Active Collab is great for small teams who want a web-based project management platform to help them on their day-to-day workflow tasks, billing, estimations, vendor assignments and even client communications. It is also great for agencies with users who are sometimes remotely working. Active Collab starts to show shortcomings when you have an immense amount of projects in the system (1000+), and, being a web-based platform, can sometimes experience downtime.
Square Invoices is the best service that I have found for what it does: it's easy to use, nice to look at, and never seems to go to spam or be lost by clients. Clients mention that the setup is easier than services my competitors use. You can even attach your contract to the invoice, which is wonderful in case there are questions later on. Unfortunately, not being able to have clients alter quantities or select add-ons means for half of my services, I have to use a different, inferior service.
It isn't possible to set members of staff as part time, so if someone is unavailable on certain days you must manually enter them as OOO every single day that they are not in, that other teammates work. Hours also can't be edited individually - everyone is treated as working the same hours in a day, rendering capacity planner useless for flexi working teams
Subtasks cannot be assigned their own hours and deadlines, meaning the To Do list view can't be seen in actual date order and capacity planner does not reflect all time allocated to an individual's schedule unless every task is set up as a separate task rather than subtask
There is no way to see all tasks of a certain type across multiple campaigns (e.g all copywriting tasks vs all technical tasks) - support team suggested exporting data and making spreadsheets
Kanban view isn't available for people's own task lists ('board' view here shows a list)
Not possible to have one task be assigned to more than one person
Notifications are not sent when tasks are updated, so you have to leave comments and tag people each time
The support team is responsive to requests and their annual support fees are reasonable. Honestly, we don't have to contact them much. Updates happen automatically and the platform is very solid and does not require a lot of support. Documentation is good and the platform is easy to learn.
The only time I had a problem was a false chargeback from a client. Square Invoices referenced our contract and ruled in my favor, and they did so in a timely manner. I sent them the contract and my email history with the client, and they quickly unfroze the amount of money.
Since we moved from fixed capacity project to T&M we need some tool who support our billing & invoicing. HP ALM did not provide good support for invoicing so we moved out from HP ALM to ActiveCollab. The features like Timer, reminders are not available in other project management tools like JIRA, Rally & ALM making AC the first choice since we have strict SLA's & AC helps in meeting that.
I feel that for what it does, Square Invoices outperforms its competition. Because we have used the program for several years, we have seen how they continue to improve their service - making it user-friendly and accessible for a variety of needs. Other platforms are not as easy to set up, add items, and access funds after payment is received.
A central communication portal is used to keep all members of the team informed as to the status of specific projects. All staff have access to read past discussions to enable contribution to the current discussion.
We have found it difficult to get our clients to adopt usage of ActiveCollab for communication on a reliable basis.
The cost per person is high when using it as a communication center.
The fee for invoicing is extremely reasonable for how easy it is. At 2.75% per transaction, it's well worth it.
I like that invoices can be printed and mailed or sent via email for easy online payment.
I have a 100% collection rate on my invoices, and they are often paid within 24-48 hours of being sent, which saves me the time of chasing down checks, which can be especially cumbersome when I have multiple clients.
