- Always link tasks to projects and projects to clients — this enables one-click invoicing.
- Use Services to standardize pricing across your business.
- Don’t skip the Timer. Tracking actual time helps you price future work accurately.
- Send estimates before starting work. Attach a contract and use the shareable link.
- Set payment terms in Invoice Settings and enable auto-reminders.
- Review the Calendar weekly — your single source of truth for what’s due.
- Archive, don’t delete. Archiving keeps historical data accessible without cluttering active views.
