The Quick Start Guide

This guide is designed to get you up and running with the core features of theBOSSapp. Whether you are tracking time or setting up your first project, these articles cover the essential steps to get your work moving.

The Basics

Everything you need to know to manage your daily workflow.

• Entering a Timesheet Learn how to log your hours, select projects, and submit your time for approval.
• Creating a Project Set up a new project, define the scope, and assign your team.
• Creating a Job Break down your projects into specific jobs to track progress and costs effectively.

Managing Contacts

How to build your database of people and companies you work with.

• Adding a Client Create a client profile to manage billing details and project history.
• Adding a Supplier Log supplier details to manage your procurement and external costs.

Tip: If you are an administrator looking for technical configuration or account settings, please head over to the Initial Setup section.

How we help

• Need a hand? Click the menu icon in the bottom left corner of the screen, then select Support Request.