Migration of Access database to SQL Server

Using SQL Server Management Studio we can migrate access database to sql server

Before starting the migration process the steps to get into:

Before you run SSMA a few issues you can address in order to streamline the migration process successfully:

  • Add table indexes and primary keys:    Each table which you require to import in SQL Server must have an index and a primary key. Make sure each Ms Access table has an index and a primary key. SQL Server requires all tables to have at least one index and requires a linked table to have a primary key if the table can be updated.
  • Check primary/foreign key relationships    The relationship between tables must be on fields with consistent data types and sizes. Joined columns with different data types and sizes in foreign key constraints is not supported by SQL Server.
  • In order to migrate the access database, the database should be in the same system, where the SQL server is installed.
  • Attachment column is not supported in SQL Server, so before migrating if your tables has attachment column remove the Attachment column from the access backup database, which we will be using for our migration purpose.  

To have the functionality of attachment column (What I did in an accesss database applicaton front-end for this functionality to work) I will post this info soon as  Attachment_ in_SQL Server.

Migration steps are as follows:

  • Open SQL Server
  • Create a new database
  • Name a database

Click on OK. A blank database is created. Now you can import access database tables to this SQL Server database

As you can see below the database TestINV is created and no tables in this.

  • Right click on the database “TestINV” and click on tasks

You may find Import Data option in the Tasks list

Click on Import Data

  • Import and Export Wizard will open as below

If you check on <Do not show this starting page again>, the next time when you import data this will not be displayed. Click on Next

  • You may find a dialog box asking for Data source and Database information
  • Select Microsoft Access (Microsoft Access database engine)
  • Note: Access Database must be in the server pc in order to import. If your db is on other pc then copy first to server pc and then proceed with import process
  • Click on Browse and select the access database which required
  • Select a destination from the list for SQL Server 2012 click below destination

a . SQL Server Native Client 11.0

  • Select Server and then click on Windows Authentication if you want to import without username and password. If your database is SQL Server authenticated, then provide username and password.
  • Select Database in which you require the tables to be imported.
  • Click on next
  • Select option – Copy data from one or more tables or views

Click on next

  • All the tables in the source database is listed as below

Select those tables required for import

Or

Select all tables

In the destination as you can see the tables as [dbo].[tablename], [dbo] is the default schema in sql server and the imported tables will be under this schema

You can see Edit Mappings option wherein you can select different schema for the data tables to reside in.

Check the datatype of the source and destination is matching

Let leave dbo as our schema for imports

Click on ok

Then

Click on Next

Select Run Immediately and click on Next

Click on Finish

Imports runs and you can see the result Success / Failed if the data is not imported

You can now see the imported tables under schema dbo

Note:

a.  Login as administrator in order to import access database

b.   Data in Tables must include the data matching the data types

       I have to deal with an access database table of data type double, has been stored with 1.#INF, i.e the infinite numeric value, which  was causing trouble in migrating data to sql server.

These types of values fails the import process

The following table (tblItemMaster3) is an example of table having hyperlink field. To update the hyperlink part one must create a select query as below and extract hyperlink part, then store the info in temporary table with table id in order to run update query for the required info to update sql server table.

SELECT tblItemMaster3.ID, tblItemMaster3.DWGLink, HyperlinkPart([DwgLink],0) AS Display, HyperlinkPart([DwgLink],1) AS Name, HyperlinkPart([DwgLink],2) AS Addr, HyperlinkPart([DwgLink],3) AS SubAddr, HyperlinkPart([DwgLink],4) AS ScreenTip FROM tblItemMaster3;

Also wrong entries will not allow to migrate

In another database table has wrong entries. This table has wrong entries in field with date data type, found error in Year entry something like 103, 113 etc Ex: 11/10/2001 as 11/10/103

Note: Imposing a validation rule for the database will avoid wrong entries while data input in access database

Conclusion:

Following best practices before migrating access database to sql server will help you migrate the access database successfully within minutes. Many struggle to migrate and fail without tracing out the issues that acts as barrier while migrating.

Points to note:

  1. Must have Index and Primary keys
  2. Relationship with foreign keys to be with the same data type
  3. Removal of attachment field
  4. Avoid error values stored in a tables, rather use validation rule while on inputting data into access database
  5. Hyperlink to be stored in two different fields in SQL server, one with front text and the other for back links.

How you can automate email marketing

You might wonder if email marketing is still relevant amidst the newer technologies such as mobile text alerts, Facebook ads, re-targeting and native advertising, etc. Although email has been around for over 40 years, it is still one of the most effective way to promote your business. Emails are highly adaptable and have a 4,400% return on investment (ROI) rate. It is more powerful than social media as it is easy, inexpensive and effective. And is more dependable for small businesses. However, your results still depend on the way you use it. Understanding your customers, building trust and ensuring only valuable, high quality content are the most important steps in email marketing.

What is Email Automation?

It is very hectic and boring performing same tasks for different customers as part of your email campaigns. Email automation helps you to tackle this problem by decreasing your workload and save you more time.

Email automation is converting the dispatch of email messages from a manual process (email blasts) to an automatic one triggered by the actions of your subscribers. It makes your messaging more personalized and timely — two of the most important aspects of any successful email marketing campaign.

The benefit of email marketing automation is that once you set up the email automation, no more action needed. It just works for you, automatically. Even while you sleep. Sounds interesting? Let’s dive deeper into the subject.

Top 6 free email automation tools

We already discussed that even if email marketing is highly efficient, your original results always depends upon strategy. Creating a visually pleasing email from scratch can be time consuming and hectic among other works. You may face other challenges as well. To stay upfront, you may need help of an email automation tool. You don’t have to worry even if you are on a budget. The below list of email marketing tools will decrease your workload without spending a single penny.

1. SendInBlue Email

Send a transactional email send-in-blue
Email Template

 SendinBlue is a leading email marketing service from France launched in 2012. Apart from email marketing tools, SendInBlue also provides additional functions such as customer relationship management and landing page creation. It also includes over 70 responsive design templates. Plus, you can preview your results and ensure if it meets your criteria.

After designing your email, you can use features such as A / B testing and segmented recipient lists to optimize your campaigns and target your specific audience and make voluntary effort and guess working.

 Basic features are marketing automation, marketing campaigns, transactional emails, SMS messages, chat, CRM, Facebook ads, and retargeting ads. It works in 6 languages and helps you build detailed contact lists for free.

Pricing:

SendInBlue charges based on the number of emails you send. Its free plan includes marketing automation, up to 300 emails per day (9000 emails per month), and phone support for the first 60 days. Paid plans start at $25 a month for 40,000 emails with no daily limits.

 Pros:

  • Low cost plans
  • Solid email automation
  • Landing page editor
  • SMS marketing tool
  • It’s simple design helps the users with very little technical know-how to easily create a campaign.
  • It offers automated text messages (for an additional charge) so that users can access two channels to reach their customers.

Cons:

  • Setting up logins for multiple users is only possible on their Premium and Enterprise plans.
  • Limited integrations.
  • The daily sending limit is 300 in free plan, which is very less.
  • There are dual responses regarding customer service.

2. Mailchimp

How To Integrate MailChimp and WordPress for the Pros

This popular email marketing tool is best suitable for bloggers and small businesses. Mailchimp has a user-friendly design, tons of integration opportunities and offer a completely free plan. Users can send marketing emails and automated messages, build landing pages, send postcards,create targeted ad campaigns, and facilitate reporting and analytics.

One of the main reasons to choose MailChimp is it’s smart recommendations feature, which provides you with valuable audience insights to optimize your marketing efforts.

Another main attraction of MailChimp is its mobile apps. Your customers can sign up for your newsletter from the app. Even if you’re out, you can simply write an email and send it to your entire list from your phone.

Mailchimp was named one of Fast Company’s most innovative companies in 2017; and ranked 11th on the Forbes Cloud 100 list in the following year.

Pricing:

The free plan includes 10,000 emails per month for up to 2,000 subscribers. Paid plans Start at $9.99 per month for 50,000 contacts.

Pros:

  • Integration possible to WordPress, Twitter, Facebook, Magento, Salesforce, ZenDesk, BigCommerce, Drupal, Mandrill, and Google Analytics.
  • The automation tools include options for abandoned carts, welcome campaigns, and product recommendations.
  • A/B testing and segmentation make your emails more effective.
  • Provides easy-to-read analytics reports that show comparisons to aspects of your email performance compared to older emails and others in your industry.

Cons:

  • Sign-up forms are difficult to customize
  • Features such as auto responders, spam filter diagnostics, email client testing, delivery by time zone, advanced social media monitoring, and email/chat support are not included in free version.

3.HubSpot

Free Email Marketing tools in the HubSpot CRM

Hubspot is often ranked first in the list of email marketing services as it provides its users lots of services for free that are available only available on other products’ paid versions.

Basic features include streamlining email marketing services through the use of automated workflows.

HubSpot’s drag-and-drop email builder helps you to create professional marketing emails easily without the help of designers. This incredible tool helps you to achieve incredible results with little effort. They also provide Hubspot CRM for free to create tailored touch-points for your customers. You can tailor relevant emails based on any details you have as HubSpot email is automatically connected with HubSpot CRM.

Pricing:

HubSpot has several free tools. They currently offers four paid plans depending on the types of features you need and the number of contacts you need to handle monthly. They have Starter, Basic, Pro, and Enterprise plans that cost $50/month, $200/month, $800/month, and $2400/month, respectively. Hubspot also offers add-ons that you can include in your monthly plan for a fee.

Pros:

  • Free option available
  • Simple user interface
  • Integrates with Gmail and Outlook

Cons:

  • Training is largely online
  • Not great for larger companies
  • Email templates are limited with just a newsletter and promotion format.
  • Can’t upload codes in HTML.

4. Mailerlite

MailerLite Newsletter Examples - Awwwards Nominee

 Mailerlite is simple, user friendly and streamlined software with beautiful email design and excellent customer support. It allows you to quickly create email campaigns, track their results, and manage subscribers. Compared to other softwares Mailerlite’s email templates are more flexible. They use the same header, signature, background colors, and content blocks, but still look unique which makes them easy to customize. Start out with any template—or a blank one—then tweak the header style, drag in the sections you want, and add content or fill in details in the sidebar on the right. With mailerlite, you can make your emails more interactive by including more than just text and images. It has a countdown timer that shows the time remaining dynamically, until you launch a product or before a sale is over. You can also add product details, embed a video, pull in your most recent blog posts with a dynamically updating RSS block, and more. In 2017 it topped a Forbes chart for customer satisfaction.

Pricing:

Mailerlite’s free plan includes limited access to its features. It offers 12,000 emails per month to 1,000 subscribers. Paid plans Start at $10 per month for unlimited emails to up to 1,000 subscribers.

Pros:

  • Easily design a mobile-optimized email template for free.
  • Easy to use for first time users.
  • Using delivery-by-time-zone, you can send a newsletter to your global subscribers at optimum time.

Cons:

  • Features may not be sufficient for advanced marketers.
  • Compared to its others, it’s template gallery is a little skimpy.

5. Zoho campaigns

Email Templates - Create custom email templates for your organization

Zoho campaigns is a cloud-based software comes with one of the best tools for conducting email marketing campaigns. You can either choose from pre-designed templates or customize according to your needs. Known for its SaaS applications, Zoho offers a generous free plan that includes premium features such as A/B testing, reports, and templates. Additionally, it has a recipient’s activity tracking tool and the ability to measure engagement, helping you determine how your users engage with your messages. The software helps you better plan, execute, manage, and analyze email reports for future email campaigns. Zoho is ideal for small to medium businesses.

Pricing:

 Zoho Campaigns offers a forever free plan and can support 12,000 emails per month for up to 2,000 subscribers. Pricing starts at $5 per month for up to 500 subscribers.

Pros:

  • You can design your own templates
  • Integration possible with other Zoho products such as Zoho CRM, as well as G Suite.

Cons:

  • Can’t include videos in your emails
  • Takes lots of time and Customization to launch a campaign.

6. Bench mark

Benchmark Email Marketing Review | PCMag

Benchmark is equipped with premium features and is designed to take care of an enterprise level business. The free version includes a drag-and-drop editor, select from various templates, use sign-up forms, build basic drip campaigns, and use the List hygiene feature. You can even edit the image right on the platform. Ideal for seasoned businesses with large subscribers.

Pricing:

Benchmark offers a free Starter Plan with up to 2,000 subscribers and 14,000 emails per month. The next upgrade plan starts at $13.99 for up to 600 subscribers and unlimited email sends per month.

Pros:

  • It is free and easy to implement
  • Includes well-designed templates and tools
  • User-friendly

Cons:

  • Free version does not include A/B testing or automation features
  • You can only email contacts who fill out Benchmark subscriber forms. In the free plan, contacts can’t be added via list import.

