Documentation
Learn how to use Clearmargin to manage proposals, invoicing, time tracking, expenses, and profitability — all from one app.
Getting Started
New to Clearmargin? Start with these essential workflows to get up and running.
Create a Proposal
Create and send a proposal to a client.
Track Time
Log time entries manually or with the built-in timer.
Create an Invoice
Generate an invoice from project data or create one manually.
Manage Expenses
Track costs as expense transactions.
View Client Profitability
See revenue, costs, and margin for a client.
Browse by Category
Explore all 38 guides organized by topic.
Proposals
Create, send, and manage client proposals.
4 guides
Invoicing & Payments
Generate invoices, record payments, and manage billing.
6 guides
Time Tracking
Log time manually or with the built-in timer.
2 guides
Expenses & Charges
Track costs, manage charges, and configure recipes.
4 guides
Clients & Contacts
Manage clients, contacts, and profitability.
3 guides
Schedule & Calendar
Calendar events, milestones, and project pipeline.
7 guides
Settings & Integrations
Configure your workspace, team, payments, and integrations.
12 guides