Running a business
Keep contacts, track equipment, and create, send, and track invoices.
Results
- Keep a contact listStore names, companies, contact methods, addresses, tags, notes, and customer defaults.
- Keep notes and follow-ups on a contactRecord what happened with a contact, pin what matters, see when you last spoke, and set follow-ups.
- Add contacts by pasting JSONCreate several contacts at once, with their emails, phone numbers, addresses and tags, by pasting a JSON document.
- Track individual assetsRecord equipment, responsibility, condition, checkouts, maintenance, and purchase details.
- Create and track invoicesBill a saved contact with line items, discounts, tax, dates, notes, and clear status changes.
- Build an invoice by pasting JSONFill in the invoice form, with all of its line items, from a pasted JSON document.
- Send and configure invoicesSet numbering and defaults, preview the PDF, and email it to saved or additional recipients.
- Track timeStart a timer, add time manually, link work, and review or invoice tracked time.
- Send documents for signatureUpload a PDF, add signers, place fields, send it, and download the signed copy and its certificate.
- Sign a document you were sentOpen the link in the email, complete your fields, and finish or decline.
- Track expenses and receiptsRecord an expense with its receipt, categorize it, and track reimbursements and exports.
- Create a Client PortalCreate an organization and give its contacts one private portal.
- Invite clients to a portalAdd client email addresses and explain how magic-link sign-in works.
- Share files in a Client PortalUpload private files for clients and receive their uploads.
- Share invoices in a Client PortalChoose which issued invoices a client can view.
- Manage Client Portal accessReview portal members and control which work they can see.
- Preview a Client PortalCheck the client view before sharing the portal address.
- Revoke Client Portal accessEnd a client's current sessions and unused login links.
- Configure Client Portal sectionsChoose the sections a client can open.
- Client Portal securityUnderstand client sessions and item-level access.