YOUR PIPELINE

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Create a tailored introduction, then download it as a Word document or PDF.

DOCUMENT BUILDER

Cover letter

Letter details

Edits save on this device

Your email, phone, location, and website are included automatically in the exported letter.

PREVIEWA4 · Portrait

Your paid accounts

Keep track of when your subscriptions end.

PAID ACCOUNT

Add subscription

Active client salary rates

Bank accounts & wallets

Add transaction

To be paid tracks upcoming payments without reducing your account balance. Change it to Expense after payment. Record Wise amounts in their PHP equivalent.

TRANSACTION

Transaction actions

Transactions

Checklist

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    Checklist

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    Unlock data controls

    Verify your password to reveal the clear-data button. Verifying does not delete anything.

    Enter your app account password to continue.

    Search your workspace

    Open quick search
    Ctrl K
    Focus search
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    Add application
    N
    Add wallet transaction
    N on Wallet
    Close dialog or panel
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    Change report week
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    Progress counts applications submitted this week. This goal is saved on this device.

    
            
          

    TO APPLY

    Reminder actions

    CLIENT DETAILS

    APPLICATION DETAILS

    PLATFORM

    SALARY

    STATUS

    APPLICATION

    Application

    Upload the contract file for this client. It will be attached to the client for this one-time email and will not be saved in Tools.

    Upload the invoice you want to send. It will be used once and will not be saved to the Documents page.

    Payment details

    Payment received

    Additional details Optional

    Choose when you want to be reminded to send the updated document.

    WEEKLY REPORT

    Weekly report

    OVERVIEW

    Your week at a glance

    Weekly goals

    Progress this week

    Activity by day

    Applications and related activity

    Pipeline outcomes

    Applications submitted this week

    Source effectiveness

    Applications and replies

    Outcomes

    StatusApplications

    Activity log

    DateTypeCompanyPlatformStatus

    PIPELINE

    Applications

    DateCompanyPlatformStatus

    COMMUNICATION

    Emails

    Sent Replies
    DateTypeCompanySubject

    SCHEDULE

    Interviews

    DateCompanyRoleStatus

    REMINDERS

    Follow-ups

    Due dateCompanyStatus

    DISCOVERY

    Sources

    PlatformApplicationsRepliedReply rate

    NOTES

    Application notes

    This downloads a PDF snapshot of the current weekly report as you see it on screen.

    Choose a clear picture for this client. You can crop and preview it before saving.

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    Profile photo crop preview

    Contract & documents

    Documents are attached to this client and stored securely in your account for preview. No computer-folder save step is required.

    Attachments & templates

    YOUR WORKSPACE

    Settings & account

    APPEARANCE

    Workspace theme

    Choose a comfortable look for your everyday work.

    BACKUP & DEVICE

    Data & backups

    0 applications0 emails

    Excel backups exclude attached files.

    Saved to Documents. Manual downloads go to Downloads.

    Waiting for the first Documents backup.

    Includes email history. Attached files stay in storage.

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