Get familiar with your Experi dashboard and learn what each section shows.
Your dashboard is mission control for your business.
At the top, you'll see:
The main feed shows:
Shows time entries not yet invoiced. Click Generate Invoice to convert unbilled work into an invoice.
A current checklist for setting up your workspace and recording your first business activity.
Understand how Experi connects invoicing, incoming bills, sales records and management reporting.
Learn why email verification is mandatory and how to verify your email address.
Learn how to add clients to Experi and keep their information organized.
Complete your business profile to appear professional on invoices and quotes.
Can't find what you're looking for? Our support team is here to help you succeed.
Contact Support