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Featured WorkingPoint Company Profile: Pro•Abilities/Weaver & Associates + Liko NW

Topic: Company Profiles | Comments Off on Featured WorkingPoint Company Profile: Pro•Abilities/Weaver & Associates + Liko NW

Posted on May 23, 2010 by workingpoint

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Mark Weaver, Brad Weaver, Matt Dickerson and Lena Smith of Pro•Abilities/Weaver & Associates + Liko NW: https://proabilities.workingpoint.com/

” [providing] complete solutions for safe patient transfers and employee safety in Hospitals, Nursing Homes, and other Long Term Care facilities.”

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Featured WorkingPoint Company Profile: The 42 Realty Group

Topic: Company Profiles | Comments Off on Featured WorkingPoint Company Profile: The 42 Realty Group

Posted on May 22, 2010 by workingpoint

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Vincent Kelly of The 42 Realty Group:

” a real estate listing company located in the city of Indianapolis, Indiana.”

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free company profile today!

What Our Customers Are Saying About WorkingPoint

Topic: Polls & Feedback | Comments Off on What Our Customers Are Saying About WorkingPoint

Posted on May 20, 2010 by workingpoint

We love getting feedback from our customers. We can’t wait to hear what they would like us to add to the application to make it easier for them to use, what they like about the application and our support, and what we could do better. Here are a few of the comments our users have sent in:

Sandra said,

You guys are awesome! Just completed my first free invoice but I assure you I will be upgrading as soon as possible. I am a real estate consultant and your invoice allows for so much info to be input. Great Job!

Paul said,

Thank you so much for this flexible service. My business has just got off the ground and having a pay as you go solution is going to be really useful for keeping my costs low but functionality high…

Brandin said,

This is one of the best products I have seen. I am a very new user to this system but within 2 minutes i was able to create and invoice run a test for quote. I wanted to thank you for creating a product that is so user friendly.

Bronwyn said,

I love you guys. your user interface is beyond so many others. awesome design. awesome service. go team awesome!

Benji said,

Awesome and easy to use

Jack said,

You guys are the absolutely best. WorkingPoint has saved me so much time.

Join the conversation: Check out our blog, follow us on twitter, be a fan on facebook or visit our feedback forum.

New Premium Feature: Monitor Your Sales with Our New Sales Reports

Topic: Managing Your Business,New Features,Sales Reports | Comments (1)

Posted on May 19, 2010 by workingpoint

Your customers are the heart of your business. Keeping them stocked with your products and/or using your services is critical to staying in business. Knowing who to call and what sales are in the works is key to keeping those sales coming in. Our 2 newest Premium reports: Top Customers and Sales Pipeline help you keep an eye on your customer sales activity and potential future sales, so no one and no sales slips through the cracks.

Top Customers

The Top Customers report keeps you tapped into who is purchasing the most from you and who is purchasing the least. With this important information, you can regularly reach out to customers who might not be aware of your full product line or menu of services so you can get them more engaged with your company and generate more sales. You can also be sure to take care of the folks who purchase the most from you; including making small gestures, like adding them to your holiday card or gift list, or bigger gestures, like offering them preferred pricing.

Sales Pipeline

Sales Pipelines are an important part of managing a healthy sales team, even if that team is a team of one. Knowing who you quoted, for how much and when you expect to close the sale helps you plan for staffing, production, and, most importantly, cash flow.

When you quote your customers, you can specify an “expected invoice date” for when you think your sales will close, that is, when you think your customer will accept your quote and the quote will turn into a sale (invoice). The Sales Pipeline report organizes your quotes by expected dates so you can look into the future and forecast your upcoming sales.

These sales reports are Premium features and only available on Premium account plans. Sign up or Upgrade to Premium today! For more information on our new Premium reports Top Customers or Sales Pipeline reports, check out our online Help Center.

4 Keys to Finding Summer Interns

Topic: Entrepreneur Evangelist,Managing Your Business | Comments (1)

Posted on May 17, 2010 by admin

Student Interns and EmployeesOne magical little word: intern.  If you want to see a business owner’s face light up with glee, all you need to do is mention it.

Without fail, you’re guaranteed to conjure images of free labor executing all the tedious, mundane tasks that every business owner is eager to hand off to someone else.

However, you better hold your horses a second, because the world of internships it’s not as simple as all that.

So, with that in mind, here are the four things to do to line up a summer intern for your business.

Paid Internship Instead of Unpaid

Of course, this is the one that no business owner wants to hear. After all, isn’t the whole point of hiring an intern so that you don’t have to pay? Nope. And you need to know this.

Due to the recession, more and more employers have taken the opportunity to use unpaid interns to get work done. Unfortunately, a healthy percentage of those have done so in violation of the rules of internship that govern where the line is between an actual intern and simple unpaid labor. It’s important to remember that the definition of an intern was never intended to be “free labor who can make your coffee and pick up your dry cleaning.”

The US Department of Labor has clarified the rules on internships, and any business owner who is considering bringing on an intern, would do well to read through them. Several states have begun cracking down on employers who are in violation of these rules, so make no mistake about it, not knowing how to navigate this space could absolutely cost you more than you are prepared to pay.

