Centerbase Mobile App

Table of Contents

• Timekeeping
• Calendar
• Access to Records
• Add on Features:
  • Secure Chat
  • Automated Time Capture

Timekeeping

You can manage your timekeeping right from the Centerbase app. You can view, add, edit, and delete time entries whether they were added from the app or the web.

 

View:

On the Time Entry page, you can view a calendar in month, two week, or week format. There is also an orange button on the top right that will take you to today. Any date that has a time entry on it will have a dot underneath it. Select a date to see the time entries on that date display below the calendar. Each will show you the matter, hours, and the beginning of the description. You can press on one to open and edit it. If you are looking at the current date there will also be a Play icon that will allow you to start a timer for that entry. If you have an active timer running it will show a pause icon on that entry. This is the same timer as the web so if you start one here you could end it on the web and vis-versa.

 

Add: 

Press the plus button on the bottom right and select Time Entry, this will open a new time entry. It will default to the date that you had selected. You can then set the Matter, Actual Hours, Billing Code(s), and description. If you need to add more info press on “Show Optional Fields” to see the Rate, Timekeeper, Billable Hours, and be able to mark the entry as Flat Rate, Non-Billable, and/or hidden on the bill.

 

Edit and delete:

If you open an existing entry you can change any of the fields listed in the previous section or use the Delete Button to delete the entry altogether. Note that if the entry has already been billed then you will not be able to edit or delete it.

Calendar

The calendar page on the app has the same date navigation as the timekeeping page but instead of seeing time entries, you see the day you select broken out in hours with your appointments and tasks on it. All-day events are displayed at the top of the day just like the web calendar. 

On the main view, you can increase the space between the hours by placing two fingers on the screen and moving them apart. or if you want to decrease the space between the hours to see your day at a glance place two fingers on the screen and move them together. 

There is also a list view of your appointments and task. you can access this through the arrow in the top right corner of the screen. this will display all of you activities in time order so that you only see that is happening on a day without spacing for the time of day. 

You also have a filter for the calendar, allowing you to view all user's activities or just yours, and to show appointments, tasks, or both.

Activity Record Details:

You can add new appointments and tasks to the calendar from the app, or update existing activities. Use the plus button in the bottom right of the screen to add an activity, press on an activity in the calendar to view it, press the pencil icon on the top right of activity to edit it. if you don't see the icon then either you do not have permission to edit that activity or the activity is recurring, it is not possible to create or edit a recurring activity in the mobile app. 

 

Access to Records

 The Centerbase Mobile allows you to access many of the common record types such as matters and contacts. which records can be viewed can be customized. You can view and edit existing entries but you cannot enter new records other than time entries, appointments, and tasks as covered above. 

                       

Add on Features

Secure Chat and Automated Time Capture are add on features to the base Centerbase product. If you would like to have them turned on please contact your Centerbase sales rep to start the process and activating and using these powerful features.

For more information about Secure Chat and Automated Time Capture on the web see this article: Secure Chat/Automated Time Capture

Secure Chat

Centerbase Secure chat allows you to text with your client and keep a record of those conversations in Centerbase. You can use secure chat from the web or from the Centerbase mobile app. 

You can start a new secure chat by going to the client who you which to contact and pressing the middle text button on the top row (see below). You will be prompted to select which number you wish to text, and then which matter you want to link the chat to before being brought to a fresh chat page.  When you send the text Centerbase will send from one of the phone numbers set up in your system for a secure chat. The client can text back and it will be kept both here in the mobile and also on the matter on the web. If you try to make a new chat for a client/matter that already has an open chat it will take you to that chat rather than opening a new one.

You can also one of your access existing by going to the Secure Chat Page on the Centerbase mobile app. You can select one to enter that chat and view the history and send a new text. There is also a filter button on the top right which allows you to search for a chat, or limit to only your chats if you have access to view other people's chats.

 

 

Automated Time Capture

Automated Time Capture allows you to automatically save a billable event when you call, text, or email someone from the mobile app. When accessing a client on the Centerbase mobile app you have three buttons at the top. the one on the left lets you call the client, when starting a call for here The app will start a timer when the call starts and stop the timer when it ends so you can log exactly how long you were on the call for. The middle button will start a secure chat, as described above. the right button lets you email the client.

In all three cases, Centerbase will create a "Billable Event" which is a record type-specific to Automated Time Capture.

Billable Events

A billable event is like a pre-time entry. When they are logged they have details like matter, billable hours, and description that you can then use to make into a time entry. We know that not every call, text, or email is billable so you have control of what gets added as time entry. Generally, you will go to Centerbase on the web to manage your billable events and turn them into time entries but you also have the option to view and manage them on the Centerbase mobile app from the Billable Events Page.

For more information about Billable Events on the web see this article: Billable Events Dashboard

 

Related Articles

Billable Events Dashboard

Secure Chat/Automated Time Capture

Mobile Set-up and Settings (old version only)