Do I need a website to run iQ Desk?

Hi all,

We get the same question over and over again. We want to use your software but we don’t have a website. What can we do?

this is a good question with simple answer. Run it on iQ Desk server! many small businesses and freelancer just don’t have a website. And if they have not always they are familiar with terms like hosting, mySQL server, FTP and all other tech words. They don’t want to care about backups and the size of the database. They just want to use iQ Desk.

For all these people we designed a package that takes out all the hassle of installation (although the installation is very simple), backups and understanding how a website works. For a tiny monthly fee you can use iQ Desk on our server and even the domain will look like your brand: http://yourbrand.iqdesk.co.uk

There are a lot of benefits choosing this method:
1) It is cost effective. You don’t need to pay the full price to get iQ Desk. You just pay tiny fee each month and you can opt-out when ever you want. No 12 months contracts, 30 days notice or any other ‘terms & conditions’
2) We take care of all the maintenance so you don’t need to worry about backups and server optimization
3) You can still access it from all over the world as long as you have an internet connection.

To get more details please read our product page or contact us if you have any questions. To sign up and get 14 days free click here.

How to get more from the client module

Hi all,

Each business needs different things. We see it everyday with our tailor made clients. But with this experience we managed to create a module that gives you the business owner the control of what you see, they way you want it.

Let me give you an example. Business 1 works with big companies and he needs to see the contact person for this company and their details. But business 2 works most of the time with freelancers and very small business so it is pointless for them to have contact person information.

So in iQ Desk we decide that we won’t put the obvious fields if you need them or not. After all we can’t guess what you need because we don’t know your business. So in the admin section you have an option to add fields according your real needs. So if we go back to the example business 1 will add contact person, email, phone etc… while business 2 will add different details like bank account and payment methods. It is really up to you to decide what you want to see.

On top of that we dived the information into 2 levels so you can see the important stuff immediately when you open the client window and for the less important information when you click on the client name. So for example email and phone number you want to see at glance while address and bank details you not always need to see in front of your eyes. Again it is you who decide which field you want to see in front and which one not. And just to make it more convenient for you, there is an option to sort the field in the way you like. If Phone number is the most important info for you, then put it on the top. If vat number is less improtant then put it on the bottom. It is all very easy to do with simple interface on the admin section.

How to create an invoice using iQ Desk?

With iQ Desk invoicing become easy task. Very easy.

Before you can start generate invoices you need to define in the admin page the invoice number you want to start, upload your logo and insert your business bank details. This shouldn’t take longer than 2 minutes.

Then you are ready to start invoicing directly from iQ Desk. Create a job and insert the relevant information. Under the field ‘Fee’ enter the job’s fee. Lets say we created ‘Job test’ and you agreed with the client that this project will cost them $500. So insert into the fee field $500.

Now you are ready to generate an invoice. All you need to do is to click on the invoice icon on the ‘Manage Jobs’ window and the invoice will be created in PDF format with the client address details and the fee. The system will also generate new invoice number, calculate the VAT, the Total and on the bottom your bank details will be displayed.

Now you just need to send it to your client by email with PDF attachment or print it and send it by post. Easy!