Expenses

Expenses can be attached to a time card or manually entered on a invoice manually. To enter a expense on a time card select a specific time card from the Time tab and click “Expenses” [...]

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Reporting

Office Tools, as expected, provides numerous reports for any area of the program you are wanting to dive into. We have 5 report categories: Billing, Projects, Staff, Contact, and Schedule. Most [...]

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Integrations

Office Tools Professional prides itself on building powerful seamless integrations with any industry software that will open its doors to us. To date we have built integrations and syncs with [...]

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Delegating To-Do’s

In OfficeTools WorkSpace, the To-Do’s tab refers to assignable, single-step tasks (e.g. “Make copies for client”); unlike Projects, which require multiple steps (assignments) to complete. To-Do’s [...]

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