ONPOINT·TIME & BILLING

You’re in. Let’s set up.

Five minutes, start to first bill.

The 30-second version: install OnPoint from the App Store (or add the web app to your home screen), sign in, add a client, and capture your first entry. Your account keeps your work backed up and synced across your devices. The store app and the web app share it.
1

Get OnPoint on your phone

iPhone: install OnPoint Time & Billing from the App Store and this step is done.

Any phone (no store needed): open onpointtimeentry.com/app in your phone’s browser (Safari on iPhone, Chrome on Android) and add it to your home screen:

iPhone (Safari): tap the Share button (the square with an arrow), scroll down, tap “Add to Home Screen,” then Add. Android (Chrome): tap the menu, then “Add to Home screen” (or “Install app”), then confirm.

Launch OnPoint from the new icon, not a browser tab. Store app or home-screen app, it is the same OnPoint and the same account.

2

Sign in

The first time it opens, create your account or sign in. That keeps your work backed up and synced across your devices.

Joining a firm? Tap the Join link in your invitation email first, sign in there, and your firm is connected when you open the app with the same address.

3

Take the quick tour

On first launch, a short interactive tour walks through the screens. Follow it, or tap Skip. You can replay it any time from Settings, under Help.

4

Add your clients

Tap “+ add” and enter a short code, like ACME or SMITH, whatever you will recognize. Add as many as you like.

Want full client names and billing addresses on your bills? Open Settings, and for each client add a full name and tap the pin to add an address. Your short codes stay on the capture screen; the full details appear on Word and PDF bills.

5

Capture your first entry

Tap a client, then tap an increment. Out of the box 0.1 is six minutes, and taps add up, so tap 0.2 twice for 0.4. (Prefer quarter hours? Change the increment in Settings; firms set it firm-wide.) Running a live call? Tap Start timer; it keeps counting even if you close the app, and rounds to your billing increment.

Add a short description (tap a quick phrase to fill common wording fast), then tap Save entry.

6

Send the bill

Tap Export for billing. It opens the Bill screen, where you pick a client and a date range and see what the bill comes to before you generate anything.

Then export a polished Word, PDF, or Excel bill, or email it, all from the same screen.

Your first entries are free with no card. Exporting a bill starts the 7-day free trial.

Set up your bill header

In Settings → Bill header, add your firm name, address, phone, email, payment terms, your Pay online link, and an optional logo. These appear at the top of every Word and PDF bill, so it’s worth doing once up front.

Working with colleagues

Your account is already a practice of one, so there is nothing to set up. When you want to work with someone else, open the Firm tab, go to People, and invite them by email. They tap the link, sign in, and they are on the roster. That is the moment your practice becomes a firm. Seats are $9.99 per billing attorney per month, with a 7-day trial; a non-billing administrator is free, and a practice of one needs no seat at all.

Once there is more than one of you, everyone captures against the same client list, and the Firm tab holds the review queue (approve, send back, or edit), what is earned and not yet billed, timekeeper summaries, and consolidated bills in Word, PDF, or Excel with payment tracking. You choose how many people have to approve an entry before it can be billed, from nobody to three.

Back up your data (please read this)

OnPoint keeps your work on your device and synced to your account, so signing in on a new device brings it back. A manual backup is still worth keeping as a second copy, and it is the way to move data without signing in.

Before you switch phones or clear your browser: your account already holds a synced copy, so signing in on the new device restores your work. For extra safety, or to move data without signing in, go to Settings → Download backup, save the file somewhere safe, and use Restore from backup on the other device.

Make it yours

In Settings you can set a daily capture goal (the ring that fills as you log hours), pick an accent color, and toggle the save sound & haptic. Small things, but they make daily capture feel a little more rewarding.

Need a hand?

Email support@onpointtimeentry.com. A real person reads it, and we are easy to deal with. Whether it’s a question, a snag, or an idea for the app, we’d like to hear it.

OnPoint Time & Billing · made by Tycho Works LLC