How client work moves through TimeERP
A job starts from the client record, is assigned to people, and stays visible until the time is recorded and the work is billed.
-
Assign the work
Multi Assign spreads a task across team members. Multi Customer and Multi Client keep the job tied to the right account. Create Task opens a new piece of work.
-
Keep tasks moving
Recurring Task repeats work that comes back on a cycle. Reminders, bulk action, and sharing a task with the client cover the day-to-day updates. Task in the mobile app is available for that follow-up.
-
Record time and bill it
Task Timesheet records the hours. Task billing sends that work toward an invoice in billing software. The profit and loss view shows whether the job covered its time.
-
Keep the papers with the job
Working papers and client files belong in Document Vault. The client context stays in CRM, and the invoice stays in billing software.