Picking Tools
One of the biggest challenges when putting a business together is figuring out which tools to use. Between the mass of Web 2.0 services, simple Mac apps and big behemoth super-apps, it’s difficult to know what is what. I need to pick tools that allow me to be flexible, productive and get the hell out of my way.
The main things I need to cover as a freelance coder, support provider, business owner break into roughly the following categories: bookkeeping, project management, time keeping, code management, invoicing and communication. Those are the main pieces I need to run a successful one-man business. I’m sure there are other things I’ll find I need as I get further into it, but I’ll figure those out with time (CRM, for example?).
I believe I’ve made my selections. Some things requiring trying every different tool out there in order to properly make a solid selection, and some were love at first site. Let me do a rundown…
Bookkeeping
Bookkeeping is easy, actually. Quickbooks, as expensive as it is, is really the only way to go. My accountant uses it. Most business owners I know use it. It’s the 100 lb. gorilla and there is no denying that I have to use it as well. The biggest issue I had was deciding to use the Windows or Mac version. In reality, the Mac would make 100x more sense, but Intuit screws up the Mac version pretty severely. It’s not compatible with the Windows version’s files, it’s not updated nearly as often, and it doesn’t come with various different editions or have the option for the Payroll add-on. So, I either need a Quickbooks VM (which might be a good idea, because it’s easy to backup), or a separate computer (which I should probably have a Windows box around the office anyway).
Invoicing
Invoicing was a little more difficult. I’d love to use Blinksale, which is the tool I’ve been using for the past 2-3 years for all my side work. It’s a brilliant little tool for doing quick invoicing. However, given that I use Quickbooks now, doing double entry isn’t really worth it to me. So, I’ll just be doing Quickbooks invoices for the foreseeable future, exporting them to PDF and emailing them to clients.
Project Management
This was terribly difficult to decide on. If I was in a more “creative” or “consulting” type position, then I’d go with Basecamp in a second. It’s sort of the “standard” for the hip little company that needs to communicate with their clients easily. However, given that most of my work is related to coding, it’s not the best option. Ticket tracking is really the way I’ll handle the majority of my communication through the development process, with light project management for handling tech specs, design docs, etc beforehand.
I then decided that I could use Lighthouse as my app of choice, because it’s basically a ticket tracker w/ more. However, lighthouse doesn’t have any type of repository browser and it would require me to setup new users and new repositories to always push changesets to it so that they match up. In theory, it’s not a big deal. But in practice, I could have MAHY projects and having that extra overhead of setting it up every time sounds miserable to me. It’s also not practical in cost with my situation…. I need many projects and potentially many users.
However, after scouring the internets for awhile, I came across the perfect tool for what I need. Redmine is a rails app that basically allows you to have ticket tracking, repository viewing and attaching tickets to changesets. It also has document management, decent permissions and runs on my own server. It’s also free. I’ve been using it for my last 2 projects and it works wonderfully. I can’t recommend it more highly.
Code Management
No decision to make. I switched to git about 6 months ago and haven’t looked back. In addition, I’ve found the gitosis script allows me to easily create new repositories on my server, give commit access to clients if they need it, and I can then easily add that repository to my redmine project. Git also gives me the advantage that if I need to use svn or cvs to work with a client’s existing repo, I can use the git tools to talk to those repos, but still have the power of git locally while I work. Unless I was doing strict Windows development, I can’t imagine using any other tool.
Time Keeping
I’ve tried every time keeping app under the Web 2.0 sun in order to find the right tool. Every one of them had a little nagging thing that didn’t work for me and I was almost resorting to writing my own just to get exactly what I want. I then stumbled on Tempo after seeing it on a banner ad, and it’s just about perfect for what I need. It has both Quickbooks and Blinksale integration, a nice clean interface using a little popup window and twitter/email integration. It’s also cheaper than most of the other ones out there. Done.
Communications
This is actually a topic in it’s own, as having many affordable, cheap, easy ways to communicate with clients is an absolute necessity. This comes down to 4 things for me to do it properly. Email, Office Phone, Cell Phone and Snail Mail. I’ll hit each quickly.
For email, there is no contest… Gmail is still the most flexible way for my email needs. I have many email addresses for many different things… and yet I just forward every one of them to my gmail account. The ability to store all that stuff, have a lightning fast search and decent IMAP support is well worth the cost of ignoring some web based ads.
The office phone setup is a several post series coming up later. The summary is that I have an Askerisk box on my VPS in a data center, a decent Linksys IP Phone and incoming/outgoing service through Inphonex. The fact that it sounds better than my land line at home, is totally flexible and MUCH cheaper than a landline says just about everything. In the near future, I’ll write up exactly what it took for me to get it all working as well as it does now. It took me a lot of time, but it’s totally worth it for the outcome that I got.
My cell phone is an iPhone. It’s a bit pricy, but it’s the best cell phone I’ve ever owned. I get email, RSS reader, twitter client…. oh, and a nice phone to boot. I wouldn’t trade it away, even for the price tag that it has or the stupidly slow EDGE network it’s on.
Snail Mail. I have an old fashioned P.O. Box at the post office. I check it every Monday. It’s not terribly exciting, but it does allow me to keep the business and personal mail separate…. and is dirt cheap.
Summary
There you have it. Decisions made. Tools selected. Productivity should skyrocket now. Right?
It took me a long time to really research this toolset. While it might not work for everyone, it certainly fits all of my criteria for allowing me to get the most done, with the least amount of resistance. If a tool isn’t exactly what you need, you’ll never use it. Also, all of these tools have only added a little bit to my monthly overhead, which is a plus. Have to keep the bills down during this first, crucial year.
Ted @ May 14, 2008