Why Coronavirus, the pandemic is spreading rapidly

In this era as the world is ranking in technology, automation and artificial intelligence, yet those development has no value to the human kind.  People with envy, racial discrimination, religious discrimination etc., trying to exploit the society. No human values can be discovered in the society. Out of political agenda and to gain the monopoly human are ready to do anything if it even ethnic cleansing.

Myanmar Struggles with Rohingya Crisis
Rohingya Crisis in Myanmar

Also we are witnessing a great man made disaster touching towards the innocent people due to ongoing wars to gain monopoly, leadership and kingdom. Recent Yemen war is an example of such disaster.

Yemen crisis: Why is there a war? - BBC News
Yemen ongoing war since 2015
KSA, UAE announce $200m to support humanitarian needs in Yemen ...
Yemen War left out people with Famine and Starvation

Every human irrespective of caste, nationality, religion etc. all has to face death. It’s a bitter truth that no one wants to accept.  The main purpose of man to be in this world is to do good to the society, help the poor and the needy and to be honest. Only our deeds will be with us when our soul gets out from us. In this era the Global Community is facing a great trial from the very human beings.  Not the wild animals coming out and destroying human beings, but we find the very human being is trying to exploit the other human beings. Whatever the reason behind the exploitation, the final target is human, who is alike the one who is attacking him. The men of strength is trying to intervene with the God’s creation and careless about it’s naturalism. He wanted to show his strength and forget his own weakness which arrives as he reaches his old age. Destructing the property and life of the people and making them vulnerable to famine and starvation.

When you are discriminating human beings in terms of religion, tell me where is the stamp of religion found in his body. Is the God the Almighty created him in different form? Not at all…. You can find all human have the same body structure and functionality.

In this world, there is no moral, no values and no sympathy left out, due to which a great disaster touched us in the form of Corona Virus. The pandemic is growing day by day hoping the human beings leave out all the discrimination and turns with humanity.

Following are shared through whatsApp, which I had collected and sharing with you.

Below write-up no doubt highlights many of the concepts which the human being is ignoring and trying to catch up the materialistic world as it is without trying to reform the present situation.

Wonderful write up by Vivienne in Spain

The earth whispered but you did not hear. 
The earth spoke but you did not listen
The earth screamed but you turned her off.
And so I was born…
I was not born to punish you.. 
I was born to awaken you..
The earth cried out for help…
Massive flooding. But you didn’t listen. 
Burning fires. But you didn’t listen. 
Strong hurricanes. But you didn’t listen. 
Terrifying Tornadoes. But you didn’t listen.
You still don’t listen to the earth when. 
Ocean animals are dying due to pollutants in the waters. 
Glaciers melting at an alarming rate. 
Severe drought.
You didn’t listen to how much negativity the earth is receiving.
Non-stop wars. 
Non-stop greed.
You just kept going on with your life..
No matter how much hate there was.. 
No matter how many killings daily.. 
It was more important to get that latest iPhone than worry about what the earth was trying to tell you..
But now I am here.
And I’ve made the world stop in its tracks. 
I’ve made YOU finally listen. 
I’ve made you take refuge. 
I’ve made you stop thinking about materialistic things..
Now you are like the earth… 
You are only worried about YOUR survival.
How does that feel?
I give you fever.. as the fires burn on earth. 
I give you respiratory issues.. as pollution filled  the earth’s air. 
I give you weakness as the earth weakens every day.
I took away your comforts.. 
Your outings. 
The things you would use to forget about the planet and its pain.
And I made the world stop…
And now… 
China has better air quality.. Skys are clear blue because factories are not spewing pollution unto the earth’s air. 
The water in Venice is clean and Because the gondola boats that pollute the water are not being used.
YOU are having to take time to reflect on what is important in your life.
Again I am not here to punish you.. I am here to Awaken you…
When all this is over and I am gone… Please remember these moments..
Listen to the earth. 
Listen to your soul. 
Stop Polluting the earth. 
Stop Fighting amongst each other. 
Stop caring about materialistic things. 
And start loving your neighbors. 
Start caring about the earth and all its creatures. 
Start believing in a Creator.
Because next time I may come back even stronger….
Signed, 
Coronavirus..

Another write-up below by a Chinese Pastor highlights a number of concepts which the human being before was ignoring. One of which is “Parents and Children who had no communication with their children, couples who couldn’t speak few words a year have opened up the conversation box. Children who did not know how to respect the elderly has also begun to be filial.” We are so busy in our working life that we least care of those who requires us to spend time with them. Our parents who has grown old and require taking care of them. Just spending few minutes a day and speaking kind and good words with them makes them happy. We are giving importance to this materialistic world and ignoring those who actually cares us. Getting busy with work there are many who are not able to take care of their parents are driving them to OLD AGE HOME. Please get your parents back home. Take care of them. You will in-turn feels happy and blessed.

Old Age Homes – A Necessary Evil? – Countercurrents
Old Age home a necessary evil – Parents are left ignored by busy children and driven to old age home

QUIET CHINA – Written by a Chinese Pastor

Sent to a brother in Istanbul via friends in Singapore
The hustle and bustle of China finally quieted down, the restless society finally calmed down, and the restless Chinese people gradually calmed down.
The Wild Animals that were once held by humans in cages finally managed to keep Humans in “Cages”
Humans finally lowered their proud head and begun to think quietly: Are we still the king of the earth? Mankind finally felt the power of Nature once again.
In the face of the threat of death, human beings have only begun to reflect seriously, only to realize that a lack of awe-inspiring social atmosphere will lead more harm and more risks.
The greedy heart is being purified by the virus, and the mouth that loves to eat is being punished by the virus. The people who have been soaking in the bright red and green places all day have been driven home by the virus, saying ……… Go home
There are fewer and fewer people on the street, few cars on the road, The Air is getting Fresher ……… the Haze is gone…. The Sky is getting Bluer …. The Sun is getting Brighter …. Family lives are getting warmer, Harmonial and Cordial and People’s hearts have become more and more Calm
People who haven’t read for Years have picked up books at home. Parents and Children who had no communication with their children, couples who couldn’t speak few words a year have opened up the conversation box. Children who did not know how to respect the elderly has also begun to be filial.
The virus thought human beings a vivid and profound lesson. It made us understand awe. It also let us know what is called “Good Times”. It also made us feel true love on earth. It made us gradually fall in love “Return to the road”, we really should be grateful for this “Enemy”, we need such an “enemy” to give us Reminder” and give us “Empowerment”
The virus will not leave so quickly, it needs to see the “Cultivation” of human’s good habits, and the virus will not continue to rage, because Human love will gather more power to keep the virus away, time will tell us everything. Time will also prove what is right.
THE VIRUS REMINDED US THERE IS AN ALMIGHTY AND HUMANS ARE JUST HUMANS.

As all being lockdown in this coronavirus outbreak, its a most important time for us to calm down and sit then think

  1. What we have left behind – Good deeds or Bad deeds?
  2. What’s our purpose of life?
  3. Are we leading our life as our God the creator wants us to lead?
  4. Are those materialistic things comes to our survival when we are touched by pandemic?
  5. How we can achieve communal harmony?

Together let us come forward to do good to the society, abstain from sin and immorality. The whole humanity is one family. If any one is in trouble its our duty to help. Don’t ignore the poor while they need your compassion and help.

STAY HOME AND STAY SAFE – TOGETHER BY DOING GOOD WE CAN WIN THIS BATTLE

stay home stay safe. - Redmi 8 - Mi Community - Xiaomi

Agantty awesome Project Management Tool

Business Professionals and Entrepreneurs gets engaged with a huge list of task to do for running a successful business. To relieve from this we hire a number of professionals to work with us as a team, but the most important part is to manage the team. To handle the team and assign task and follow up, good project management tool helps you with. There are many project management tool, but I like Agantty, due to its diversified functionality and low cost as well as offering a free tool through which most of the entrepreneurs can easily work out. It’s a simple and effective tool.

Image result for agantty gantt chart

As a freelancer, I am circled with a list of projects to do and scheduling myself was one of the hardest things for me to do. I manage it myself and rarely hire other freelancers for help. I wonder, I even need a project management tool. But, my work was getting complicated as I couldn’t able to manage my time. To schedule myself, I searched for best project management tools. At last I found a good one “Agantty” a better one to accommodate myself with the task in my hand. I signed up for Agantty and now thanks God, that I can schedule my time for the task and complete as scheduled. Apart from my time management the process of assigning has become a fun activity for my daily life. Even I schedule my time and task for my personal use and follow up accordingly and try to complete within the scheduled time.

The user Interface of Agantty’s is clean and beautiful, simple yet smart. Any user can get familiar within a few minutes along with the core functionality. The visualization of task are in calendar-like ganttchart mode and dashboard. I like ganttchart for its simple visualization and also I get overview of my projects at a glance. In order to use Gantt Chart, the other project management tool charge you, but in Agantty you can use it, its free. All of the other features are also great and work perfectly. It has been an invaluable experience for me to use and modify Gantt Charts. Really fun and realistic.

Image result for agantty gantt chart

Effective collaboration feature with an extremely easy to use functionality. Optimizing processes between teams are easy and simple. With this collaboration, you can easily assign people to tasks. Even team members has an option to make visualize assigned task at a glance and can follow up with team efficiently.

What you can do with Agantty

CREATING PROJECTS

Free, easy and clear project management for an unlimited amount of projects, tasks and teams

With this free project management tool, you can organize and plan an unlimited amount of projects, tasks and teams on the basis of a Gantt-chart. You can administer an unlimited amount of teams and tasks with a single account, as well as look up your To-Dos on a neat dashboard.

Create as many projects as you want. Choose a project timeframe, describe the project, choose a color and a team to assign it to. After that you can place it in the Gantt-chart and edit it easily.


CREATING TASKS AND ASSIGNING THEM

Create tasks in a team that can easily be assigned via drag and drop in the Gantt-chart. Tasks can be organized in groups to help let you find what you are looking for faster. Here, too are no limitations.

CREATING TEAMS AND INVITING FRIENDS & PARTNERS

Create as many teams as you want. For your sports club, your startup, no matter what. Invite as many members as you want and assign parts and rights. Now you can saddle your team with tasks

Features of Agantty

  • Highest security for your data. Agantty is GDPR-conform and ISO 27001-certified. Your processed information are safe due to the software transfers the transmitted data via highly secure 256 bit ssl encoding.
  • Free: True Freeware, its totally free. It gives you full access to every tool and feature available.
  • User friendly: Very easy to manage, great Gantt chart view, easy to manage and compare different projects timelines
  • Unlimited projects, tasks and team members you can accomplish
  • Gantt Chart view / Dashboard Task Overview: Using this, you can gain a clear overview of every project, task, group, and team member
  • Collaboration: You can collaborate with multiple teams and can assign task accordingly.
  • Drag-and-Drop Function : The drag and drop functionality makes easier to drag your task within date range to schedule your date and time accordingly.
  • Reminders : Option to activate reminder email for the created tasks
  • Access Rights Management : You can assign rights and roles of members
You can assign rights to the members

Going with this freeware ultimately saves you cost in purchasing expensive project management tools. A funny and creative tool to create unlimited tasks and collaborating with unlimited teams. Hopefully you will enjoy in following up team members for the tasks assigned and scheduling meetings. Apart from assigning tasks you can even remind the members about the tasks you assigned.

Top Project Management Software

If you have a startup or a small business, even an entrepreneur, no matter how small your business is, you can have great benefit from project management tools. Project management software helps you to collaborate and meet goals on time along with resources and cost management. The major functions of these tools are time tracking, budgeting, task distribution, resource planning, team collaboration, and many more. Let’s take a look at the best project management software.

1. Trello

This one is very interesting and visually appealing compared to other big names in project management as it uses a different approach to handle the work process. It uses unique features such as cards, boards, and power-ups. Trello is based on the kanban approach – a visual system for managing work as it moves through a process. It looks like a sticky note board where sticky notes are pinned to a board. Trello helps to quickly see who’s working on what and understand where any part of the project is in the pipeline. You can shift tasks (rows) from one column to another to show their progress.

Image result for trello"

The basic version of trello is free. However, there are also paid options which are Trello Gold ($5/month), Trello Business Class ($9.99 per user, per month) and Trello Enterprise (costs are tiered and vary based on the number of users). Companies like Kickstarter, Medium, Buffer, and Producthunt uses Trello to manage their projects.

2. Meister task

Meistertask is also a Kanban-style app that aims at the needs of agile project teams. It is the most intuitive project and task management tool on the web. You can add as many team members as you want to your project, assign tasks and follow each other’s progress. MeisterTask’s flexible project boards adapt to your workflow and make sure everyone is always on the same page. Tools such as Slack, GitHub and Zendesk can be integrated into Meistertask.

Image result for Meister task"

The basic version of MeisterTask is free and they also have three paid plans: Pro ($8.25/user/month), Business ($20.75/user/month), and Enterprise (customized). The main differences between the plans include security restrictions, automation functionality and access to advanced features such as personalized onboarding assistance, dedicated account manager and custom security view.

