Using the app on your phone
The app is built to work in a mobile browser — no app store required. These tips help on a small screen the first time you use it.
Open the menu
At the top of the screen, tap Menu to show navigation links: Customers, Contracts, Time, Invoices, Expenses, Reports, and Help.
Tap a link to go there. The menu closes after you choose a section.
Add to Home Screen (optional)
You can pin the site like an app:
iPhone (Safari)
- Open your business URL in Safari.
- Tap the Share button (square with arrow).
- Choose Add to Home Screen.
- Confirm the name and tap Add.
Android (Chrome)
- Open your business URL in Chrome.
- Tap the menu (three dots).
- Choose Add to Home screen or Install app.
You will get an icon on your home screen that opens the dashboard directly.
Forms and checkboxes
When you add an expense, time entry, or invoice line:
- Fields stack vertically — scroll down to see everything.
- Tap inside a box to type. On a phone the keyboard may cover the lower fields; scroll to keep the active field visible.
- Checkboxes sit beside their labels — tap the box or the label text.
Receipt photos
When adding an expense, you may see Choose file or a camera option. Allow camera access if prompted. Take a clear photo of the receipt in good light. You can add the photo when creating the expense — you do not have to save the expense first.
Tables and wide lists
Customer lists, time logs, and invoice tables scroll sideways on narrow screens if needed. Swipe left on the table area to see more columns.
Sign out
Open Menu and tap Sign out when you are done on a shared device.
Demo on a phone
Try demo on the login page works the same on mobile — browse sample data read-only to see if the layout suits you before signing up for real.