Teamwork helps our design company stay on top of billing and clients
August 17, 2019

Teamwork helps our design company stay on top of billing and clients

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Teamwork Projects

We are using it as a project manager. Clients contract with us for marketing, advertising, and creative services. All their projects are added to TeamWork, so we can keep track of all tasks that are needed and due dates for those tasks and the entire project. We are also able to store the client's assets for a project and share with the client those assets.
  • Teamwork does a very good job of communication between our company and the client. It helps us keep track of all the communication back and forth so things don't get lost.
  • We can link to all the assets for a client that are stored within TeamWork or in our cloud service providers like Google Drive and Box. Again, it provides a way for us to keep track of all the assets for a client.
  • It keeps track of time very well for a project by our employees. We bill based on our time on a project for a client. If our timekeeping wasn't very good, we would not make any money.
  • Task templates are a little difficult to use. I think an improvement in using task templates would be helpful for things that are always repeated.
  • Project templates would also be very helpful.
  • Marking tasks that are billable or not billable. My employees have a hard time with the billable and not billable parts of the task, so it would be helpful if the administrator could mark the tasks as billable/non-billable upon making the task and the user could not change it.
  • We lose less billable time on projects. I would say we are now able to bill out about 90 to 95% of all billable time. Before Teamwork, we were only billing about 75%. The rest of the time would just get lost.
  • The time tracking has been very valuable. Prior to Teamwork, employees would fill out paper time cards to record all-time on a job. We had an employee who only entered the time into our billing software. That time has not been redirected for other things in our company.
  • We now can hold clients accountable to the messages they send us. We can now make sure clients our billed appropriately for revisions.
There are parts that could be improved and parts that are difficult to use. I have employees that just get lost in the software, and I am not sure if they don't understand or if it is too difficult to use. As a designer, I think the interface is a little random and could be organized a little better.
We always have had a good experience with support. I also like the new webinars.
I have a hard time with scheduling tasks. I don't want all the tasks to show up in someone's to-do list if the task is supposed to be done later on. At the moment, we don't add dates to tasks that will be done a few days later, so those tasks don't show up in the task list of a user. I would like dates to show up once the previous task has been completed. Feature Ratings

Task Management
Gantt Charts
Document Management
Email integration
Mobile Access