3. Kanban flow

KanbanFlow is a Lean project management tool with an intuitive user interface that is easy to learn and use. This tool is structured similar to Trello and is best to increase productivity. It supports the Pomodoro technique for time tracking. The Pomodoro uses a timer to break down work into intervals of 25 minutes, separated by short breaks. This way you can focus on both quality and quantity by working without stress. Also, kanban flow allows you to collaborate in real-time. Other team members can immediately see the changes you make on the board on their display.

Image result for kanban flow"

KanbanFlow charges $5.00 per month, per user. Like most project management tools, the basic version of Kanbanflow is free. Besides, they also offer a free trial.

4. Freedcamp

Launched in 2010 in Santa Barbara, California Freedcamp is a web, mobile and desktop project management and collaboration system for teams. According to founder Angel Grablev, “the uses for Freedcamp are virtually unlimited”. Grablev has found that it is not only businesses that use the project, but it has been used in classrooms, at major universities by both students and teachers, for friends and family organizing trips, and personal projects at home. American Red Cross and the Make a Wish Foundation have also used Freedcamp for their projects.

The main attractions of freedcamp are the offline backup, the task board is available for free and the free version includes essential core features for long-term use. The free version allows users to assign tasks to people, schedule events on a calendar, set milestones, use discussion boards, and track time spent on tasks.

Image result for freedcamp"

Freedcamp pricing includes a free plan and four paid subscription options: Minimalist ($2.49/user/month), Freelancer ($4.99/user/month), Business ($8.99/user/month), and Enterprise ($16.99/user/month, billed annually). The main differences between the plans include the file size limit, backup instances, available integrations, customer support response time, and more.

5. Asana

This popular web-based application is founded by Facebook co-founder Dustin Moskovitz. Although everyone can use it, asana is more suitable for managing the ongoing workflow of organizations. Giants such as Pinterest, AirBnB, The New York Times and Uber use Asana to manage their day-to-day operations. Asana is advanced with over 100 integrations but has an easy interface which makes it easy to use. The main goal of this project management software is to help people work at peak efficiency saving time by replacing daily meetings, reducing the volume of emails, etc. The main drawback of this tool is it does not have many of the budgeting features that we often see in other project management tools.

Image result for asana"

Asana is free to use. However, they have a Premium plan, which includes more features and access to priority support, starts at $9 per user, per month.

6. paymo

Image result for paymo"

Paymo is a cloud-based task management software essentially designed for freelancers and small to medium business owners who wants to simplify and fasten their business processes. It offers team collaboration, resource scheduling, time tracking, and project accounting within a single suit. Paymo uses templates to guide the user and users can easily switch between Kanban and task list views. Paymo pricing starts at $9.56 per month, per user. The basic version is free. Paymo does offer a free trial.

7. Bitrix24

Are you looking for the best free project management software? Bitrix24 not only offers free unlimited teams and tasks but also, free time tracking, subtasks, task templates, and task roles. You can start using the free version which includes up to 12 users, online storage, and collaboration tools by simply registering for an account. Its main features include social networking tools, tasks and projects, CRM, document management, calendars, sales team management, email, telephone, and HR controls. It also has a mobile version that works with both Android and Apple products.

Image result for bitrix24"

Bitrix24 prices start at $39.00 per month. There is a free version. It also offers a free trial.

8. Wrike

Wrike is basically a collaboration app that also contains project management tools. It has won FinancesOnline Best Project Management Software Award for 2018. You can quickly set up and easily use it without any training. Wrike offers several tracking options with agile methodologies, including Kanban board, Gantt chart, and spreadsheet view. The interface is simple, clean and easy to navigate. If your projects are moving fast and require gradual changes, Wrike is the right tool for you. Fortune 500 companies, such as Google, Stanford University, Adobe, HTC, and EA Sports use Wrike as its project management software.

Image result for wrike"

Free Wrike accounts are made for individuals or teams of up to five that need project management software. The free version is limited to basic features and could only be used by small teams. Wrike software offers 5 tier pricing plans including free designed to suit the varying needs and specifications of businesses, organizations, and independent professionals. They also offer a free trial.

Free PlanFree
Professional Plan$9.80/user/month

Business Plan$24.80 /month/user

Wrike for Marketers$34.60/user/month

Enterprise Plan

By quote

9. Basecamp

Basecamp is a pioneer in project management that focuses on web design and teamwork. This paid tool is simple, clean, and user-friendly when it comes to messaging, team communication, and assigning tasks. One of the best attractions of this app is that it is not loaded with unnecessary features and the dashboard always updates new activities happening in projects. Also, all the information and updates regarding your project are stored in a centralized place so you will not miss something. This helps its users to effectively manage their projects. It offers integration with third-party tools for mobile, time tracking, invoicing and accounting.

Image result for basecamp"

There are 3 versions of Basecamp. The classic, Basecamp 2 and Basecamp 3. Pricing varies for each version. All versions have a free version and they offer a free trial for every paid version.

10. Podio

PC Magazine has given Podio an Editor’s Choice award [7] and selected it as one of The Best Online Collaboration Software of 2016, saying “Podio is an extremely flexible and highly customizable online hub for work and communication. Because it’s so user-friendly and scales easily for growing businesses, it’s an Editors’ Choice.” It is highly flexible so that more than 500,000 organizations use Podio to run projects and company departments.

Image result for podio"

Podio is user-friendly and has advanced project management features. It is secure, has affordable pricing and a diverse app platform. Its chat and activity features are excellent. Some of the drawbacks are, it lacks time-tracking and reporting features. You can customize according to your choice.

Podio pricing offers a free option which is limited to 5 users and three paid plans: Basic at $9 per month, Plus at $14 per month, and Premium at $24 per month. The main differences between the plans include the number of team members that can be enrolled in the system as well as access to premium features, such as automated workflows. Also, a custom plan is available for large companies with unlimited users.

11. Yodiz

Yodiz is an online Agile Project Management tool for issue tracking and agile development. This software includes Product Backlog Management, Issue Tracking Software, Kanban Scrum Board and Team Discussions. Teams of all sizes, from small companies to multinational companies, can use it with unlimited projects. It is perfect for global teams. Some of the features are innovative UI, simple UX, Product Backlog, Epics Sprint Board, Release Board, Issue Board, To-Do list, Project Reports Dashboards, Real-time-notifications, Tagging support etc. It offers integration with many third-party applications such as GitHub, Google Drive, Slack, Zendesk, Assembla, Atlassian Stash, Bit Bucket, Box, Dropbox, Freshdesk, Happy Fox, Jenkins, Mercurial, Microsoft Team Foundation, and more.

Their free plan offers up to 3 users with unlimited projects. The Issue Tracker is priced at $3 per user per month and includes features such as the issue board, timesheets and custom fields, dashboard and reports, as well as apps and integrations for free. The Agile Tool is priced at $5 per user per month, and includes a complete agile solution and priority support. Yodiz does offera free trial for every plan.

12. Agantty

Image result for agantty"

Agantty is a free software which uses Gantt charts. It is easy to use for all kinds of users as the software provides step-by-step instructions for its various functions. It is currently in open beta phase. Key features are time tracking, collaboration, Gantt charts, task scheduling, task planning, milestone tracking, portfolio management, project planning, resource management, traditional methodologies, agile methodologies, idea management, Cost-to-Completion tracking, customizable templates, client portal, kanban board, and collaboration tools. Agantty uses high safety standards and assures your privacy and security. It applies 256-bit SSL encryption on your information and it encrypts your stored password to the systeas well. This software is best suitable for small businesses.

Pricing starts at $0.01. There is a free version of agantty.

Payment gateways

The biggest challenges of online businesses are how to receive payments and how to keep it secure from third parties? Having a secure payment system that doesn’t compromise your customers’ personal information is something you should give utmost priority, as it not only affects your credibility but also gets you into the trouble. Therefore, with this article, we help you find out some of the popular payment getaways you can trust with.

1. Authorize.Net

Image result for authorize.net

Authorize.Net is a popular payment gateway provider that allows merchants to accept and manage credit card and electronic check transactions via websites, retail stores, mail order/telephone order (MOTO) call centers, and mobile devices. Since its founding in 1996, it has a reliable service of over 400,000 clients. Key attractions are fraud detection feature, simplified checkout system, support for automated recurring billing, a customer information manager, and QuickBooks support — all for free. eCheck processing is also available for a low additional fee.

 Pros

  • No long-term contracts
  • Monthly Billing
  • Supports multiple currencies
  • Anti-fraud features and strong security

Cons

  • High flat-rate pricing for an optional merchant account
  • It may be cheaper to use Authorize.Net when bundled with another service
  • The all-in-one option may confuse customers

Pricing

The Authorize.Net pricing scheme covers three subscriptions: All-in-One Option (gateway fee of $25/month, plus a per-transaction fee of 2.9% + $0.30), Payment Gateway Only (gateway fee of $25/month, plus $0.10 per transaction and $0.10 daily batch fees), and Enterprise (custom priced). The main difference between the plans is the target user.

2. PayPal

Image result for paypal

Almost every one of you would have used PayPal for your transactions or at least heard about it. PayPal is an American company that operates an online payment system worldwide that allows online money transfers and acts as an electronic alternative to traditional paper forms such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other business users, charging a fee for benefits such as one-click transactions and password memory. Their PayPal Payments Pro is a successful attempt to introduce a payment processing service for e-commerce users without a PayPal account.

Pros

  • Trusted by consumers
  • Easy to set up and use
  • Predictable flat-rate pricing
  • All-in-one payments system
  • Multiple pricing plans available
  • Ideal for low-volume merchants
  • Extensive integrations
  • Good developer tools

Cons

  • Account stability issues
  • Not suitable for high-risk industries
  • Inconsistent customer support

Pricing:

PayPal does not charge the buyer of a transaction when it occurs in the US. As a seller, you’ll pay 2.9% + $0.30 per transaction.

3. Stripe

Image result for stripe

Although it is available in more than 25 countries, a stripe is mostly used in Canada, Australia, and the United Kingdom. This U.S based payment gateway supports all major credit cards and offers Woo Commerce integration as well. Key features are customized checkout experience, multiple payment options, secure payment processing, and optimized reports and insights. It processes charges and displays prices in a customer’s preferred currency to improve sales and help customers avoid conversion costs. Many big-name online businesses such as Pinterest, Lyft, Under Armor, Blue Apron, Wish, TaskRabbit, etc. use Stripe for processing payments. It’s powerful, easy to use, and has industry-leading features.

Pros

  • Excellent developer tools
  • Advanced reporting tools
  • Predictable flat-rate pricing
  • Exceptional subscription tools
  • Multi-currency support
  • Ideal for international merchants
  • Excellent marketplace tools

Cons

  • Account stability issues
  • Needs technical skill to implement
  • Not suitable for high-risk industries

Pricing

Stripe charges on a flat-rate fee structure: 2.9% + $0.30 for every credit card transaction and 2.7% + $0.30 for every in-person credit card transaction using a Stripe terminal.

4. Amazon Pay

This payment gateway is specially designed for Amazon merchants and shoppers. It is fast, easy, and reliable and comes in two different packages – Pays with Amazon (Merchant) and Log in and Pay (Shopper). Pay with Amazon is designed specifically for online retailers and sellers who want to provide a smooth shopping experience for their buyers. whereas, log in and Pay allows Amazon users to enjoy fast and speedy checkout on thousands of sites and apps. Pay With Amazon makes it easier for retailers to accept online and mobile payments. The application allows users to easily access their information from the merchant’s website, thus streamlining the purchasing process as they no longer need to enter their information such as name, shipping address, and credit card details. All this without compromising the integrity of Amazon. Key features are its identity, automatic payments, inline checkout, merchant website integration, and fraud protection.

Pros

  • No early termination fee
  • Easy to use
  • 24/7 customer support
  • Brand recognition
  • Added convenience
  • System simple to implement

Cons

  • Pay is slow unless you are a high-end seller
  • Reports of withheld funds
  • High processing fees

Pricing

Amazon Pay Pricing & Fees

No free trial.