(One of the most important criteria to note is the nature of the work and the supervision they receive.  Even if you pay an intern, by having them do work that no one else in your business knows how to do, or for which they are not getting coaching and direct supervision from an employee, you are still in violation of the intern criteria.)

The simplest solution? Skip the formal “intern” bit – and definitely skip the “unpaid intern” bit – and just hire temporary summer help. If having to pay kills your ability to bring someone in, then see if you can arrange a per-project contract.

Seek Interns in Smaller Schools

In many places this isn’t an issue, but here in Austin this is a big, big point that can save a business owner’s time and sanity: go to the smaller schools to find interns (or just plain student employees).

Austin, Texas is home of the ever-famous University of Texas Longhorns. It’s a great school, and culturally, it dominates the city. However, it is not the only school in town. Quite the contrary. Not only do we have several other respectable local institutions – St. Edward’s UniversityHuston-Tillotson University, and Austin Community College – but we also have regional campuses for other schools, such as Texas StateUniversity of PhoenixConcordia UniversityVirginia College and more.  These are all amazing sources for eager students looking for internship opportunities.

And my own personal pet-plug: look at community and city colleges. More often than not, that’s where you’ll find the hungriest students, the most eager to find ways to differentiate themselves and build valuable long-term relationships. When it comes to hiring intern help, the biggest name schools are rarely the most valuable choices for small business owners, so always look to the less popular choices on your quest for great internship candidates.

Remember, the more competitive the college was to get into, the more options those students have, which means you will be competing with larger employers who can pay more. Go with smaller, slightly less competitive schools, and you’ve got prospective interns who are still trying to carve out their niche and leave their mark. That’s always a better prospect for an employer.

Use Distance as a Tool to Find Great Interns

While there are plenty of things that need to be done in a face-to-face setting, there are also plenty of things that can be done over distance. So what schools do you have at your disposal that are a bit farther away? An hour and a half commute may not be reasonable to do every day, but it’s still close enough to do once every other week, with virtual contact in between.

We live in a Web 2.0 world. Take advantage of it. Again, here in Austin, we have several large colleges 1-2 hours outside of town – Texas Status University in San Marcos to the South, Baylor University in Waco to the North, and several others in between.  These students live in smaller university towns where there are more students than there are valuable employment opportunities.  If you’ve struggled with finding qualified and motivated interns with your local big name school, I strongly suggest reaching out to one of the other institutions in the nearby region.

Broaden your thinking, and then reach out. Outlying areas can be a much better place to look, if you understand how to manage an intern remotely.

High School Interns

This is my favorite of all, but it’s the one that always gets the biggest knee-jerk reaction: hire a high school student instead of a college student. Did you know that high school unemployment has sky-rocketed to 26% during the recession? Even worse, they are having to compete with Baby Boomers whose retirement accounts have taken a beating. And who do you think usually gets hired when a high school student goes head-to-head with a Baby Boomer for a job stocking shelves at Walmart?

There are other really great reasons to consider high school interns, as well. For starters, a high performing high school student is still trying to differentiate themselves from their peers, because they know that is the key to getting into college. Where do you think all those big name college students came from? They were top performing high school students first. So grab them on the way up, when they still have a ton to prove.

Digital natives are often really great at things that us older folks struggle with. Whether it’s learning new software, creative problem solving, or doing research. Take advantage of the fact that they have no recollection of a time when “Google” wasn’t a verb, and don’t underestimate the difference that has on their view of both the world generally and work specifically.

Whatever you do about bringing in more help for your business, just remember, if you go with an unpaid internship, make sure you know the rules and are dotting your I’s and crossing your T’s. Otherwise, skip the “internship” piece and just hire a student for a summer or part-time job.

Students do have amazing value to contribute to businesses. Business owners just need to stop fantasizing about a world in which that value doesn’t require any investment on our part.

More New Features to Make Data Entry & Invoicing Easier

Topic: Bills and Expense Tracking,Contact Management,Inventory Management,Invoicing,New Features | Comments (1)

Posted on May 12, 2010 by workingpoint

While working on our recurring invoice plans feature, we took the opportunity to add a couple more invoice enhancements that users have been asking for on our feedback forum: “Save and New” buttons and sent/not sent icons for invoices/quotes.

“Save and New” buttons

To cut down on the number of clicks between performing like actions – like creating invoices – we’ve added “New” buttons that you use after you click “Save.”

For example, say you just created an invoice and you want to create another one. Once you save your first invoice, WorkingPoint displays the invoice you just created and gives you options to edit, email, print, copy or delete it. Now, we also give you the option to create a new invoice by clicking the “New Invoice” button. This way you don’t have to go back to the Invoices List to create a new invoice: you can create a new one right after you save one.

We have also added “New” buttons to quotes, bills, items and recurring invoice plans.

