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Contractor and Freelancer Management Template

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Contractor and Freelancer Management Template
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Managing freelancers and contractors just got so much easier! With Stackby's Contractor / Freelancer Management Template, business owners, project managers, and team leaders can keep track of which freelancer is working on which project. You can also track the costs involved, feedback, and invoices for every contractor or freelancer using our comprehensive project management software.

What is a Freelancer?

A freelancer is a self-employed worker hired to provide specific services or complete a project. Freelancers are not permanent employees and can work for multiple businesses at once. Freelancers are generally skilled professionals like web designers, tradesmen, accountants, attorneys, journalists, webmasters, etc. Managing these diverse professionals requires efficient operations management systems to ensure smooth workflow coordination.

Why do you need a Freelancer / Contractor Management Template?

Track all necessary details: Manage all your freelancers and the projects that they are working on in one place so that billing and invoices are not an issue. Our template integrates seamlessly with finance management software capabilities for comprehensive financial tracking.

Define the scope of their work: Define which freelancer is working on which project and what is expected from them to define the scope of their work using our advanced project tracker functionality.

Remove any ambiguities: Organize all the necessary details about contractors or freelancers so that there is no confusion, similar to how you would manage an employee database management system.

Clarify payments and billing information: Keep track of how much you are paying to freelancers for every project and manage your budgets with integrated commission tracking features.

Create real-time reports: Visualize your project's progress and approved status and represent the information to management through comprehensive reporting tools.

How can Stackby's Contractor/Freelancer Management Template help you?

With our Contractor/Freelancer Management Template, you can organize the details of freelancers, assignments on which they are working, internal teams involved in those assignments, and project details. This template, part of our broader HR management software suite, allows you to do the following:

  • Manage all the freelancers in one place with a centralized client database approach
  • Track comprehensive freelancer details such as their name, expertise, role, photograph, email, phone, reference, reference contact number, portfolio, etc.
  • Monitor approval status to track which freelancers are approved to work on assignments
  • Assignment tracking to see which freelancer is working on which assignment and project
  • Internal team coordination to track who is the internal team manager for which freelancer/contractor
  • Complete assignment management including contract staff, contract scope, start date, end date, manager details
  • Financial oversight to manage the total cost for every assignment, contract documents, billing, and invoices in one place
  • Project type management to track all project types running with freelancers or contractors

This approach is particularly valuable for businesses managing remote work arrangements and external partnerships.

Visualize Freelancers/ Contractors information in multiple ways:

1. Kanban View: Organize all the contractors/freelancers based on their role and expertise in a Kanban View to quickly identify which freelancer can handle which assignment, similar to our recruiting pipeline visualization.

2. Gallery View: Organize the details of every freelancer based on their photographs in a gallery view for easy visual identification.

3. Grid View: Filter out all the approved freelancers and their corresponding details for better clarity, providing the same functionality you'd find in professional recruitment tracker systems.

This isn't it! You can do a lot more with this template by customizing it as per your business requirements. Add or drop columns as per your choice and create your business-specific contractor/freelancer tracker using our flexible database tools that can convert Excel to database or CSV to database formats.

Integration with Other Business Processes

The Contractor/Freelancer Management Template works seamlessly with other business management areas:

  • Sales Integration: Connect contractor assignments with your sales pipeline to track project profitability
  • Marketing Coordination: Align freelancer work with your marketing campaigns and content strategies
  • Vendor Relations: Manage freelancers as part of your broader vendor management system

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