Monthly Payment Volume (GBP)*Processing Fee**Authorization Fee (GBP)
Less than1,5003.4%0.20
1,500.01-6,0002.9%0.20
6,000.01-15,0002.4%0.20
15,000.01-55,0001.9%0.20
Above 55,0001.4%0.20

    Cross Border Fee

Aland Islands, Denmark, Finland, Iceland, Norway, Sweden                              0.4%
Austria, Belgium, Canada, Channel Islands, Cyprus, Estonia, France (including French Guiana, Guadeloupe, Martinique, Reunion, 2and Mayotte), Germany, Gibraltar, Greece, reland, Isle of Man, Italy, Luxembourg, Malta, Monaco, Netherlands, Portugal, Montenegro, San Marino, Slovakia, Slovenia, Spain, United States, Vatican City State

 

 

 0.5%

Andorra, Albania, Bosnia & Herzegovina, Bulgaria, Croatia, Czech Republic, Hungary, Latvia, Liechtenstein, Lithuania, Macedonia, Moldova, Poland, Romania, Russian Federation, Serbia, Switzerland, Turkey, Ukraine

 

1.0%
Rest of the world 1.5%

Source: Amazon Pricing

5. Skrill

Image result for skrill

Skrill has millions of customers, with more than 100,000 merchants that use the platform for merchant accounts. Skrill has become one of the most popular payment gateways as it understands business is all about facilitating customers. Payment processing with Skrill is very simple with several options such as credit cards, cash and email- transactions and transaction capabilities for more than 30 currencies. All you need to do is sign up on the website and get the services. It allows you to withdraw cash from ATMs too. Skrill offers high security with a little bit more expensive than other platforms that offer similar services.

Pros

  • Supports in-app payments
  • Hosted payment page
  • Integrates with third-party shopping carts

Cons

  • Account stability issues
  • Limited pricing disclosed online
  • Expensive fees to transfer money
  • Basic reporting
  • Poor customer support

Pricing

Rates vary between businesses based on their monthly sales volume. Businesses making up to $3,000 in sales are charged a rate of 2.90% plus $0.29. Businesses with sales between $3,000 and $10,000 are charged a rate of 2.80% plus $0.29. The next tier of sales over $10,000 but under $100,000 are charged a rate of 2.70% plus $0.29. Lastly, sales exceeding $100,000 a month are given a rate of 2.60% plus $0.29. Merchant accounts are also charged a fee of $0.49 for each refund and $20 for chargebacks. For U.S. users, Skrill charges a fee of 2.9% to load an account using a Visa or MasterCard card and a fee of 7.50% to load an account using a Paysafecard prepaid card. Users can load a Skrill account via ACH transfer for free. Withdrawing funds from a Skrill account costs $5.50, and sending money to another Skrill user costs 1.9% of the transaction (maximum charge of $20). There is also a monthly inactivity fee of $3.00 starting in the 13th month of inactivity. These costs are subject to change, so U.S. merchants are advised to check the company’s currently displayed pricing. Source: cardpaymentoptions.com

6. SecurePay.com

Image result for securepay.com

With more than 15 years of experience in the online payments industry in the Australian market, SecurePay is an all-in-one online payment gateway solution for businesses and organizations of all sizes, especially small and medium businesses. SecurePay was recently awarded the Nora Solution Partner Excellence Award for Best Security/Anti-Fraud protection. It offers more payment options for business customers including Visa, MasterCard, American Express, Diners Club International, and PayPal. This allows them to make an instant online purchase, which can help companies to generate further sales. It provides a simple application process online that involves no visits to banks.

Pros

  • Easy to use
  • Payment rates based on a business’s processing volume.
  • Prepaid rates allow businesses to pay only for the swipes they use
  • SecurePay Insights goes beyond payment analytics to also notify businesses when information is posted online about their brands.

Cons

  • Customer service hours aren’t listed
  • In-store payment processing is only available via a virtual terminal, which limits those businesses that want a traditional POS setup.

Pricing

SecurePay offers two enterprise pricing structures. Online payments (2.4% for every transaction) and e-Commerce payments (45c per transaction + $395 annual fee). It does offer a free trial.

7. 2Checkout.com, Inc.

Image result for 2checkout.com

Often known as “2CO,” 2Checkout provides services similar to PayPal and Stripe and available in more than 87 countries. Nevertheless, contrary to some of its rivals, 2Checkout does not require the merchant’s customer to sign up for a 2Checkout account and simply allows the customer to pay with a credit or debit card (among other options). It is an all-in-one monetization platform known for its global payment options and plug-and-play solutions for small business owners.

Pros

  • Predictable flat-rate pricing
  • Best for international merchants
  • Excellent website & advertising
  • Monthly agreement

Cons

  • Not suitable for card-present merchants
  • Complaints of bad customer support
  • Not good for high-risk merchants
  • Held funds

Pricing

  • 2Sell Plan – This is for those selling internationally. It has a rate of 3.5% +$0.35 per sale.
  • 2Subscribe Plan – This is for those selling subscriptions. It has a rate of 4.5% +$0.45 per sale.
  • 2Monetize Plan – This is for those selling digital items on a global scale. It has a rate of 6% +$0.60 per sale.

8. First Data Corporation

Image result for first data corporation

First data is one of the oldest payment solutions for every type of business. It accepts every credit and debit card option, including, MasterCard, Visa, Diners Club International, American Express, Discover Network, PIN-based and signature debit cards. Key features are fraud screening, transaction approval in 1.9 seconds or less, compliance with PCI standards, transaction data and analytics, chargeback dispute resolution, receive e-deposits directly to your bank account, seamless integration with point of sale software, ability to offer cashback with a debit card purchase, POS terminal options that can securely and quickly accept any card payment type and streamlined account management with Business Track.

Pros

  • Full line of Clover terminal, mobile, and POS systems
  • 24/7 customer support
  • Extensive online knowledgebase
  • Low interchange-plus rates available to high-volume businesses
  • Many complementary services

Cons

  • Overpriced equipment leases
  • High fees
  • The four-year standard contract with liquidated damages clause
  • Expensive equipment leases

Pricing

Pricing and fees of a First Data merchant account will vary by the reseller, agent, and merchant. Merchants who process up to $50,000 each month will receive a swiped rate of 2.69% plus $0.19 and a keyed-in rate of 3.69% plus $0.19. Merchants whose monthly charges exceed $50,000 will receive a swiped rate of 2.29% plus $0.19 and a keyed-in rate of 3.29% plus $0.19.

9. BluePay Processing LLC

BluePay offers a wide range of credit card payment options that helps all types of businesses to cover basic and unique business needs. Its services include electronic billing and invoicing, mobile credit card processing, virtual terminal, and more. They deliver a range of tailored merchant accounts that can easily fit a particular type of business and service. Its industry-specific solutions are what make BluePay very popular even for non-business entities such as churches and non-profit groups. They provide affordable terminal leasing packages for businesses that can’t afford to invest in their credit card terminals. BluePay offers its own in-house virtual terminal/payment gateway so companies don’t have to process payments with separate gateways such as Authorize.net. All payments are processed under one roof.

Pros

  • Canadian merchant accounts offered
  • eCheck processing offered
  • Numerous integrations

Cons

  • No pricing disclosed online
  • Difficulty in closing or modifying accounts
  • Sudden account terminations
  • Early termination fee

Pricing

BluePay’s standard merchant account contract is a three-year service agreement with a successive one-year automatic renewal clause. In the event of a service cancellation while under contract, a merchant may be subject to a $295 cancellation fee that is automatically withdrawn from the merchant’s attached checking account. Though the company does not explicitly list rates on its website or program guide, merchant reviews reflect a swipe rate of 2.39% plus $0.25 and 2.99% plus $0.20 for keyed-in transactions.

10. PaySimple

Trusted by over 17,000 companies, PaySimple is ideal for small to mid-sized businesses with a recurring client base or is looking to market services, accept payments, and manage customers in one complete system. Services offered are debit and credit card processing, ACH processing, electronic invoicing, recurring billing, online payment gateway, and virtual terminal, and customer relationship management. The all-in-one platform is intuitively built to help businesses built trustworthy relationships with their customers by delivering extremely flexible options that meet customers’ payment needs with the use of Omnichannel billing and payment solution. Other features include a 360-degree Point-of-Sale Software with Recurring Billing, Sales & Order Reporting, and Electronic Invoicing.

Pros

  • Ideal for service industries
  • No early termination fee
  • Good subscription & invoicing tools
  • Good customer support

Cons

  • Not good for high-volume, card-present merchants
  • Not suitable for international merchants
  • Un-transparent tiered pricing

Pricing

PaySimple pricing offers a single monthly subscription option that costs $49.95 per month plus 2.49% per credit card transaction. It does offer a free trial. PaySimple only processes transactions made within the U.S. Funds are usually deposited into a user’s account within two days.

Online Booking Tools you can use

An Online Booking System is a software that helps you to simplify online reservations and bookings for customers as well as staff and agents. It helps you to save time, increase bookings, increase the efficiency of your operations, and get better insights into your business.

Things you have to consider while selecting a booking tool for your business is the time and money it takes and the benefit your business get using it. It’s always better not start the setup process in your season time as it often takes time in set up process and training your staff.

Although finding the right tool for your business is all about the experience, this article sheds some light into the best online booking tools and all the important information you need to know about it.

1. Bookeo

Bookeo is a popular online scheduling and booking system for various types of business and individual users. This cloud-based reservation solution initially caters to photographers, tour operators, travel agencies, schools, therapists, and event organizers. Bookeo is used across 120 different countries and available in over 35 different languages. Best suited for tour companies, providers of outdoor activities, entertainment for birthday parties, or camps and recreational activities.

Pros

  • Fast and clean user experience
  • Good customer service
  • Bookeo has a widget that can be embedded on your Facebook page or website, making it easier for clients and potential customers to make reservations.
  • Bookeo products can be accessed in all devices
  • Allows digital payment channels

Cons

  • It takes time to understand the interface.

Pricing:

Bookeo doesn’t offer a free version. Pricing starts at $14.95 per month. Bookeo does offer a free trial.

2. Checkfront

This booking management platform mainly targets Tour & Activity Operators, Rental companies and Accommodation providers.

Primary features are booking and activity management, reservations and payment processing. To avoid booking conflicts, the check front introduces online booking calendars that are updated in real-time when an agent confirms a booking. It is accessible on desktop and mobile devices.

Pros:

  • Good customer service
  • Allows integration with Booking.com, Expedia and TripAdvisor, Facebook and LinkedIn.
  • Offer many features and is versatile
  • Excellent invoicing and notification system.

Cons:

  • Buried features: While the learning tools are great, it isn’t always obvious where to look for the information you need.
  • Time-consuming.
  • Mobile app not much user-friendly.

Pricing:

Checkfront pricing starts at $49.00 per month. Checkfront does offer a free trial. No free version.

3. Setmore

Setmore is a cloud-based appointment scheduling solution suitable for businesses and organizations of all sizes. Key features include an online customer portal for appointment booking, customizable email notifications, and staff scheduling. Setmore can be integrated with a variety of social networks, blogging platforms, payment services and more. Android and iOS mobile apps are also available.

Pros:

  • Performs perfectly on every device.
  • Easy to use and clear and simple interface.
  • Reliable, Premium Scheduling Tool
  • Good customer support.
  • Setmore can be integrated with a variety of social networks, blogging platforms, payment services and more.

Cons:

  • Requires a set time and an assigned resource for each service.
  • Double Booking ability from the Booking Page.

Pricing:

Setmore is available for free for teams of up to 20 staff members. Pricing starts at $25.00 per month. Setmore does offer a free trial.

4. SimplyBook.me

SimplyBook.me is designed for service-based businesses in multiple industries. Main functions are online bookings, collect client feedback to optimize revenue and service performance and send email and SMS appointment reminders to both service providers and clients. It allows 24/7 booking facility to users. Some of the features are Booking web page, Facebook booking button, Google calendar sync, Promotional Feature, Ability to sell products upon booking, Membership features, Gift Card sales, Statistics on your bookings, Booking button if you already have a website and you can accept payments in advance.

Pros:

  • Easy to use
  • Good customer support
  • Customization options available
  • It can implement into your website.

Cons:

  • Pricing methods can be more flexible
  • No visible indicator for already booked time slots.

Pricing:

Freeyes
Basic  $9.90/month  
Standard  $29.90/month  
Premium  $59.90/month  

SimplyBook.me offers a free package and three paid plans. There is also a free trial month available that includes all features and 50 bookings.

5. FareHarbor

FareHarbor is a powerful reservation tool designed for tour & activity businesses of all sizes. Its main motto is to bring ease and efficiency to every aspect of your business, all the tools you need to manage your day-to-day work are available on one central dashboard. Use any device to collect customer information, sign digital waivers, or securely accept payment. Available 24/7.

Pros:

  • 24/7 client support
  • Can send mass emails to guests using canned messages.
  • A Partnership Account Manager will be assigned to assist you through the setup process
  • Easily customizable
  • Value of money

Cons:

  • Takes time to understand how the system and features works
  • Long process. Not straight forward
  • Invoicing module too basic

Pricing:

Fareharbor is free for clients. Their only fee is the credit card rate of 1.9% + 30 cents. It offers a Free Trial (No Credit Card required)

6. Booker

This cloud-based booking solution mainly focuses on businesses such as spas and salons.Primary functions are managing booking routines, payments, marketing activities, customer interactions, etc. Key features include a built-in scheduler, social media booking, integrated point of sale (POS) functionality, email marketing, customer surveys and more.

