Mobile App – GreatSoft

Timesheets

GreatSoft Mobile gives staff the power to capture timesheets in real time — from any location. Record billable hours, travel time, and mileage as you work, and sync directly with the practice management system.

Key features:

Real-time timesheet capture from any device

Mileage tracking with GPS integration

Automatic sync with GreatSoft Practice Management

Benefits:

Reduce missed billable hours and write-offs

Eliminate paper-based timesheet processes

Planner Overview

GreatSoft Planner on mobile gives partners and managers real-time visibility into staff workloads, deadlines, and project status — anywhere, anytime.

Key features:

Full planner access on mobile — tasks, timelines, and assignments

Push notifications for upcoming deadlines

Team capacity view for on-the-go resource decisions

Benefits:

Stay across your practice even when out of the office

Act on bottlenecks before they become problems

Client Records

Client Records in the mobile app gives you instant access to client details, contact history, and linked documents — all from the palm of your hand.

Key features:

Full CRM client record access on mobile

View linked documents, notes, and tasks

Log calls and meetings directly against client records

Benefits:

Arrive at client meetings fully prepared

Update records in real time — no re-keying when back at the office

Expenses

Expense capture has never been simpler. Photograph receipts, categorise spend, and submit claims for approval — all from the mobile app, in seconds.

Key features:

Receipt photo capture with automatic OCR extraction

Category tagging and client/project allocation

Approval workflows and status notifications

Benefits:

No more lost receipts or month-end expense backlogs

Faster reimbursement for staff

Mobile Timesheet

Mobile app Solutions

Timesheets

Expenses

Planner Overview

Client Records

Timesheets

Planner Overview

Client Records

Expenses

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