Tutorial

Service Tracking

In this tutorial, you’ll easily record your consulting services using Quick Access. You log times, claim efforts, and keep an eye on your budget at all times. You’ll receive daily reminders and make sure everything that should be billed is secured.

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Select the plus icon at the top right to start with a blank entry.
If you’ve already recorded services, use Quick Access. Hover over the plus icon in your browser. On your mobile device, press and hold the plus icon.
You’ll then see a list of your most recent entries.
With Quick Access, the assignment is already preselected. Change it if necessary, as long as it hasn’t been billed.
See right away how much budget is left on the position you want to book time to.
Next, adjust the date, description, and quantity.
Finally, save.
Choose to be reminded to record your services.
To do that, open the settings.
Go to notifications.
Then activate the reminder for service tracking.

This way, you make sure nothing gets lost and everything is ready for billing.

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