Pros:

  • Easy to set up and use.
  • The mobile app is user-friendly.
  • Smooth navigation and good layout

Fully customizable

Cons:

  • Double booking possible
  • Limited payment options. (PayPal not available)

Pricing:

Booker pricing starts at $129.00 per month. No free version and no free trial.

7. vCita

vCita LiveSite is an all-in-one scheduling, payment, CRM and document sharing solution for your business that provides your clients (and potential clients) an easy, streamlined way to reach you.

Key features include website integration, payment processing, online marketing campaigns, and more.

Pros:

  • Easy to customize
  • Good customer support
  • User-friendly and easy to navigate

Cons:

  • Multiple people are not allowed to register at once
  • The invoicing/billing system is not as robust as some other programs out there.

Pricing:

vCita pricing has three plans, Essentials which is $29/month, Business plan for $59/month and Platinum for $99/month. There is also a plan that costs $15 per month for users who only want vCita’s online scheduling services.

8. Rezdy

Rezdy gives your customers a convenient and consistent booking experience by integrating with your website. Your customers can instantly book from a real-time booking interface displayed on your current website. Clients appreciate Rezdy’s ability to assist them in gaining more customers. The application makes the business more visible in the marketplace, thus bolstering its chances of being discovered by prospective clients.

Pros

  • Easy to use
  • Good customer support
  • Numerous payment gateway integrations
  • Well-designed UI

Cons

  • Expensive monthly cost
  • Over-complicated pricing plan

Pricing:

Pricing starts from $49.00/month. They have 3 plans: Foundation$49/month, Accelerate$99/ month, Expansion$249/month. A free trial is available (No Credit Card required)

Rezdy is based on a flat monthly fee. There is a price for any business size, based on bookings volume and features, so you can decide the best plan for your business. Rezdy is commission free. We do NOT charge a percentage on each booking. No credit card required and no locked-in contract.

9. Supersaas

SuperSaaS is a one-stop solution for your scheduling requirements that provides unprecedented flexibility and customizability. It allows you to tailor the software to your needs and preferences as well as white-label the code to delete all references to SuperSaaS. The app also lets you build your scheduling styles. In addition, you can add individual service scheduling that allows your customers to be programmed.

Pros:

  • Easy to use
  • Customizable
  • It helps you improve your productivity, communication and business success.
  • Good customer support

Cons:

  • Not very flexible for special needs
  • Old looking interface

Pricing:

SuperSaaS pricing starts at $8.00 per month. There is a free version of SuperSaaS.

SuperSaaS does offer a free trial.

10. Funaway

FunAway is a travel marketplace builder created by FATbit Technologies to empower users to build and launch custom websites that link travelers to hosts, hotels, restaurants, travel agencies, tour guides, and more in specific locations. The main advantages of FunAway are that it helps you to build and maintain smooth and seamless connections and commitments between travelers and travel and hospitality businesses, allows you to customize, grow and scale your travel market or travel website without the use of third-party plug-ins, and provides you with different ways to make money from your travel market or travel business.

Pros :

  • 24/7 customer support
  • Fully customizable
  • Multiple currency support
  • Multivendor, Milestone based payment

Cons:

  • It does not include in-person training.
  • Does not include features such as coach booking, itinerary creation, and multi-day booking

Pricing:

Free TrialNo
GoQuick$999
GoCustom$5,999

11.Youcanbook.me

YouCanBook.me simplifies the scheduling process and lets you get back to work. Syncing with your availability on your cloud-based calendar, bookings from clients go straight in your calendar, while personalized email and SMS notifications with programmable triggers and delays keep everyone on the same page. Direct integrations with Zoom and Zapier help you automate your meeting prep and followup.

Pros:

  • Easy to set up and affordable
  • Good customer support
  • The booking process is fast and convenient
  • Customization available
  • Mobile support and wide integration
  • you can get paid directly inside the system.

Cons:

  • There’s not currently a way to just block out a day without doing it through your calendar.
  • Handling email addresses for youcanbookme reservations is a hassle because there is no option for the user to upload them from a spreadsheet or CSV file, instead they have to manually input them and this gives a lot of room for human error.

Pricing:

YouCanBook.me does offer a free version. pricing starts at $10.00/month. They also offer a free trial.

Freelancers Be Careful

Freelancers be careful while taking up a fixed projects. Today I will be sharing you what steps you can take while dealing with a fixed projects.

Fixed projects sometimes becomes problematic when dealing. At first glance we may find the project doesn’t need much time and efforts and will propose a budget based on that. But while on the go, you may come up with certain scenarios where you feel that the project is time consuming and the budget what you proposed is not be worth to dealt on.

Freelancers those who are a Programmers and developers mostly face these type of difficulties in dealing with the projects. When any error pops up, sometimes will be time consuming to troubleshoot those errors. To be on the safer side freelancers follow the following steps:

  1. When the client provides the project details, be sure you go through the details thoroughly.
  2. If you are unsure on few of the points try to clear out.
  3. Ask questions whatever you get regarding the project.
  4. If the client unable to clear out the clarifications on the specifications provided, don’t take up the project until the client provides clear instructions.
  5. Divide the project into small tasks
  6. Propose the project to the client dividing the small tasks quoting in milestones and time required to complete each task.
  7. While the task is complete deliver the task to the client and get approved for releasing the milestone amount in escrow.
  8. When only milestone amount is released proceed with the next milestone and continue up to the final task.
  9. If in some circumstances you are not able to complete the particular task or you cannot able to handle that task, find a suitable freelancer to do it for you.
  10. If in some case, the task is getting more complicated inform the client before hand the complications and the time required to handle the task. Also inform the client the task will cost extra due to its complication and time consumption. You are the one who knows the ins and outs of the projects. You decide the fruit you deserve for handling the project. Never continue in order to satisfy the client. You will end up with tensions and complications without any fruitful result. If he doesn’t agree quit the milestone, don’t continue. This way you can secure yourself from getting utilized on low budget.

Myself a freelancer has come up with a project, which has dealt me with complications. With my wide experience I am suggesting the above steps you can follow when dealing with the fixed projects.

I had a client who gave me up a list of tasks, but most of the instructions are unclear and when asked he was not able to clarify those. There were a list of multiple tasks for which I continued with many and many were unclear. I followed him upto 2 months and at the end when he clarified, that task turned into a time consuming project. I informed the client about the complications and the time consumption, also the cost involved in handling that task. He is not ready to pay for the task and asked to continue with the same said cost for the project, which is really low when compared to the task. At last the client asked for refund and I placed a dispute against him. Problem was that he just placed a small amount in milestone not as I quoted, also I did a wrong in not continuing the project in milestone. Due to this not paid for the multiple tasks I completed. This is a great lesson I learned from my freelancing career.

Be careful and not become prey to this type of clients. Complete each small task by milestone, get paid and continue with the other task. Secure yourself and be smooth in your workflow.

OneNote awesome tool for Pro

Hi Pro’s it’s time to take a look into a great and awesome tool which makes your day to day schedules easy. As a busy professional you are circled with a number of activities, you wanna can’t rely on your brain to remember all at once. OneNote, a great tool of Microsoft released with Office suite since 2010, is an awesome tool to note all what you feel it’s important, whether images, documents of any formats, drawings, audio, videos and texts etc.. Most of us are Office users, to be frank most of us don’t know the use of OneNote, even many don’t know OneNote at all. You may wonder what is OneNote, just click on Start ==> open your All Programs ==> Check Ms Office ==> you may find OneNote already installed in your system.

This image has an empty alt attribute; its file name is image-3.png

If you’re one of the few who doesn’t have OneNote already installed, you can get a free trial version on www.onenote.com. The app is completely free to install on your Mac or Windows desktop and lets you format notes any way you wish in an intuitive digital notebook interface. OneNote is on its speedy move, getting enhanced and enriched with new features. Don’t delay get installed and start using.

Microsoft OneNote is an office application to gather any information such as documents, images, videos, audios, screen clippings, drawings, texts etc, and it is also a multi-user collaboration. Even you can share notes with other OneNote user over the internet. It seems just like a word processor, but with its enhanced features enriched with handwriting support, multimedia embedding, drawing and more, it’s more than just a notes app.

OneNote Key Features:

Work on Multiple windows

In OneNote, you can even open multiple windows and can gather information on those different windows. A total multi-tasking application suitable for busy entrepreneurs. Why then delay, utilize this awesome tool and be awesome in your daily business dealings.

This image has an empty alt attribute; its file name is image-6.png
Multiple Windows in OneNote

Notes Gatherings in Multiple pages

If you are a blogger, OneNote would be perfect for your writing skills. It makes you more productive as the tools you use in OneNote is wider than Microsoft word. For brainstorming you can gather materials and organize and structure materials and research papers. Different Pages you can add up for your diversified information collection and can easily extract the information you desire from the gatherings. Even, if you create a blog in a separate page, have option to submit the posts directly from OneNote. Apart from this you can even create calendar in OneNote and follow up schedules.

No Storage Restrictions

OneNote is not just a note, its a single place to store all the information, what you feels to keep it up. There is no limit of how many notes one can gather in OneNote according to the available storage. If you require more to note it on, wise to use Skydrive to store the information, wherein you will get 7 GB of space, which is more than enough for a freelancer and Entrepreneurs. If that is not sufficient for you and feels the extra storage, then can opt to purchase 200 GB at a great price.

Handwriting and Writing Tools on PDFs and other printer formats

OneNote has an handwriting tool, through which you can take note by writing easily on the screen or scan the written pages into the app. You even have the option to write on printouts of Office documents or PDFs. This is a great way to do research, take notes and can even create artwork.

OneNote Handwritten and Image Conversion Tool to Text

OneNote, great tool even converts the handwritten text to normal text automatically. Even, if your handwriting isn’t beautiful, OneNote can read all your ink notes to search or convert them to text. Really a tricky, picky tool , you wanna don’t need to bother at all. It can even read and search inserted images. PRO don’t bother OneNote won’t yet read your mind.

Search handwritten Notes

Users can now search their handwritten notes in OneNote just like you can search through typed text and text within images. The app’s handwriting recognition will locate the page and the specific handwritten note by simply typing your search query into the OneNote search box

Great for Maths Teachers and Students

Maths Teachers or Students have a great option to add formulas and arithmetic functions. Just go ahead typing your equation and an equal sign and then press the space bar, automatically the answer turns out and will be displayed on the page. Great tool for teachers and students.

OneNote can take your notes for you if you are meeting or on listening lectures

Recording an audio during meeting or lecture is possible using OneNote. An additional benefit is that pointers will be set on the specific part of the recordings for those notes you have taken in between the recordings and saved automatically. For later you can easily scroll on those pointers and check the recordings. Here’s how it works …..

This image has an empty alt attribute; its file name is image-11.png

While you’re in a OneNote page (perhaps a page where you’re taking meeting notes), click on Insert > Record Audio. This will automatically start the audio recording feature, and you’ll be recording whatever your microphone picks up:

Easy Sharing features in OneNote

OneNote comes up with a easy sharing features. You can easily share your gatherings such as work projects, school home works or home projects, photo albums, audio or video recordings with your colleagues, family and friends. Here is how you can proceed:

In OneNote 2013, click File, click Share, then click Get a Sharing Link–you can decide if you want to allow others to view your notes or edit them with you. When they get the link, they can edit using their favorite browser–no install or sign up required–or they can edit in their favorite OneNote app.

Smartphone users no need to worry about. You can get free OneNote App works on iPhone, Android Phone or Windows Phone, which you can download from the appropriate app store on http://www.onenote.com

OneNote, the king of notes, overall a great app introduced by Microsoft. I appreciate Microsoft for their dedicated efforts in introducing such an helpful app for the PRO’s to become more productive in less time.

I suggest PRO’s to have a look at OneNote and try to use it in your daily life. The feature really makes you step into next level. Happy using.

Upwork Time Tracker and Messaging Tool

For Hourly jobs Upwork has its own time tacker application, which you are supposed to download and install in your system. Whenever you start working on an hourly contract open upwork time tracker, select the job you are working and turn on the time tracker.

Main advantage of this is that your work is secured and you will get payment based on the hours you work. Even the client is secured as they pay only for the work and will not be over-charged. Client will be produced with complete worksheets for review showing the exact screenshot taking during the intervals, so that the client knows that you are doing exactly what asked to do.

Time tracker is designed to work in such a way, that it captures screenshots randomly each 10 minutes of your work. During the process will capture the mouse clicks, keystrokes and also the activity level. This shows the client that you are working and not sleeping during the tracking process. It’s really a good app, as it avoids people gaming the system by taking the exact time randomly within that period. The activity tracker will stop if no mouse movement or keystrokes found for a long period.

