Time & Billing

Track your billable hours on each appraisal case.

Create and use activity types for categorizing your time entries.

Track mileage and out-of-pocket expenses for reimbursement.

Create professional invoices from your tracked time and expenses.

Bill different parties: carriers, TPAs, attorneys, and more.

Sync invoices with Xero or other accounting systems through an automation platform.

Connect QuickBooks Online directly so every invoice you generate syncs automatically.

Connect Xero directly so every invoice you generate posts to your Xero organisation automatically.

Set up company identities for branding and rate sheets.

Configure billing rates for time, travel, and mileage.

Link business profiles to carriers for automatic selection.

Operating under multiple business identities.

Manage business-wide settings and information.

Automatically log time entries when specific events occur so no billable time slips through the cracks.

Track upfront retainer deposits from parties and see how they reduce your invoice totals.

Export your time entries, mileage, and expenses to a spreadsheet for accounting and record keeping.