Indy: Agile Workflow Optimization for the Modern Freelancer

Indy is the brainchild of Sebastian Gyr and Jonathan Ramos, of which the former at the second heads the agency as Chief Executive Officer (CEO). The mannequin is principally a one-stop platform designed to help freelancers and others in the gig monetary system.

Like many innovations, points for them started in a small Palo Alto home. Growing earlier its preliminary establishment in 2014, Indy is as we converse a formidable energy. They regularly add new choices to the service, developing precise price for those who need it the most.

Understanding Freelancing and the Gig Economy

Tech enhancements over the earlier decade have fuelled a systemic shift in the worldwide monetary system. For occasion, one among the largest transportation companies, Uber, doesn’t private numerous its fleet. The autos are owned and operated by neutral individuals who current the transportation service ingredient. 

And Uber isn’t alone on this. Business fashions like these of Uber have modified the panorama of the monetary system, making a self-discipline the place comparatively neutral folks combine to serve vital capabilities of a much bigger physique.

Yet little thought goes into these individuals who now make up a giant chunk of the workforce. From contract administration to billing and funds processing, freelancers should spend substantial time outdoor their essential perform.

That’s where Indy steps into – cope with these needs.

What You Can do With Indy

Indy is an built-in service that gives distinct choices supposed to help freelancers and even small enterprise householders. These choices cope with quite a few parts of the enterprise chain they need to cope with, associating them on a single dashboard for greater convenience.

There are two clear areas that Indy throughout which it presents help – enterprise administration and operations. 


  • Calendar
  • File Storage
  • Time Tracking

Key Features on Indy

On the strategic aspect of points, Indy’s enterprise administration choices are all about serving to you assemble and develop your enterprise. You can create shopper accounts, put collectively proposals for them, and cope with shopper engagement with out quite a few devices. Of course, there’s moreover billing and funds administration.

1. People

Everything begins with the People you need to engage with, and in the case of Indy, which suggests prospects or potential prospects. Begin your journey by developing a database of everyone with which you need to work. 

Your People database is the basis for many alternative choices used later. Because you’re using an built-in platform, chances are you’ll merely select information as a substitute of filling them in repeatedly.

2. Proposals

weareindy proposals

Once the People are in place, it’s time to work on getting enterprise. This house is one factor throughout which Indy may provide help to save numerous time. It presents a set of unusual templates that’ll get you off to a quick start.

The templates are nonetheless extraordinarily customizable, though, so don’t worry about it cramping your sort. You can merely add or take away sections and even shift them spherical to suit your needs. Once completed, merely add your digital signature, ship them on to your potential prospects with one click on on.

3. Contracts

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If points go swimmingly correctly as they should, it’s time to ink points in black and white. Here you need to make the most of Indy’s Contract perform. Again, it’s template-driven, bringing the related advantages as the Proposal system.

Just choose from one among over a dozen pre-built contract selections like non-disclosure agreements, contracts for consultancy, content material materials creation, or further. By now, you’ll be able to see the benefits of an built-in system since chances are you’ll select shopper profiles without having in order so as to add them manually as soon as extra.

All the templates provided by Indy are lawyer-vetted, so that you simply don’t even need to fret about the legality of those created using this method.

Incidentally, the contract creation is acceptable for both aspect of the coin, with you being each the service provider or the shopper. Pre-built templates have the wanted areas to change highlighted, so merely ignore the boilerplate and work on these bits.

4. Invoices – Including Payments Acceptance and Time Tracking

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One of the most integral parts of Indy’s enterprise administration is the invoicing system. This house is the place you create the invoices that purchasers should pay. It’s an everyday invoicing system with all the important areas coated like automated numbering, formatting, and further.

There are two vital choices of the invoicing system which might be distinctive. The first is integrating funds acceptance by quite a few distributors like Stripe, PayPal, and even wire transfers. That means prospects pays immediately by way of a hyperlink in your invoice.

This integration isn’t rocket science nevertheless does suggest you may receives a fee way more quickly. As rapidly as the shopper opens the invoice, they hit a hyperlink, fill in payment particulars, and voila; in roll the credit score.