Sent/Not Sent Icons on Invoices/Quotes

In addition to making it easier to create new invoices, we’ve made it easier to tell whether an invoice or quote has been sent or not. Now when you view the Invoices List, you’ll be able to easily identify which invoices/quotes you have sent and which ones you haven’t by checking the “Sent” column and seeing which icon is there. We’ve added the icon to the invoice/quote view too, so you can tell if an invoice/quote has been sent before printing it or starting an email.

For more information on how to mark an invoice as sent or not sent, check out our online Help Center.

Thanks to all our users who are submitting suggestions and casting your votes for ways to improve WorkingPoint and make it easier for you to manage your business. Keep them coming!

Put Your Invoicing on Auto-pilot with WorkingPoint Recurring Invoice Plans

Topic: Invoicing,New Features | Comments (1)

Posted on May 11, 2010 by workingpoint

We are thrilled to announce that our feedback forum’s highest requested feature is now available. (If you voted for this feature check out the forum for more information about other recurring transactions.) Like WorkingPoint, a lot of our users have customers that purchase the same item or service on a repeating basis. Creating the same invoice every week, month, or quarter for your customers can be a total time suck and open you up to common data entry mistakes.

Now, you can save time and effort by setting up a recurring invoice plan and letting WorkingPoint create and email your customer new invoices automatically on a repeating basis for you. It’s really easy to use and you have full control over what is sent, how often, and to whom.

Here’s a quick overview:

1. Set Your Plan Options
When you create a new recurring invoice plan, you set some simple options, like when you want to start invoicing and when you want to stop (if you need to) and how often you want them to repeat.

2. Create Your Invoice
Next, you select the customer you want to invoice and what you want to invoice them for, just like you do when you create a one-time invoice. You can add notes to your customer and personalize the terms and conditions.

3. Personalize Your Email
You can also personalize your email message that is sent along with your invoice by setting up an email template. WorkingPoint defaults the message to what you have saved in Settings but you can change it.

4. Set Your Plan on Auto-pilot
Now, just sit back and relax and let WorkingPoint create and email your invoices out for you. If you need to make any changes before or after your plan has started sending invoices, WorkingPoint gives you flexibility and control so you can make changes as needed.

If we run into any issues, like inventory conflicts (you don’t have enough on-hand to invoice your customer), we’ll email you and let you know and we’ll make a note on the recurring invoice plan so you have a record of it.

Recurring invoice plans are another way WorkingPoint helps make running your business easier and saves you time.

Recurring Invoicing is a Premium feature and only available on Premium account plans. Sign up or Upgrade to Premium today! For more information on recurring invoice plans, please visit our online Help Center.

National Small Business Week Celebration

Topic: Entrepreneur Evangelist | Comments (1)

Posted on May 10, 2010 by admin


In two weeks, Washington DC will host the annual National Small Business Week celebration. Being the era of the internet, not only will the DC-based events be streamed live on the event’s website, but tribes of entrepreneurs (and their supporters) all around the country will be hosting local events in honor of the festivities as well.

While I will circle back later to discuss the events once they’ve taken place, I wanted to make sure to call out the upcoming celebration so that those of you who can, may want to look up local events you can participate in right in your own community.

And, for those of you who (like me) spend most of your days online, there is always the schedule of events that’ll be broadcast for all small business owners and enthusiasts to see. They include:

  • Keynote by SBA Administrator Karen Mills
  • Town Hall – Small Business: Driving America’s Economy
  • Innovation Forum – Turning Innovation into Jobs
  • Exporting Forum – Customers, Profit$, Jobs and Growth – Take Your Business Global!
  • Social Media Forum – Social Media & Small Business: Join the Conversation

And, as is always the case in events like this, the list of sponsors are also resources that come in handy for entrepreneurs trying to get a new business off the ground. Organizations such as:

The site also has a list of resources that small business owners could find pretty handy as well.

If you’re going to be attending any of the related events over the next few weeks, and would like to share your experience, please leave a comment below and we’d love to speak to you.

In the meantime, chin-up entrepreneurs! This week is about the value to be found in our tribe, and celebrating what we do, learning to do it better, and finding new opportunities that help build communities and families. Nothing like celebrating the era of small business by coming together with other small business owners.

Featured WorkingPoint Company Profile: RedZone Apparel

Topic: Company Profiles | Comments (1)

Posted on May 9, 2010 by workingpoint

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Jay Withers of RedZone Apparel:

“RedZone Apparel specializes in performace clothing for the outdoor enthusiast. Our moisture wicking UPF 50 garmentsnot only have unparralled comfort, they also combine style by useing state of the art graphics permenately imbedded into the fabric.”

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free company profile today!

Featured WorkingPoint Company Profile: Tail Waggin Treats

Topic: Company Profiles | Comments (1)

Posted on May 8, 2010 by workingpoint

The WorkingPoint Community is made up of small business owners, like yourself, and we want you to get to know each other. We’d like to introduce you to Terrie Seguin of Tail Waggin Treats:

“Tail Waggin Treats makes home made treats for dogs. The main product we have is Turkey Jerky. We also have dog cookies, Peanut Butter & Oatmeal, Cheese & Garlic, Breath Bones & Plaque Busters.”

Don’t have a profile for your small business? Learn more or Sign up for an account and create your free company profile today!