Help
Step-by-step guides for the website and the Mac app.
Getting started
What Qufy is, joining with an invite, and your first steps.
- What Qufy is
- Join with your invite
- Confirm your email
- The Get started card
- Home and Needs you
- Set up your office
- Profession packs
- Who Qufy is for
- The side column: Coming up, Insights, and more
- The button on each row and the ⋯ menu
- Search and the New button
- Import clients, projects, invoices, or time from a CSV
- Export a Notion database as CSV
- Export a Trello board as CSV
- Export from Excel or Google Sheets
- Export your time from Toggl Track
- Export your time from Clockify
- Export your records from Bonsai
Pricing
Set an hourly rate you can explain, and how it is calculated.
Quotes, contracts, and invoices
Write, convert, and brand the documents you send.
- Make a quote from a client message
- Write a quote
- Turn an accepted quote into a contract or an invoice
- Contract clauses and the AI helper
- Send a document in Arabic and English
- Deposit and balance invoices
- Make an invoice from tracked hours
- Quote and invoice numbers
- Download a PDF and set your brand look
- ZATCA, e-invoicing, and Qufy PDFs
- My templates
- The clause library
- When the client asks for changes
- Both signatures and the signing record
- Verify a signed contract
- Quotes with packages
- Send an NDA
Sending and clients
Client links, what your client can do, reminders, and payment details.
- The bell: what your clients did
- You got a link: reply, sign, or pay
- Send a quote, invoice, or contract as a link
- What the client sees
- When the client accepts, declines, signs, comments, or pays
- Turn a client link off
- The “View online” QR on your PDFs
- Due-date reminders
- Payment details on invoices
- Your public profile
- Quote requests from your profile
Projects and clients
Keep each job in one place, from the first quote to the paid invoice.
Time on the web
The timer, notes, past time, and the week view.
Mac app
Install the menu-bar timer, sign in, widgets, Hours, and fixes.
- Install the Mac app
- Sign in to the Mac app with a code
- The Mac app window
- Start, pause and stop the timer on Mac
- Switch or move the project while the timer runs
- The menu-bar panel
- Start or stop with a keyboard shortcut
- Qufy widgets on your Mac desktop
- Hours in the Mac app: add, edit, and delete sessions
- Stats in the Mac app: your week at a glance
- The weekly reminder for unbilled hours
- Working offline in the Mac app
- Update the Mac app
- Sign out of the Mac app and manage your Mac on the website
- What the Mac app stores on your Mac
- Fix common problems in the Mac app
- Remove the Mac app
- Shortcuts and Siri
Account and settings
Profile, business, documents look, devices, export, and your password.
Privacy and data
What Qufy stores, where, and how AI is used.
FAQ
Short answers to common questions.