"Periscope automatically integrates with my accounts package and my email system and I can get to it."
In the Contacts area first create a new organization. Then in the Projects area create your first project. Fill in the project notes and deliverables and Periscope will automatically generate a unique reference number. Then the fun starts. You can record time against the project in the Timesheet area, add a message to the job in the Project area or schedule some time on the job in the Schedule area.
Remember that before you can create a new contact Periscope likes to know what organization your contact works for. Create an organization first. Then create a new contact by clicking the 'create new contact' button in the Contact area.
Organizations are who your clients work for E.g. Apple. Clients are individuals who work for organizations E.g. Steve Jobs.
In the Projects area click the 'Add file' button and follow the on-screen prompts. Dead easy!
Every project you create in Periscope has a unique name/project reference code. Copy that into the subject line of your email. BCC Periscope into the list of email recipients and - voila! - Periscope will automatically record the email, attachments and all, as a new message within the project.
You can add an invoice line to a project anytime but the best time to do it is as soon as your client has firmly placed their order. Transfer the details from your quote into the system and when the work's done simply change its status to 'Ready to invoice'.
Absolutely anytime. You get the value one month at a time and you pay one month at a time. Fly free whenever you like but we'd love to hear your reasons at info@periscopehq.co.uk before you go. We're only as happy as our clients feel!
Periscope uses industry standard 256-bit SSL encryption to protect all communication between your computer and the Periscope server, ensuring that you're the only one who can see your data. Banks use the same technology to keep your financial data safe. All Periscope data is stored in a secure, redundant data centre with backups in different locations, providing reliability and safety.
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