TB Works

TB Works is a business management software solution designed to streamline and automate various aspects of business operations. According to the vendor, it caters specifically to small to mid-sized businesses in professional services, creative agencies, IT services, construction and contracting, as well as freelancers and independent professionals.

Key Features

Project Management: Users can efficiently create and manage projects, including detailed task lists, deadlines, and milestones. They can assign tasks to team members, monitor progress, and establish task priorities and dependencies.

Time Tracking: The software enables users to accurately track time spent on different projects and tasks. They can choose between timers or manual entry to record time logs and categorize entries by project, task, or client. Time reports can be generated for billing, payroll, or project analysis purposes.

Invoicing: With customizable templates, users can create professional invoices that incorporate billable hours, expenses, and project details. Recurring invoices can be set up for regular clients, and users can easily track invoice status, send reminders, and record payments.

Expense Tracking: Users can conveniently capture and categorize project or client-related expenses. The software allows for attaching receipts and supporting documents to expense records, tracking reimbursable and non-reimbursable expenses separately, and generating expense reports for reimbursement or tax purposes.

Team Collaboration: The software facilitates effective team collaboration by enabling users to create and manage teams, assign roles and permissions, and share project updates, files, and documents. Collaboration is further enhanced through task and project discussions, comments, and the use of shared calendars and scheduling tools.

Client Management: Users can efficiently store and manage client contact information and communication history. The software provides a centralized location to track client projects, invoices, and payments. Customizable billing rates and discounts can be set up for individual clients, and client reports can be generated to analyze profitability and client performance.

Document Management: The software offers a robust document management system for organizing project, client, and team-related documents. Users can securely share documents with team members or clients, set access permissions, and track document versions and revisions.

Reporting and Analytics: Users can generate a variety of reports, including project progress, time tracking, invoicing, and financial reports. These reports provide valuable insights for identifying trends, improving efficiency, and making informed business decisions. Customization options allow for filtering, charting, and graphing of reports, with the ability to export them in various formats (PDF, Excel, CSV) for further analysis.

Integration and Customization: The software seamlessly integrates with popular third-party tools such as accounting software, collaboration platforms, and communication tools. Users can customize the software to align with their specific business needs and workflows. Automated workflows and triggers can be set up using APIs or Zapier, and the user interface can be personalized with branding and color schemes.

Mobile Access: Users can conveniently access the software and manage tasks on the go through mobile apps. The mobile app allows for time tracking, project status updates, and team communication. Users can also capture and attach photos, receipts, and files directly from the mobile app, with real-time data synchronization across devices.