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Replies posted by leeseinmt

18 Replies

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Jeremy WellsRising Star

asked in Share Tips & Best Practices

Adding multiple timelines at once

hey all, I recently added this as a feature request to add to multiple Work Timelines, and also mentioned the already posted idea to add to multiple Contact Timelines. You can upvote https://community.karbonhq.com/ideas/assign-incoming-email-to-multiple-work-items-3044

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

Lots of great tips here in the community @Bec Johnston @Megan Roberts . I’ve been using Karbon for 4yrs and still learn something new every few weeks. People are super generous with their time and knowledge, so don’t be shy with questions!

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Great point re: the re-engagement problem @lbernstein. I’m just starting to do re-engagments this year, so haven’t run into that issue yet. Good to know in advance!

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

@Bec Johnston I tend to update the preloaded templates I don’t *think* I’ll need with a “Z - “ preceeding the template name. That way, if I ever need them, they’re there for me to tweek to my firm’s use case!

Logan BaillieKarbon Team

posted in Karbon AI

Welcome to Karbon's AI Beta

@Logan Baillie this happend to me once before but I couldn’t recall the exact circumstances to document it. The last email I sent before hitting Summarize was the one last night, following up on status. i sent that email, then Summarize, and my email from last night didn’t show up in the Summary. Then 10 minutes, later, the Summary showed as “outdated” and I had the option to Summarize again. I have not run Summarize since that initial one last night. HOwever, now last night’s email shows up in the Summary. I assume that the Summary now shows as outdated since there has been activity in the thread today. Also, in an effort to test this, I just ran Summarize, and it excludes an email sent by someone else an hour ago. See below

Logan BaillieKarbon Team

posted in Karbon AI

Welcome to Karbon's AI Beta

Similar to @Dana Maxwell When I initially replied to the email thread, then ran a summarize, the Summary didn’t include my reply for several minutes. I wasn’t able to re-run a Summarize function. Then ~10min later, i came back and saw this “oudated” message and the ability to run Summarize.Concerned someone could run Summarize and not have 100% of the activity in the Summary?

Logan BaillieKarbon Team

posted in Karbon AI

New AI Feature Release Update

woops! posted in wrong spot. :)

Chelsea BurgessBeginner

asked in Ask a Peer

Emails from clients who have not been created in Karbon yet

I use Zapier to change a contact in Karbon from Prospect to Client (contact type in settings), totally works. I would wager you can get a zap from Typeform to set up a “prospect” client type in Karbon. Then a zap when Ignition proposal is accepted, changes the Karbon client type to “client” (I know that 2nd part works). I also have a zap to create a contact in Google contacts once the prospect becomes a client.I do, however, get challenged when I create a Contact in Karbon based on someone reaching out via email. The actual name of their business is often different than they say it is when we get to QBO (and therefore Ignition client name). I wonder if I could use Zapier to look for the email address in Karbon and then have it change the associated Karbon Org Name = the Client per Ignition (and QBO). Might be a project for the near future.

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Good luck @Marshall Martin !

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

I have used both platforms @Marshall Martin. I started with Go Proposal, and moved to Ignition after ~yr. I’ve been using Ignition for ~3yrs and wouldn’t consider going back. I’m sure GoProposal has worked to bridge the gap in functionality, but this is what I experienced….Go Proposal Pro/Con (again, based 3yr ago):Pro: was cheaper than Ignition Pro: I liked the “for future consideration” option (I think they called it the Client Roadmap) Neutral: when I was using it, they didn’t have functionality to auto-collect payment, so a huge downside at the time. I *think* they collect payments now, so calling it “neutral” Con: I couldn’t auto-bill clients, so I was always chasing client for payment, even when they had 100X my fee sitting as free cash flow in their checking or savings account. Con: So very clunky to create a proposal that wasn’t strictly flat fee. If there was anything wonky in the billing (i.e. deposit of X, balance due on completion), it was a total pain Con: No op

Tom KneelandRising Star

asked in Ask a Peer

Google Contacts

Hi @Tom Kneeland - Question of the hour - are you only zapping Karbon and Google contacts? Any other platforms (CRM Ignition, QBO, etc) that you need to consider? I use all of the platforms above, and found that sometimes I created dupe contacts depending on what the “source” platform was. If you’re just creating a zap from Karbon to Google Contacts, I’m pretty sure I’ve done that without issue and could share. Let me know and I can pass it along

Logan BaillieKarbon Team

posted in Karbon AI

Welcome to Karbon's AI Beta

My team has access. I LOVE it!!!! We did see one oddball thing when I demo’ed it to them, but I didn’t take very good notes. Will try to replicate tomorrow and maybe do a loom video if we can replicate

Logan BaillieKarbon Team

posted in Karbon AI

New AI Feature Release Update

AntoniyaB.Superstar

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

Hey @SamG the work items created by Ignition generally have a start date = engagement start date from Ignition. They also have a Due Date = the Engagement End Date. For ex: if I send a proposal with a start date of 4/1/23, with an engagement thru 12/31/2023, the work items default to being due on 12/31/2023 even though they’re monthly deliverables that need to be set up for each month of the engagement. If there’s a way around this I would LOVE LOVE LOVE to know the trick! 😍Touche re: time for money! I love this! Regardless of how I bill my clients, or pay my team, my firm earns an EFFECTIVE hourly rate - its just a question: is my firm earning $50/hr EFFECTIVE rate, or $500/hr EFFECTIVE rate, based on the fee I billed and the time it took me\my team to complete the deliverable. It’s always a time for money model if we have humans completing the work (hello AI, as you noted!), the question is what is the firm’s effective rate? I don’t limit my firm to $50/hr for bookkeeping

AntoniyaB.Superstar

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

Yes, having the option to send hours from Karbon to Ignition would address both billing scenarios and be the best of both worlds. Karbon’s new billing offering is a new revenue stream for them.... Given how much effort they’ve put into dev of the billing feature (to the exclusion of user feature requests, unfortunately), it seems unlikely they’d ever send that data to another billing platform. 🙁

AntoniyaB.Superstar

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

@AntoniyaB. My favorite integration is Ignition (fka Practice Ignition). Side note: I can’t imagine why on earth a firm would use the billing function that’s being developed in Karbon, unless they’re still functioning on a “time for money” model.We use a value pricing model (not just fixed fee). Ignition lets us set up template proposals and is a super professional presentation. Also, no chasing clients for payment - we auto-bill up front. We also have videos embedded in the proposal process (a short 30 sec video from me, a 30 sec testimonial when they receive the proposal) and “next steps video\yay” video from me and a “congrats on deciding to work with Lisa and her team” video from a prolific small biz author upon acceptance so clients can get started on their deliverables ASAP and get a dose of validation from the author.I love that it integrates with Gusto so when we bill a per EE fee for payroll, it will grab the info and bill automatically for us. Ditto that it will set up th

leeseinmtRising Star

asked in Ask a Peer

How to Create a Task and Add it to My Week

I added a note re: using the + sign to create a Note and then add to My Week @kylenecarse . I used the feature request that Max referenced above. Upvote for us all! 😍

Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Hi everyone! My name is Lisa and I’m the owner and Chief Accounting Nerd at By The Books Financial Services. I just hired my first employee, and am looking forward to growing my biz.Favorite aspect of your job: supporting all the small biz in my community - please are doing really cool stuff!Favorite hobby to do outside of work: dragonboating Fun fact about yourself: I used to play in a steel drum band for tips on the sidewalks of Seattle on weekend nights.

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