You can download Upwork Time Tracker from https://www.upwork.com/ab/downloads/

Points to be noted while working with upwork time tracker:

  1. Time Tracked for the work is reviewed by the client before .
  2. Any period is subject to review by the client
  3. You need to wait for a screenshot before you log off because if you log in and work and then log out before a screenshot occurs that time doesn’t count. For example, if you start working and at 8 minutes a screenshot occurs and then you are still working for another 10 minutes and log off before another screenshot, you will only get paid for the one screenshot (10 minutes). 
  4. The activity tracker just makes sure that there is some activity going on – if enough time passes with no activity (mouse click, keystroke), the tracker will stop tracking your time.
  5. Your clients are automatically invoiced and billed for your hours according to the weekly billing cycle. Once your earnings are available in your balance you will receive your funds using the payment method and schedule you set up. 
  6. If you log time over the weekly limit it won’t be invoiced to your client, but they can see it in your Work Diary. You can negotiate a bonus payment for that time, if your client agrees.
  7. Hourly contracts follow the Upwork weekly schedule whether your contract is active or ended. Any time in this week’s Work Diary will post as pending on your Reports > Transaction History next Monday.
  8. Clients can issue a bonus payment to you manually at any time while the contract is active. As long as there are no problems with the client’s billing method, these manual earnings will become available after the five-day security period. Bonus payments are optional and therefore do not qualify for Hourly Protection.
  9. To review your earnings and transactions go to your Reports.
  10. To set up a payment method and schedule, or to withdraw your earnings now, go to Settings> Get Paid.

Recurring Additional Weekly Billing

Some contracts may also include a weekly payment in addition to, or instead of, your billed hours. A weekly payment is an automatic, recurring payment for a specific amount. The client is invoiced this amount each week in addition to the billable hours in your Work Diary.

  • It is possible to be paid solely on a flat weekly payment basis if you and your client agree. Your client will probably also set your weekly limit to zero.
  • The weekly payment terms are set in the Advanced Options when the client makes you a contract offer. To add, remove, or change the amount of your weekly payment, your client must end your contract and rehire you with different terms.
  • If a contract is paused for any period of time in the week, including because of a dispute, the corresponding weekly payment won’t be issued.
  • The percentage of the weekly rate paid to you on the first week of a contract depends on the day the contract began:
    • Monday – 100%
    • Tuesday – 80%
    • Wednesday – 60%
    • Thursday – 40%
    • Friday, Saturday, Sunday – 20%
  • The percentage of the weekly rate paid to you on the final week of a contract depends on the day the contract ends:
    • Monday – 20%
    • Tuesday – 40%
    • Wednesday – 60%
    • Thursday – 80%
    • Friday, Saturday, Sunday – 100%

Upwork Message

You can connect with your client using Upwork Message tool, which is available at the right bottom of the time tracker. Once you open Upwork time tracker and click on messages, the window will open which will have all messages. Using this tool you can discuss on projects with the client, share files and screenshots. Also the new feature of upwork message tool which allows to have a call with your client.

You even have the option to communicate using smileys.

Audio Tool bring your online meetings to life. Upwork has included Audio calling, which makes you to call the client and discuss about the project.

Upwork Chat or Messaging tool helps you to connect with your client round the clock. Once you have installed the tool in your mobile, you have the option to connect to the client while on go. Makes you prompt in replying and discussing with your client immediately as soon as you see the client is online.

How to create portfolio websites

Freelancers of these days are facing challenges to survive. Giant platform like upwork, guru and peopleperhour etc., is frequently changing terms of conditions and the freelancers are the one most affected. Relying completely on these platforms will not fetch good return. To grow your business and make an online presence is what required you to create a portfolio website, thereby unlocking the opportunity the online space has.

Hey, I am back to help you out in creating portfolio website. You may wonder how can any one create a website without having web developing skills. Of sure, you can, without tweaking into code, you can easily create your own portfolio websites within a minute. There are various web builders free through which you can just create by using their drag and drop tools, free templates and many more web features available. You no need to be skilled in code and has to write a lengthy code in order to work out. Walking through the steps you will become a designer as well. Interesting isn’t it. So, why can’t you try these website builders and unlock the potential opportunities. Following are some of the websites builder that are free, through which you can create your own stunning portfolio websites:

1.Blogger

Blogger is a free website builder launched by Google. With the help of this you can create any type of blogs. With this feature, you can create your own portfolio, wherein you can showcase your work and introduce your services to the clients around the world.

With the help of free blogger portfolio templates available in the web, you can download and can apply the same to your created portfolio site in blogger. See below, few of the templates which are available free to download.

2. WordPress

WordPress is most popular among web designers and developers. Through wordpress.com, one can create stunning portfolio websites. For free membership, you will have many templates to work with. This free feature itself is far enough to apply great look and design for your portfolio.

3.Weebly

Weebly allows you to add photos, videos, etc., found elsewhere on the net by simply “drag and drop” . You can easily create a portfolio websites with the help of this builder. The site works with Microsoft Windows, Mac OS and Linux . Also automatically creates a mobile version of your site.

4.Wix

Wix offers a wide range of templates (more than 280 templates) for your websites customization. Wix Templates are build using html5, due to which it is search engine and Apple device friendly. Even wix includes flash based designs, so no worries for flash based developers. Just pick up a template, update with your own pictures, text and content and you are ready to launch a powerful portfolio website.

5.Behance

Behance allows world wide users to showcase their creative work. This is specifically designed to launch portfolios in one place and broadcast it widely and efficiently. The site is very professional and used by various experts to showcase their works.  Getting into Behance you can get inspired by millions of projects in the worlds largest creative network.

Tips on creating stunning portfolio websites:

1.Unique design

Maintain your website design unique. Don’t ever copy other designs. Try to give a different look and attractive visuals. Thereby the clients get overwhelmed by seeing your portfolio.

2. Availability

Provide different ways of contact method for the client to get in touch with you. Making yourself available in different platforms that you provide will be easier for the client to approach you or they may wander and quit from the site.

3. Avatar

When clients gets into your site, you are required to show off your avatar, of course a head shot of yourself, in order to get recognized that it’s real person’s portfolio. This makes the clients get to know your identity.

4. Refresh

Update your CV, whenever your skills adds up, you completes projects, you gain experiences. Don’t forget to update whenever required. Always try to provide a fresh content with recent information.

5. Show off your skills

Show off your skills by providing work samples, screenshots and demo of your completed projects.

6. Testimonials

Add clients testimonials who have worked before, so that the new visitor will have faith in you that you are capable to handle the type of projects they are looking for.

7. Recommendations

If you have any clients recommendation, don’t forget to list out in portfolio websites. Thereby you can secure your online presence.

8. Website loading speed

If your website loading speed is very low, then your clients will not stay on your site for more than 3 minutes and they will quit, without coming back. In order to get success, choose a suitable hosting package which provide web page loading speed faster.

Upcoming challenges for freelancer on Upwork

As discussed in my earlier blog, that upwork has 60 connects free to apply upto 30 jobs. Connects are what you use to submit a proposal for jobs posted in the Upwork marketplace. Now the upwork has completely ruled out the free membership and has imposed on freelancer to pay for the connects they are going to apply for the job. They believe that doing so, they are limiting the number of applications by the unskilled freelancers, thereby allowing the client to narrow down to the right candidate and the skilled freelancers to reach out with the great client.

With the launch of this new term, the upwork freelance community has become upside down. Think of the freelancer, who has to hunt the job daily and has to pay for applying without having hope of getting the job. Not only upwork imposed to pay, but they have imposed connects based on the job posted. For job $50 or less, the freelancer has to spend upto $0.30, whereas for the longer term jobs with a budget of $600+ the freelancer has to spend upto $0.90 to apply for a single job (Note: No guarantee of getting hired).

Check below table showing connects required and the cost to apply for a single job:

Example Job TypeConnectsCost of Connects
Invites from clients0Free
Quick jobs for $50 or less1-2$0.15 – $0.30
Short-term jobs (less than a week) with a budget of $50 to $6003-4$0.45 – $0.60
Longer-term jobs with a budget of $600+5-6$0.75- $0.90
One of Upwork freelancer’s response to connect changes

As you may see the noted points in the above statement, it’s really worth. Upwork is enforcing extra burden on freelancer. Beginning upwork was charging 10% from the freelancer’s earnings. Later on, they started charging 20% from the freelancer’s earnings. Ok, even then the freelancer accepted and started paying 20%, but now apart from charging double, now they are imposing extra charges on connects, that is really horrible. Even there are certain job posts, which has been posted to review the budget required for the job. The client won’t hire anybody, but in turn research the freelancing market on the particular project. On such job posts, what will be the condition of the freelancer. Is they have to lose their penny and waste their time for this type of projects? Upwork has to think and create a similar scenario for the client to post the job, only then freelancer is not scammed.

What next:

I believe that we the freelancer should not completely rely on these platforms, instead we should create our own portfolio websites and try to publish our skills and services.

Having portfolio websites makes you to showcase your work online in a professional way. This in-turn builds trust on you and a first impression on you from your clients. Also it increases your online presence and online visibility while on Google search. Creating portfolio websites takes you out from describing in a traditional way (i.e. creating resume), and making you more than that with a web link enriched with professional presentation, skills, expertise, testimonials and work examples.

Follow my blog to know more on:

  1. How to create portfolio websites?
  2. The free portfolio websites which enables your online presence?

Beware of Online Home based Jobs Fraud

Today, I was scrolling to find out data entry jobs for my team, suddenly I came to craigslist jobs, wherein, I found a lot of data entry home based jobs. Mostly, we may find this type of listings in newspaper, online news platform and from other job portals. I saw many listings and scroll down each and found that these offerings includes some payment for registration to proceed further.


Beware of potential scams that ask for a fee to register or over-exaggerate the potential earnings. At first, they send you a sample of small passage for data entry. When you check this and you feel that you are comfortable about this and pay the said fee to get the job. When they send you the actual work, it will be a huge list of data entry, much more hard and you cannot able to complete the said work within the specified period. Later on, they will block your account and will not pay you a single penny and also you will lose your hard earned money too. This type of job providers are a big cheater. Be careful and don’t ever try to get in touch with them.

In today’s trend, most of the people are unemployed and are looking for online jobs. Being put into trial on finding jobs, don’t ever get prey to this fraudsters. It’s really an important decision we are making towards achieving our goal. Before get in touch, try to google out their company information, don’t just stick to first page, scroll pages further and look any complaint is registered. If so neglect these jobs.

I was on my blogging series, but before getting into my next blog posting, it was my duty to inform my readers to be aware of such scams. Best online job platform, what I discussed before in my freelancing blog post – upwork, freelancer, fiverr, goLance, toptal, peopleperhour and guru. Try your best with these sites.

Even there are few jobs, which says that they require no investment. They will provide you with work and after completion of the work, they are not paying you a single penny. Find below a victim of such site:

Upwork and other best freelancing sites has secured both clients and freelancers. In a fixed project, the client has to pay the amount and it will be in Escrow. Only after the acceptance of the job, the amount will be released. Even after your job submission, if the client doesn’t release the amount and starts disputing, then you have the option to contact upwork support team to interfere with the dispute and clear off the issue. For hourly contract, your time and work is tracked by screenshots, keystrokes entered, activity level and mouse movement. For every 10 minutes, screen gets captured with other details. Thereby making payment secured for both client and freelancer.

Work Diary on hourly contract with screenshot
In work Diary, can also see the activity level with keystrokes and mouse movement

Client has a week time to check the work diary of the freelancer and thereby accept the hours. Once reviewed and accepted the amount will be released and you can withdraw the amount. This type of procedure is what makes the platform more secure, scam-less and fraud-less.

Tips on applying to jobs on Upwork

Hi all, today I am back with you to provide you a tips that can make you stand out in a competitive freelancing network. Find below:

Update your profile with good overview, portfolios and experience:

Before bidding make sure that your profile is up-to date, showing off your skills, portfolios and briefly describing your expertise, your nature of work, your interest and how you are set to meet the goals in overview section.

Search jobs that fit your skills easily using the below method:

Don’t ever apply to any projects. Bid on those which right fits and you are confident that you work on that. Set up a job feed shown as below by searching on the skills and saving search, this will make it easy to find a project within your skill set. Once you save the skills, job feed in the left panel will be displayed always. You just click and get the most relevant jobs out of it. You have more option to set for the job feed as below – Job Type (Any job type, fixed, hourly), Experience level (Any Experience, Entry Level Intermediate, Expert), etc. Also you can search the job by project length. If you are interested in working long term, select – more than 3 months. Better to select any project length / selecting any option in all categories, so you may have the option to scroll on any jobs.

On the go, if you have more skills to add on the Job feed, you have the option to advanced search, through which you can search jobs by words shown as below and save the search. By doing so, the newly entered skill will be added to the job feed on the left panel. Also advanced search has different ways to search as shown below:

All of these words, Any of these words, The exact phrase, Exclude these words, Title Search, and Skills search. Thereby making easy for freelancers to search the jobs based on the preferences.