The second profit is the talent to append timesheets, which is perhaps helpful for those that’re billing by the hour. Indy has a time tracker you need to make the most of to take care of information of how lots time you’ve spent engaged on explicit initiatives.

5. Forms

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The talent to will let you create sorts doubtlessly offers a model new dimension to your freelance or small enterprise. Again, with the related template system, chances are you’ll create various sort varieties for quite a few causes. You can use Forms for each factor from shopper onboarding to getting recommendations or providing problem briefs.

It makes use of the related easy-building system as a result of a system of pre-designed templates. The full concept of Indy revolves spherical making points less complicated and further streamlined, so chances are you’ll focus in your core work.

6. Calendar

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The calendar perform on Indy lets you purchase a birds’ eye view of your schedule. It will get stuffed with dates you set in quite a few initiatives or to-do lists. Plus, chances are you’ll as nicely mix your Google calendar as correctly.

7. File Storage

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Instead of emailing recordsdata to your purchasers, give them direct entry to related recordsdata in Cloud storage on Indy. Your account comes with a sure amount of cabinet house into which you will drag and drop recordsdata.

Choose the sharing rights of each file, preserve monitor of mannequin modifications, and further – it’s lots further useful. Files may be associated to explicit initiatives, so there’s no menace of constructing a big quantity.

8. Time Tracking

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We all work in quite a few strategies and bill purchasers accordingly. One of the most tough areas, though, is addressing prospects’ need for further accountability. That’s the place Indy’s time tracker software program seems to be helpful.

You can launch it and run the timer to hint your work while you’re at it. If you forgot, merely add the time manually, and it goes on the information. You can also tie timers to explicit initiatives and add custom-made prices for each for faster billing later.

Indy Isn’t Perfect

As a small enterprise proprietor, I can see the clear benefits of using a system like Indy. There’s a implausible revenue to reducing time spent on administrative duties, plus operational assist is usually a boon.

However, there are some issues even about the unbelievable choices which might be so apparent.

1. Not Everyone Loves Integrated Payments

While having the option to pay an invoice looks as if a implausible idea, companies work in numerous strategies. Not everyone might want to click on on a hyperlink and make a payment. The exception could also be for those that’re working with totally different small corporations or freelancers.

Most larger organizations have their billing transfer, and your invoice may need to transfer by their system for eventual payment. While this doesn’t have an effect on the system’s utility lots, it does suggest that you would be not always see the obvious benefits of the built-in funds chance.

2. Manually Adding Time to The Tracker

While automated time monitoring is nice, I can’t help nevertheless shock what purchasers will assume in the occasion that they uncover chances are you’ll manually add time blocks. This state of affairs is type of a lose-lose proposition as the performance removes the very ingredient the perform seeks to cope with – accountability.

Indy Pricing

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On the ground, Indy affords two pricing tiers – free and the Pro Bundle. However, the restricted utility of the Free plan makes it acceptable as little better than an extended demo of the platform. Still, it’s not time-barred, and you may entry each factor they’ve to provide.

Even greater, though, is that the Pro Bundles solely costs $5.99 per thirty days. There aren’t extended contracts it is a should to worry about; merely pay as you go. It’s very important to know that many associated corporations usually must value you annual prices payable upfront. Indy does not.

It’s moreover a flat cost and does not improve regardless of what variety of purchasers you establish to deal with board. You get to take care of practically each factor you earn, which is unbelievable.

The one grievance I’ve about the pricing system is that you could be’t pay by PayPal. Indy at the second solely accepts financial institution card funds by way of Stripe. I found {{that a}} bit odd given their system allows you to settle for PayPal funds.

Conclusion: Indy is Well Worth a Try

Indy isn’t distinctive in the freelancer productiveness home. However, it seems to have gone the further mile, and you may’t merely look at their choices with others in the market. The diploma of flexibility equipped with their devices takes them above and previous.

This agility is vital in the freelancer and small enterprise proprietor home since we’ve got now such totally different needs. Thanks to Indy, chances are you’ll improve workflow with out altering your working habits to go nicely with their system. It’s an ideal state of affairs for most.

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