Clients, Items and Expenses

Clients

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

Items

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

Appointments

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

Expenses

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

Engage

• Is Engage a CRM?
• What template should I use?
• Customize a template
• Categories: Leads vs Clients?
• How do I add additional clients or leads?
• How can I edit a client's info?

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