You can find an option in the left panel as “Recommended Jobs”, which will display important jobs related to your job feed.

Bid Early and consistently- frequently scroll the jobs and bid on earliest job and try to be the first to bid.

To get into winning job, one should continuously try on bidding the job daily. For Free Membership, you will have 60 connects in a month and each bid requires 2 connect, so in a month you can apply to 30 job post. Be sure you check daily and try to apply on the relevant job early. When you do reply early to the job post (within 10 minutes to 30 minutes), the client will be also available online and can check your proposal on the spot. There may be chances of getting response from the client right away. Best practice to bid early.

Note: Bidding early doesn’t mean, that you can’t land jobs that has been posted before. Try to find out the job which best fits and then find if the job is hired or is still open. It it’s open without doubt you can send a proposal. Sometimes, the client keep open the job post, until they find best freelancer.

Don’t ever copy/paste proposals. Review and take time to write a good proposal

Most freelancers create a static proposal and copy, paste while applying. You cannot fool the client by doing so. Client doesn’t expect such a proposal, saying that you are such and such expert and having years of experience. Example:

“Hi there, Here I am to help you out in automating your process through VBA. I am an expert VBA developer having 16+ years of experience.”

This type of static application won’t make you stand out from other freelancers. To consider try to write a different proposal for each job posting and don’t ever copy/paste.

Most clients are running out of time and are serious about hiring a freelancer to get the job done in quick turnaround. Definitely they are going to hire the freelancer on spot or in a day or two. If you are serious about winning the bid, then you should propose the client differently. You should write a stunning proposal personally for this client after going through the clients requirement and the attachment, links or videos whatever the client provides in support of the project. Describing them the value-added solution for achieving the project successfully.

Example: Client posts a job saying that he wants an user friendly application, which should work on different operating system. He suggest that he want to use SQL Server as database for this project. I will write a proposal as below for that.

Hi John,

Going through your job posting I found that you are interested in using the app in multiple environments. Also, you want your back-end as SQL server. Do consider, that SQL server won’t work in Linux and MacOS, only in windows. So, if you use SQL server you are limited to Windows. I would herewith suggest that you better use MySQL, which is opensource as well as supports multiple operating system and multiple programming languages including Perl, Scheme, Tcl, Haskel and Eiffel.

I have worked on creating MySQL database application on various programming platforms. Please find my portfolio on my website: http://www.saftprohub.com having similar projects in the list.

It’s my pleasure to provide an helpful hand in creating multiple environment supportive app. Would be great to discuss further.

This is my Calendly link – Check and schedule a meeting.
My skype id is abc.def.

Hope to hear from you soon.

Thanks and regards,

Fouziya

Provide samples of your work – linked to your website or attach files

To show the client that you are capable of handling the project, you must provide similar samples you have done in the past or your website link, if you have created one that showcase your portfolios and the projects. This will confirm the client that you are capable to do the said project.

Bidding the right budget

This is an interesting phase of bidding. Budget is what the client needs to know for the project completion. We are all mistaken that we should bid not high or low, but in between according to the client available budget.Sometimes, we see on the job posting the budget for the project is $5, we all freelancer mistakes that how to apply to the job for just $5, whereas the project requirement takes long hours to complete.

At first, I had the same thought. I used to neglect such job post and didn’t applied. Later on, I realized the fact. The budget is the place holder for job posting. If the client is unsure of the budget, he just puts on any figure may be $5 or any figure. Sometimes, even we can see in the budget as $5000, $10000 etc. This high figure is also not the correct budget for the project. Only the budget can be analyzed based on the job requirement. We can bid high than the shown budget on the job posting. Budget for the project entirely depends on the factors – type of project, time consumption and the complications or challenging phase it has. If it is a fixed price, we can go by milestone – dividing the phase of project completion into sub-projects. After successful completion of each milestone can proceed with the next milestone. For hourly based projects, we will be using UPWORK time-tracker to proceed. For this type of hourly projects we will offer an hourly rate on the proposal and also the number of hours the project required to complete. By which, the client have an idea the budget required to complete the project.

Start Referring to client by name

Most commonly the freelancers used to refer to the client by sir / madam / hiring manager. This is not a company job post, wherein you will attach a complete resume and are considered as employee working solely for this company. Freelancing is a business, where you are the contractor and you will connect to the client and get to know their problem to solve. You are free to take up as many as clients and can handle multiple projects.

Being in such a position, you have to connect to the client in a friendly manner. It’s a good start, when you refer a client personally by name. Client will feel too friendly on your behavior. You may wonder how to find client’s name to refer in the proposal. There are many ways to find client’s name, such as:

  • Below the job post – You may find at the end of the job post, client mention his name as – (Regards, John etc)
  • If you didn’t find any mentioned name in the job post, you can find the clients job feedback, wherein the other freelancers refers the client by name while providing the feedback.
FeebackName
  • If company name is provided in the job post, then google search and try to find the owners name.
  • If not, then best use as “Hi there”

Briefly state how you can achieve the required project to complete

Provide a solution for the problem to solve and state the stages it requires to complete.

Briefly state the timeline required

Also, a best practice to state the required time to complete the project. If you are sending a proposal for hourly, then state the hours required or term it in a number of days for a fixed project.

State an availability to schedule a meeting to discuss on the project

Use online meeting scheduling tool – such as calendly, doodle, Genee etc.
Stand out from the other freelancers by stating that you can complete within the next 24 hours / so depending on the projects

Communicate professionally and don’t use short terms

Try to be professional and communicate using complete phrase, not short-cuts

Use correct spellings and grammar

Using correct spellings and grammar makes to know the client that your English communication and English skill level is good. Proofread your proposal before sending.

Add the last phrase:

Don’t forget the last phrase stating that you are enthusiast in knowing the client response to your bid. This makes the client that you are serious about the job.

Answer to Additional Questions:

Most Job posting has some additional questions to which we require to answer. Read carefully the question and try to answer accordingly. Take time to write a good answer. The proposal we submit reach to the client displaying the answers to additional question first and then the cover letter follows. Its very important to answer correctly by providing best solution for the query the client has. Once you perfectly reach out to the client answer for their query, you have the chances of getting hired. Please check the below posting, wherein the posting has questions.

Follow these tips and get hired soon. All the best.

If you have any doubt, please do contact me. I am ready to clarify.

Freelancing

Freelancing is a self employed business, wherein you can virtually work on flexible hours, not sticking to a single employer. Freelancer has the potentiality to showcase his skills and thereby sell services to multiple clients. To freelance, you can start with a fewer budget. Only thing, you need to have skill to do and a laptop and good internet connection. It’s a great business model that makes you enter into freelance market place, wherein you can climb a ladder with a bit of time, patience and passion. No business reaches up to peak, if it doesn’t have patience and capacity to manage with profit or loss.

When I started freelancing, I searched through all the freelancing sites, where I can probably find a job that match my skill set. Things aren’t so easy. Have to submit bids daily to achieve this. I was waiting to showcase at least an hour of work in my profile. Waiting for any project to hunt and get a positive feedback.  Some projects came in, but wasn’t of well paying. To get a profile and feedback has to go through less paid job. At last after 2 years of my efforts to get into this line, I was able to find a job, which was long term. The client at first asked me to work 2 weeks on the project and told that if it goes fine, will continue. All praise to God, the Almighty that the client satisfied with my output and continued the job. Till now I am working for this client. Also worked on various projects for other clients too.

You can check my profile on Upwork:

https://www.upwork.com/freelancers/~01f0ac790f1b3265ff

To get into freelancing, you should handle the job independently without any help from others and must have past experience with the skills, you love to work with. If you grow further in this business and have well demand from the clients, then you have options to hire other freelancers to proceed with the task. During this stage, you no need to work on the projects; you can create a team, who works for you remotely. No region, language or country you need to stick to find your team. You can create a global team with the member having the skill set you demand. Thereby, you can run on with more projects without any trouble.

Freelancing helps Mom at home to be more creative in working with her skills being present with her children at home. Normally, Moms who work out in the office has to leave their child in child care center. Being a freelancer, Moms worry narrow down and they can be with their child at home and can work on her schedule. Flexible hours and work anywhere environment creates up with freelancing. You are your own boss and you quit 9-5 job schedule. You have the sole authority to decide what to do and what not to do, when to do and when not to do.

Freelancer works hourly, by fixed project or by milestone according to the client pay mode. There are many freelancing sites through which one can start applying for the jobs.

There are various fields in which you can freelance. Of which are:

  1. Web Design
  2. Web and Mobile Application development
  3. Database Application development
  4. VBA – Visual Basic for Application
  5. Data Entry
  6. Web Research
  7. Article writing
  8. SEO
  9. Voice Over
  10. Audio or Video Transcription and many more.

Top freelancing sites are:

  1. Upwork
  2. Toptal
  3. Guru
  4. Peopleperhour
  5. Fiverr
  6. Freelancer
  7. 99designs
  8. Truelancer
  9. Design media
  10. Freelance writing gigs

Will let you know in detail about these sites in the next post. Hope you enjoyed

Upwork Skill Tests

Skill Tests are the one which confirms the clients about your ability to do the task. Taking skill tests also makes you more marketable. Some clients search based on the specific tests or make it a requirement while posting a job. Skill test is mandatory to take as your profile will be accepted by Upwork only when you attend one or more skill test and pass the test. You can attend the test according to your related skills. If you update your skills on the go, you can even take up the test accordingly and showcase the same in your profile. There is no limit to take up the test, you can take hundreds of test covering a range of topics. In Upwork, you can find tests covering any skills, such as:

Following is the tests in Computer Skills you can find on Upwork:

  • Windows XP Test
  • Knowledge of Microsoft Office skills Test
  • Microsoft Powerpoint 2010 Test
  • Ms Excel Test
  • Ms Word Test
  • AutoCAD Test
  • Microsoft Excel 2016 Skill Test
  • Microsoft Access 2010 Test
  • Microsoft Outlook 2010 Test
  • Microsoft Word 2016 skills test
  • Microsoft Powerpoint 2016 skills test
  • Knowledge of Office Sharepoint Workspace 2010 skills test
  • Microsoft Office 2016 skills test
  • Microsoft Outlook 2016 skills test

Likewise you can find many skills test based on the criteria you specify. To proceed with the test, click on Find work –> then on Tests on the bottom.

Upwork Home Page after Login

You can search tests based on your skills or by entering keywords as shown below:

Searching Skill Tests Options

Each Tests contains 45 multiple choice questions, which requires less than 45 minutes to complete. Once you click on the test, before getting to start, you may be visualized with the test topics/contents it carries.

As you can see below example:

Based on the topics, you can prepare yourself for the test and can achieve more score. Once you have achieved a score above average, you can make it public to view the test results for the client. If your score goes below average, you have the option to hide the same. If you fail the test, you have the option to retake the test after 90 days. You can prepare for the test and get more scores attending the test after 90 days. You can even hide the failed test from the profile view or the one which doesn’t focus your business. You can take as many tests as your skills improve.

Scoring:

Scoring level of the test is 0 to 5.0, where as 5.0 is the highest and the passing score is 2.5 and above. Algorithm beside the ranking – above average / below average is based on the number of qualified freelancers scored the test. If you score 36 out of 45 then, then your score is calculated as 36/45 in terms of 5.0 score and you achieve 4.0 score. If average of other freelancers score 4.5, then if your score is a passing score, even then your profile will show as below average. So, all those freelancers who achieved below 4 and above 2.5 is considered as below average. Point to note – even if you score 4.9 and average of score by other qualified freelancers is 5.0, then your test ranking will be below average.

The testing level defined by the Upwork is what is disliked by most freelancers. If we get above average, then our profile seems good enough points, but what about the below average – it displays as a negative points. Suppose, if you are testing your English skills, even you achieved 4.9, your skills is below average when other freelancers score 5.0. When the client checks the profile and find that your English level is below average, then mostly he will neglect and checks for those who are above average. This way of defining the skill level is what I too dislike. Sometimes, what happens we have made public a skill test result when it is above average, after few months the same skill shows as below average. This is because, that the skill level is total depends on the number of qualified test takers and their scores. If average of freelancers who joined later have scored above your scores, then automatically your skill level goes down. We can’t expect that our skill which is above average will remain the same, as it depends on the test takers and the level of scores they achieved. This showcase the Upwork market place eligibility of the freelancers, but not on individual skill. Be aware of this and try to get good scores.

Tips to find tests

If you are doubtful on which test to take, here are some tips through which you can find a test:

  • Listed skills on your profile:  Start with the listed skills on your profile or you may take the corresponding tests, which matches your skills and can be badged as Tested. This will help you to demonstrate your qualifications to potential clients.
  • Projects, you would like to work on:  When there is a project, which you are interested to work on. Check the skills required for the project to complete and take the test based on those skills. This will in-turn makes you to fit for the project and there is a chance the client can consider your application based on those skill achievements. Be sure to set the test public to display in your profile
  • Still wondering and can’t find the skills test matching your profile, check the test passed by other freelancers similar to your profile: Find out similar freelancers in your category and check the tests taken by those freelancers. Take those tests and showcase your profile.

