Getting Started With Bizvue
Maximizing Client Transparency with BizVue: A Comprehensive Guide to Effective Project Management
Introduction
Transparency is important. Let’s see how BizVue works for our customers! It’ll help your understand how exposing information to clients can increase engagement and extend customer relationships.
Overview
Everyone has a to-do list. Clients are looking for services to help them fix, learn, or achieve something. We break these to-do lists into tasks that live inside of a project.
Understanding Your Clients
Every client is different. Some clients:
- Know exactly what they need (sometimes with a plan)
- Look to you for ideas and advice – you’re the expert, after all
- Fit somewhere in between
Enhancing Client Transparency
Give your clients key insights without compromising your workflow. This allows you to gain more time for meaningful work.
Key Features of BizVue
- Create and Organize Your Own Projects
Break down tasks and manage them efficiently. - Upload Photos and Documents
Keep all project-related files in one place for easy access. - Post Progress Updates for Tasks and Projects
Keep everyone informed about the latest developments. - Create and Organize Your Own Projects
Break down tasks and manage them efficiently.
- Utilize Timers for Enhanced Time Management
Track time spent on tasks to improve efficiency. - Share Projects with Edit or View Access
Collaborate seamlessly by giving clients the right access level. - Communicate with Task Comments Directly in BizVue
Streamline communication and keep it project-focused. - Receive Customized Notifications
Stay updated with alerts tailored to your needs.
Getting Started
Once invited, you’ll receive an email from hello@support.bizvue.io with a Join Now Link. Fill in your information in the onboarding form and you’re ready to go!
Client’s Experience: What a Customer Sees
After logging in, customers will see a dashboard that includes recent activity and all project information in one place. They can delve down from their dashboard to view projects directly or interact with helpful features.
Next Steps: Your Turn
- Track What’s Coming Up
Look at your to-do list.
- Navigate to Your Clients (Accounts)
Access them directly form your dashboard.
This guide provides a comprehensive understanding of how BizVue enhances client transparency and improves project management. Start leveraging these features today to foster stronger client relationships and streamline your workflow.
