As a managed service provider, your skills are in high demand. There are companies seeking your help day-in-day-out and expecting a quick fix solution—so it’s important that you manage your time and tasks efficiently. But before you get started on anything—be it personal or professional—take some time to write down your priorities at the start of your day. Having a concrete list of realistic goals will allow you to keep busy without having to stop and think "what do I need to do next?"
Investing in a ServOps platform that automates your busywork and notifies you when a task is approaching its due date will also ensure that you stay on track too—without becoming overwhelmed or burned out. Here’s how it works:
Automatic Time Tracking
Eliminate manual time tracking processes with a ServOps platform that automatically captures how and where you spend your time. This feature makes it easy for you to continually deliver great work without having to stop and figure out how much time it took. Then, at the end of a certain task or project, you’ll have a clear view of all the work you’ve completed and how much of it is billable versus non-billable.
With automatic time tracking, you’ll also be able to work much more efficiently on the go. Start, pause, and stop timers from your desktop, smartphone or wearable device to ensure no task ever goes unaccounted for. You can even create a geofenced address for companies you frequently visit so that your timer automatically starts when you enter that location—meaning all you have to focus on are your clients and the revenue-generating work you love to do.
What’s even better than this? When work is logged automatically—in real time—and recorded against budgets, the actual invoicing process is much easier. Approvals take seconds, and invoice creation can happen painlessly.
Recurring Tasks and Retainer Management
Save even more time with unlimited retainer types and templates that you can use for common projects and recurring clients. This means you don’t have to waste time manually creating the same contract for clients you do work for on an ongoing basis.
On the occasion where you’re working in a team, set up recurring tasks within retainers or contracts and assign them to the right person for the job. You can even reassign the work you no longer have time for to someone on your team who does—to increase productivity and ensure everyone is managing their time effectively.
When you’re so busy worrying about client work and deadlines, it can become quite hard to keep track of your calendar appointments and client communications.
With ServOps technology, you can easily synchronize your Google or Exchange/Office 365 Calendars over to your smart automation platform to see everything you have scheduled—both now and in the future—to get a handle on how busy you’re about to be and manage your time accordingly.
The best part? Uniting your email accounts in one central place means you won’t need to waste time digging through your inbox just to locate the information you need on a job or client. It’ll all be right there at your fingertips.
If you’re feeling unproductive or disorganized, don’t beat yourself up about it. Remember that you're human, that there are only 24 hours in a day, and you can’t be productive all of the time. Instead of stressing about what’s on your plate, just give into it and take a break, but only for an allotted amount of time. If you make an effort to block out some “chill” time during your week, then you’ll find that the transition to productivity will be much easier.
To start working more efficiently than ever before, just click here to start your free trial of a ServOps platform today. Or take a look at this 10-point checklist that’ll help you determine where you need to focus more time and effort.
By Gretchen Hoffman
By Meaghan Moraes