How to setup stunning Profile in Upwork

Upwork is a freelancing giant platform wherein more than 9 million freelancers have been registered so far. With a huge list of freelancers, competition is high and to stay up with these competitors, a detail and well defined profile is what value all about. 

Upwork has sorted out the most demanding skills that are required in it’s platform. If you have skills that have less demand your registration will be cancelled and you will be terminated. Now a days Upwork is rejecting freelancers frequently. Be sure to pick up skills that are in demand in Upwork market place and not be of one rejected. If your skills are not demanding, you can learn those skills that are in demand and get updated to showcase those skills in your profile. In today’s world, we are learner at every moment. The skill today is outdated tomorrow. Hence a freelancer is always a learner and not an expert he can say so about him.

Setting up a stunning profile is the key to enter into the field of freelancing. Client first looks into your profile. Profile helps the client to know about your skill and expertise. Based on your profile, client judges to hire you or not. So to be more precise, make your profile look Professional and your skills up to date. 

Brief overview of a profile setup in Upwork:

To write an overview in your upwork profile, follow the below tips:

  1. Add a Professional Photo in your profile
  2. Add video clip of yours, briefly stating your goals and skills to the clients. This in turn makes you personal and also makes the client to know your communication skills. How well are you in speaking good English.
  3. Be sure to list out the skills you are updated with. 
  4. Take out Upwork skill test on those skills you are updated with. This makes the client to know more about your expertise in those skills you listed out.
  5. Don’t ever say that you are an expert in those skills you have, instead list out the year of experience you have and the projects you worked on. Add testimonials of your clients to whom you worked on, so that the customer get to know more about you.
  6. Add portfolios to your profile to showcase your work
  7. Add work experience and the projects you worked on.
  8. Add Qualification and Certification if any, client doesn’t check out your qualification, but checks out your skill and the achievements in the skill test you had taken. Few clients may ask to do some task prior to hiring to test your skill level. If you get through then there is a chance to get hired. That doesn’t mean that you no need to add qualification. You should be more clear enough to tell about you to the client. 
  9. More to stand out from other freelancers, create your own professional linked in profile and your own website focusing your skills and services. Add link to those profiles, which makes you look Professional and gets into well paid jobs.

Upwork CEO Stephane Kasriel words:

Check awesome profiles of Freelancer in upwork:

Upwork Freelancing Platform

Recalling the period of oDesk and Elance, these are the two freelancing platforms that brought together Contract workers and employers. These two platform was in business since 2003, serving hundreds of thousands of clients all around the world. Provided an opportunity for the freelancer to showcase their skills and bid a job, which they are interested on.

In late 2013, these two platforms merged into one company and continued to operate as separate entity. Later in 2015, oDesk has been re-branded as Upwork, a giant platform, wherein more than 9 million freelancers are ready to work. Upwork has varied areas, wherein, any type of freelancer can find a job. From data entry, web research, administrative support, virtual assistant, writers to software developers, web developers and many more we can find here.

Watch video to know more:

Upwork has no sign-up fees for freelancers as well as for the clients. Within a few minutes of your profile setup, you can start bidding on the jobs.  As a client, can post your requirements and can find  freelancers bidding on your job right away. As a freelancer, only on the first $500 earned by you from the client will incur a 20% service charge. Once your income grows from $500 to $10000 range from this client, Upwork will charge 10% service charge. After that, you will be charged 5%. Every client, you work on, will process the service charge this way individually.

Upwork provides connects to apply to a job. As a basic free membership you have 60 connects in a month. Each job requires 2 connects to apply, thereby you can apply upto 30 jobs in a month. If you have premium membership, then you have 80 bids in a month. Premium membership offers rollover of the unused connects in the following month, also have the privilege to see other applicants bids. Thereby making you aware of the low bid and high bid in the loop through which you have the option to bid appropriate and negotiable.

You have the option to work on Upwork either by hourly or fixed price. Hourly mode, has the Upwork Time tracker, wherein you can log and start working for the particular job. Every 10 minutes, screenshot will be captured and also the activity within the 10 minute will too gets captured. With the help of this, the client can follow your work regularly. Fixed priced don’t use time tracker, but has the option to work by milestone. The client has to accept the milestone and pay the amount, which will be in escrow. Only be released to the freelancer, when the said milestone is complete and the client accepts the finalization of that milestone and release the fund.

As an Upwork Top Rated Freelancer, I have learnt a lot during my career and would like to share this, so that you may have an idea of how to use this platform, tips and tricks in creating a stunning cover letter and more. You can of course within a short span of time will learn lot, instead of taking more time to proceed by yourself.

Will let you know in detail the following in my coming blogs.

  1. Process involved in profile setup
  2. Skill Tests
  3. Tips on applying to jobs on Upwork
  4. Upwork Chat Room

Technology that helps Small business to grow

Small Business has hard time to grow. Having fewer budgets and settling a business is really one feels annoying.  There are other giant ventures, which swallow the niches that small business holds and grasp the markets all at once. To your excitement, there are several technologies we can use to achieve our goals faster and build a strong business in place and can be a competitor for this giant ventures too.

1. Online Booking System:

Normally small business schedule meeting with their prospects through emails, which is time consuming. Better use Online Booking system, which is hassle-free and saves a lot of time, which syncs to your calendar, allowing people to book according to your available schedule.

Online booking tools you can use:

  1. Youcanbook.me
  2. Bookeo
  3. Checkfront
  4. Setmore
  5. SimplyBook.me
  6. FareHarbor
  7. Booker
  8. vCita
  9. Rezdy
  10. SuperSaas
  11. FunAway

This type of system even benefits the business that offers tours, accommodations, classes and services. Apart from meetings, also be used to automate tasks and appointments.

2. Project Management Tool:

Running a small business, you will be headed with all responsibilities and follow ups of your team. If you require to run meetings weekly, each time you have to deal with similar agenda. To deal with practically, use Project Management Tool and create templates for recurring activities. To make your team more accountable for the task they assigned with, you can easily share meeting agenda, action steps and notes with your entire team using this project management tool.

The 11 Best Free Project Management Apps

  • Trello (Web, macOS, Windows, iOS, Android) for individuals and teams who need a work pipeline
  • MeisterTask(Web, Windows, macOS, iOS, Android) for combining project ideation, planning, and execution
  • KanbanFlow(Web) for combining kanban, time tracking, and Pomodoro
  • Freedcamp(Web, iOS) for managing all projects and communications in a single tool
  • Asana(Web, iOS, Android) for creating a to-do list powerful enough to manage projects
  • Paymo(Web, Windows, macOS, Linux, iOS, Android) for freelancers who charge by the hour
  • Bitrix24(Web, Windows, macOS, iOS, Android) for classic project management with Gantt charts
  • Wrike(Web, Windows, Mac, iOS, Android) for spreadsheet-like features in a project management app
  • Podio(Web, iOS, Android) for customizing your project management tool
  • Yodiz(Web, iOS, Android) for Agile and Scrum teams
  • Agantty(Web) for creating Gantt charts quickly and easily

3. Payment Gateways/Plans
Make it easy for your customers to pay. Offer credit card facilities and for online sales offer PayPal and Stripe. Customer will go elsewhere if they can’t use their payment method of choice. For some services and larger purchases, consider setting up a payment plan with recurring monthly payments.

1. Authorize.Net
2. PayPal
3. SecurePay.com
4. 2Checkout.com, Inc
5. First Data Corporation
6. BluePay Processing LLC
7. PaySimple
8. Fastcharge.com
9. Paynova
10.ChronoPay

4. Business Systems and Processes
When your team have questions and need to know how to do something, where do they turn? They inevitably turn to you the business owner if you do not put documented systems and processes in place. Having an up to date online portal for company knowledge, policies, guidelines, checklists and procedures means your team can find what they need to know quickly, they will have the correct information and will not have to call you at 2 am when you are on holiday in Hawaii.

5. Internal Instant Chat
The workplace these days looks considerably different from years ago. Teams are now spread out, working from home, contractors overseas or working while on the train. With mobile technology, it’s so easy to work from almost anywhere. This dynamic workplace doesn’t come without its logistical issues. Trying to communicate across time zones and bring teams together can be challenging. There are some excellent communication and collaboration tools available to make easier and fun. Project Management apps keep everyone together on projects and apps like Slack allow instant communication via chat, sharing documents and video calls.

Top Instant Messaging are:
1. Google Hangouts + Chat
2. Slack
3. WeChat Work
4. Stride
5. Skype for Business

6. Customer Relations
There are online tools to measure almost every area of your business, keeping in touch with your clients and prospects is essential. Need to know the anniversary date of a long-term contract customer, want to know when you last made contact with a customer? You can even find out how many times a prospect opened your proposal. Having this type of data at your fingertips is easily achieved and standard in most CRM software.

7. Getting Paid
There doesn’t have to be a delay from the time a service is delivered, or a proposal is sent to getting paid. Whether onsite or online, with a click of a button your customer can pay immediately. If you deliver a service to a client directly, for example servicing an air conditioner unit, have the hardware ready for them to sign and pay on completion. If you are sending out a proposal, get the client to accept the proposal and pay on the spot.

8. Internet Marketing
You used to have to have a degree in computer science to put up a website. Now, there are easy systems to create websites, blogs and landing pages quickly with very little tech knowledge, if you can use a word processor, you can create a website. Need beautiful images? You don’t have to spend thousands on boutique photography when you can buy images instantly over the internet. Anyone these days can make email newsletters look stunning and professional, template choices are endless.

  1. Mailchimp
  2. HubSpot
  3. Trello
  4. Sendgrid
  5. Hootsuite
  6. GoogleAnalytics

These are just some of the ways that technology can help small business.

Just about everything in your business can be streamlined and optimized to save time and expense and achieve better results. Remember first to start to map out all your existing systems and processes and the ones you want to implement in the future. I call this building the Business Systems Infrastructure.

 

Once you have a good idea of what you need, set about finding expert help. All the work of finding the best solutions, testing it out and integrating it into your workflow will be in vain if your team aren’t properly trained. Support your team and customers for a friction-less transition. Embrace technology for what it can do for the future sustainability of your business.

VBA to create new Excel Workbook

You can easily add any type of workbook, whether it’s a .xlsm, xlsx, xlst etc., using the Method workbooks.add

Using this vba method, one can achieve as follows:

You can add a workbook.add method to a variable:

Dim wb as workbook
set wb=workbooks.add 

can process creating a new workbook and manipulate the created workbook as desired. name a workbook and save file.

To do this we have to proceed with the following code:

Public Sub createnewWorkBook()
     Dim newWorkbook as object
     Set newWorkbook = Workbooks.Add
    With newWorkbook
        .Title = "Set workbook title - displayed in Info > Properties"
        .Subject = "Subject related  - displayed in Info > Properties"
        .SaveAs Filename:="C:\Users\SAFT\Desktop\New workbook.xlsx" 'name a file
        .Close
    End With
End Sub

You can even use Workbooks.Add method to copy data from a workbook to a new worksheets.


Public Sub extractColumn()
Set range1 = Range("A:F, BI:GI, BQ:CQ,CL:CL,CM:CN,CT:CT,DM:DM")
range1.Copy
Set newbook = Workbooks.Add
ActiveCell.PasteSpecial Paste:=xlPasteValues
End Sub

Syntax of Workbooks.Add Method

Workbooks.Add(Template as Object)

Template Optional Object. Determines how the new workbook is created. If this argument is a string specifying the name of an existing Microsoft Excel file, the new workbook is created with the specified file as a template.

Ex:

The new workbook is created with the specified file as a template:

Dim strTemplate As String: strTemplate = "c:\temp\myfile.xlsm"
Dim wb As Workbook
Set wb = Workbooks.Add(strTemplate)

The new workbook is a full copy of the file which served as template – including VBA code if any. The new workbook however does not yet exist in the file system.

The new workbook’s name will be after the template with a sequential number added, e.g. here ‘myfile1’.

If this argument is a constant, the new workbook contains a single sheet of the specified type.Can be one of the following XlWBATemplate constants: xlWBATChart, xlWBATExcel4IntlMacroSheet, xlWBATExcel4MacroSheet, or xlWBATWorksheet.
If this argument is omitted, Microsoft Excel creates a new workbook with a number of blank sheets (the number of sheets is set by the SheetsInNewWorkbook property). If the Template argument specifies a file, the file name can include a path.

Remarks

Workbooks.Add is a Method (a Function of an Object), it returns a Workbook Object. You can visually see a workbook opened after using the Method, and you can also define a workbook Object to get the returned Workbook.

Set NewBook = Workbooks.Add

%d bloggers like this: