Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
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 a Service Item if needed.
5. If needed, choose a Task and 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. Adjust the Time Entry settings as needed.
Time entry settings include:
Billable toggle (toggle off to make the time entry non-billable).
Date and Time Spent
Client
Assignee
Service
Task
Subtask
Note
7. Tap Save time entry.
