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Janabas's avatar

Mac project/task manager with "price" column for freelance illustrator?

Asked by Janabas (8points) January 15th, 2009

I’m searching software to keep track of my illustration projects and their prices (flat rate). It should cost less than 100 $.

I would like to have my projects listed somehow like this:
>>
Client X
– topic 1, n. illustrations, deadline, price, tax, to do
– topic 2, n. illustrations, deadline, price, tax, to be invoiced

Client Z
– topic, n. illustrations, deadline, price, tax, invoiced
<<

Yes, it’s a to do list but with cost -column.
I would like to see easily what projects i have to do, have to invoice, have invoiced and what have been paid already. And to see on one view the sum of all prices (todo: 20$, to invoice, 2345$, … and total). And also organize data like in the excample above, by clients, to edit easily.

I have checked out lots of “getting things done” apps, task managers, finance apps, database apps etc. but many of them lack some of my features or are too complicated or pricey. Closest so far seems to be Bento where i can make smart folders for any searches (clients, todos, invoiced…) but it’s just a little bit complicated and i have a feeling it’s not meant for my kind of use.

I have omni outliner pro and have been using iKGTD but it’s not anymore supported in Leopard.

Do you know an application that meets my needs?

Any pie chart possibilities (yearly rewiev of works done to different clients), ical syncing (deadlines), address book syncing (client database), etc would be great, but not necessary. Do not need time tracking. Webapps are ok too.

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8 Answers

fireside's avatar

So far it sounds like a job for Excel or Access, except for the calendar and address book synching.

For under $100 I would probably just make spreadsheets and update my calendar and address book separately.

Probably not the answer you were looking for though so maybe someone knows of another option.

Grisson's avatar

@fireside took my answer, but I would add that if you don’t have Excel /Access (which you might not on a Mac), there may be other solutions. Does OpenOffice (free) run on a Mac? Or is there a reasonable similar Mac solution (MaxCel? Maccess?)

Janabas's avatar

Thanks for fast answers!
I have Numbers app, which is something like Excel and maybe easier to use (i have used excel couple of times and somehow just didn’t understand it). I’ll have see if I can do this with it.

Do you think it’s possible, with this excel-like-software, to have different views on data: to view projects organized by date, or by todo/to invoice/invoiced/paid, or by client?

Somehow i would like to have software that I don’t have create system myself (i’m not very good at these coding-like things). But i will definately try this excel-approach.

Grisson's avatar

Excel-like software, I would hope, should at least allow you to sort and filter on various criteria, And the short answer for Excel is ‘yes’.

Bri_L's avatar

Welcome to fluther! Janabas and welcome to a fellow frelance illustrator!

Here is a Link to a website that has templates for Numbers.

Maybe you can even find something that will work for you.

Look along the right side down a bit there is a category section.

good luck

ben's avatar

@Grisson Yes, OpenOffice now runs on OS X (natively). It’s not bad, either, for the record.

Janabas's avatar

@Bri_L: Thank’s for link. I still need to understand the whole system of Numbers and then start to study those functions.

@ben: Yes, OO runs on OSX and i’m sure it’s not bad. Numbers seems to be more understandable for a novice like me, though.

Janabas's avatar

Thanks again for your good advice. I promised to try the excel-way, but when I realized that Bento, which was closest to my dream app, is a database application I started to search for simple database solutions. After a little googling I found Zoho Creator and saw the light.

It took only a couple of hours of drag-and-dropping to build an “application” that fits for me almost perfectly (it still need some tweaking). No need to touch the code (it seems to be possible to do that also).

Now I have a simple and pretty interface to view and add jobs. I can also set up different views for different needs.

I’m still kind of testing it and when I feel it’s good enough I’ll publish it for other people to too.

So: solution found, thanks to kind answeres.

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