Core Workflows

Jobs, quotes, timesheets, invoicing, and cost management

49 articles

General

Create a new job Convert a quote to an invoice Understand how recurring jobs are created Allocate your day with VibeTime Close a job Merge duplicate client records Send a quote for client approval Convert a quote to a job Create a task on a job Assign a task to a staff member Edit or delete a time entry Match a supplier invoice to a purchase order Create and send a purchase order Add a client Add and manage client contacts Import clients from a spreadsheet Add and manage suppliers Approve staff time entries Mark a purchase order as received Add a manual time entry to a timesheet Set a budget for a job Create a new quote Set task deadlines and reminders Set up a recurring job schedule Track job profitability Submit your weekly time for approval Jobs & Projects Quotes & Proposals Time Recording: Timesheets & VibeTime Invoicing & Billing Cost Management Clients & Contacts Recurring Jobs Suppliers Managing Client Details Supplier Management Guide Using Job Templates Setting Up Recurring Jobs Sending Documents by Email Budget Snapshots Converting Quotes to Jobs Digital Quote Acceptance Time Rounding & Compliance Bill-To Client Linking ActionPlan overview Working with actions in ActionPlan ActionPlan templates ActionPlan dashboards ActionPlan statuses, automation and notifications

Back to Help Center