The dashboard is the home screen, but more importantly, it is also the action screen... 90-95% of your Hammertrack activity will be adding pieces of information, so the buttons to Add Labor or Add Expense (the most frequently used buttons, by far) are front and center as soon as you open the app.
When you tap on the Add Labor button, you'll see a very simple screen designed for speed... at the top is the Project field--the Project with the most recent activity in the app will appear first, but all projects with an "Active" status will be listed in this dropdown. Choose the correct Project for the hours that you are about to add.
Next the date--the default is today's date, but you can select another day if you need to.
The Hours Worked dropdown comes next(listed in quarter-hour increments). No typing needed--just tap to select.
And finally, the Notes section... add some notes to describe what you accomplished during those billable hours. Our recommendation is to keep it short and simple, but provide enough information so that you can refer to it later, if necessary.
After you tap Add Expense:
If you decide to stop using Hammertrack, can you still access those receipts? Absolutely--if you cancel your subscription, you won't be able to create new projects or add new labor hours or new receipts, but you'll still have access to your existing data. You can also download it neatly for storage on your own computer.
The Add Revenue workflow is very similar to the Add Expense workflow... choose the Project and tap Scan Check to take a photo of it and have the app extract the data, or add the details manually. Once again, the image will be saved for record-keeping and future review, so you can ditch the paper!
Want to email a statment/receipt to the client showing the payment you just received? You can do it on the spot through the app.
Adding a Company Expense works the same way as adding an expense to a Project, but it's for any expense that isn't associated with a Project. In place of the dropdown field to select a Project, there's a dropdown field to select the Category that the receipt belongs to (Tools, Vehicles, Insurance, etc.)
If Hammertrack is already helping you track your project-related expenses including labor, then tracking the company's other expenses enables Hammertrack to generate summaries of how your business is doing overall!
Projects are how most of your work (and therefore your data in Hammertrack) is organized. Tapping the Projects button brings you to the Projects screen where you can view existing Projects or add a new Project.
Once you have created a Project, and it's listed on the Projects screen, tapping on that Project brings you to its Project Details screen where you can view the details, make changes, and update the Project's status.
There are three Project statuses... Active for Projects that are in-progress, Future for Projects that are prospective or scheduled but not started, and Archived for Projects that are completed or that were prospective but never booked.
You can also generate documents related to that Project including summaries of Labor, Expenses, and Revenue. In addition, you can generate a Statement that you can email to the client on the spot. Statements display the description of the project, amounts due (summarized or itemized), and payments received, so they can serve as both invoices and receipts.
You can generate company financial summaries by going to the hamburger menu in the upper right corner of the dashboard.