Indy integrates itself with the time tracker feature which records the time track and it can later be used for billable hours too.
It supports day, week, and month views and the user can see the overdue tasks with just a glance. One can also use the Indy calendar for creating their daily to-do list too.
All chats in a centralized place
You can use Indy’s chat tool to strengthen communication with the clients and, further, maintain a flow. One can use the chat feature to eliminate the requirements of sending and receiving multiple emails to discuss a particular project.
The conversation can keep flowing with the Chat feature of Indy which also can be used for sharing files too.
The messages that you send through Indy chat directly appear in the inbox of the client, and their responses appear in the chat thread, which makes communicating with a client an extremely easy process.
Also, the users have the option of adding multiple clients in a single chat which is handy for streamlining a conversation and keeping all the members involved in a project on the same page.
When doing any kind of business, a contract plays a vital role, and it ensures that everything happens in a formal way to avoid problems later. You can use Indy to create, send and sign contracts in minutes.
Not only for signing a contract, but one can also use the contract tool of Indy for drafting a quick contract.
The different templates available are consulting agreements, non-disclosure agreements, subcontractor agreements, and vocational contracts. Further, the user can copy and paste an existing contract too.
The user can also create their electronic signature on Indy and store them for quick signatures whenever required.
Another advantage of the contract tool is that the client does not even need to have an Indy account for dropping their signatures on the contract shared by you.
In addition to that, you can further monitor all your contracts in one place. There are different categories of the contract status: draft, send, viewed, and signed. This helps the users know the contract’s status in a single glance.
Easy file management
Indy provides a platform for the user to store their files in the cloud, including all the file formats.
You can further categorize the files stored in Indy into folders for easy management. Indy provides the users with 1GB of free file storage.
Indy also makes it easier to get feedback on your work. For instance, the user can add a client as an approver on a file to start receiving their feedback.
Often feedback requires revision and the version control feature can be used for adding multiple revisions on Indy.
The files stored in Indy can be kept private and shared whenever required via email and a sharable link. The user can also set viewing and commenting permissions too.
Indy form builder
Indy can be used for creating a wide variety of forms from client intake forms to project briefs in minutes. Indy already has templates of different forms, which the users can use right away.
The available templates on the platform are lead capture, project brief, client onboarding, and project feedback.
The user can also create their form from scratch too. The responses then received in the form can be used to create new leads.
Indy supports ten form elements: contact information, heading, dropdown, multiple-choice, paragraph text, number, single choice, single-line text, website address, and star rating. All the field labels are customizable. The form can be designed by including the brand elements too.
The forms created through Indy can be shared using a shareable link and can further be embedded on the website.
Indy’s online invoice software
In a freelancing business, often one needs to send different invoices to different clients on the basis of the work done. Indy makes it possible to design an invoice with just a few clicks. The user is also provided with the option of creating recurring invoices to save time and effort.
The statuses of the invoices can be categorized into the draft, sent, overdue, and paid status, which helps in easy monitoring of the invoices. One can also set the tax rate and taxable items in the invoice.
Indy also supports different payment options like payments from checks, credit cards, debit cards, direct transfers, and wire transfers. Indy does not charge the user any additional fee for receiving the online payment.
Create professional-looking proposals
Proposals are significant for converting leads into clients and therefore creating a professional-looking and engaging proposal is essential, and Indy helps you design such a proposal.
The proposal can be used by using the easy drag and drop feature with elements like text, image, timeline, embed, signature and estimate. You can further customize the proposal by using a logo and a cover image.
Indy supports the following proposal templates: proposal, estimate, graphic design proposal, logo and branding proposal, video production proposal, and SEO/SEM proposal.
The users can also include estimates in the proposal, which automatically gets converted into an invoice when approved.
Once the proposal is ready, the user can send the proposal to the client directly from Indy or by downloading it in PDF format.
Indy task manager
You can easily manage all the tasks in the integrated to-do list of Indy. All the jobs you need to perform are aggregated on the main tasks page to help you focus on the project.
Also, the tasks are integrated with the different projects you create on Indy, which allows the users to complete a task when it is due.
The users can set the due date to the task, link it to a project, and add tags for easy sorting and filtering of the tasks. The users can use the board and list view to look at the to-do list according to the convenience of the user.
All the tasks created in Indy are automatically integrated into the Calendar for easy management. Indy automatically provides a due date for all the tasks created in the Indy calendar.
Time tracker for managing time wisely
The time tracker tool of Indy is extremely focused on project management. You can start recording your time with a click and pause it anytime. The user can choose between the automatic time tracker and manually inputting their time.
The time captured in Indy can later be used for creating payable timesheets. You can use the entries of the time tracker for creating invoices. The timesheets generated on Indy can be filtered by invoice status, date range, and project.
On the time tracker app, the user can also take notes of the tasks they have worked on and add time tracks to the projects.