Clients, Items and Expenses

Clients

• Create and Send a Client Statement
• Sorting your clients list
• Manage Your Client Profile (iOS and Android)
• Add a Client to the Client List

Projects

• Projects
• Adding invoices and estimates to your project
• Adding expenses to a project
• Adding a project photo to an invoice or estimate
• Adding project details
• Adding contacts to your project

See all 10 articles

Items

• Add an Item to Items List
• Enable Product Code for Items
• Creating and saving time entries
• Billing Time Entries
• Can I navigate the app while time tracking?

Appointments

• Creating Appointments
• Billing Appointments
• Viewing and Sorting Appointments
• Add Appointments to your Mobile Calendar

Expenses

• Create an Expense
• Export Expense Report with Images
• Convert Exported Expense Report To PDF
• Delete an Expense