Telephone Timesheets offers a database specifically for supervisors to manage their list of clients.

By maintaining an accurate database of your clients, you are enabling the system to do things like:
1. Assign clients to jobs. This is useful for reporting and invoicing. For example, you could run a daily report that is filtered to only include time entries for a single client. Any jobs that are assigned to that client will show up in that report.
2. Enable direct click-to-call and click-to-text communications with your clients. This allows you to maintain a detailed record of all communications that involve a client. In the case of voice calls, recording and transcription is also supported. As an added benefit, when communications are initiated from Telephone Timesheets, your personal phone number is never exposed. Outbound calls and texts will have a special caller ID.
3. Enable client bill rate tracking. Client bill rates are assigned to time entries. They can be job-specific rates. This is useful for reporting like job profitability reports. Also necessary for hourly invoicing.

Highlights from the Clients page

1. The clients page can be access from the “People” menu, then selecting “Clients” from the drop down.

2. Here, you can add a new clients. This has the same function as the blue plus sign in the upper right corner. You can also download client records by clicking

3. To change your organizational preferences of client data, click

4. Here you can edit clients, delete clients, and audit history