Use Timers on the Mobile Dashboard

What's in this Article

• Create a Timer
• Save a Timer

The timer feature helps to easily record your time spent on a client within the mobile app.  The process is simple: select the timer feature, pick your client, assign tasks/subtasks, and even add notes! Go ahead and do your work and when you are finished, follow the next steps to save the time entry.

Create a Timer

1.  In the Canopy app, select the blue + icon.

2.  Select Timer.

3.  Choose the client for whom you would like to start a timer.

4.  In the timer pop-up, choose the related Task.

     

5.  If needed, choose a Subtask.

     

6.  Add a Note if you choose.

7.  Press Continue.

Once the timer window closes, you will be able to see all My active timers.

Save a Timer

1.  Tap the Clients tab.

2.  Select the desired client.

3.  Tap on the Timers icon on the top right side of the client record.

4.  On the in-line timer, tap on the three stacked dots.

5.  Tap Save.

6.  Choose the applicable service under the Service drop-down.

7.  Select the task in the Task drop-down.

8.  If needed, select the associated Subtask.

9.  If needed, add a Note.

10.  Switch the Billable time option on or off.

11.  Tap Save time entry.