06 · Get paid
Time & Billing
Track time and miles, customize rate sheets and business profiles, bill TPAs and carriers, push invoices to QuickBooks or Xero.
14 articles in this section

Adding Time Entries
Track your billable hours on each appraisal case.
Understanding Activity Types
Create and use activity types for categorizing your time entries.
Miles and Expense Tracking
Track mileage and out-of-pocket expenses for reimbursement.
Generating Invoices
Create professional invoices from your tracked time and expenses.
Flexible Invoice Recipients
Bill different parties: carriers, TPAs, attorneys, and more.
Accounting Webhook Integration
Sync invoices with QuickBooks, Xero, or other accounting systems.
Creating Business Profiles
Set up company identities for branding and rate sheets.
Setting Rate Sheets
Configure billing rates for time, travel, and mileage.
Assigning Profiles to Carriers
Link business profiles to carriers for automatic selection.
Multi-Brand Support
Operating under multiple business identities.
Business Settings (Owner Only)
Manage business-wide settings and information.
Billing Automation
Automatically log time entries when specific events occur so no billable time slips through the cracks.
Retainer Payments
Track upfront retainer deposits from parties and see how they reduce your invoice totals.
Time Entry Excel Export
Export your time entries, mileage, and expenses to a spreadsheet for accounting and record keeping.