17hats is the “Command Center” of my freelance business.

We can create custom, automatic workflows for each client.

Load up our templates and send them automatically.

For example, once our contract is signed, the invoice goes out instantly (without having to touch anything).

It also emails reminders when things are past due or when I should be starting on a specific deadline.

Just about every template on this site is housed in 17hats.

You can also manage your bookkeeping, calendar, and email right in the dashboard.

Here’s a look at how we use it.

 

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[ADDITIONAL TRAINING]

We had a lot of requests to walkthrough exactly how we use the workflow functionality inside 17hats. Here’s a more in-depth look at our workflow process:

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