How can we help?

Find answers in our FAQ, explore getting-started guides, or reach out directly.

FAQ

Common questions, straight answers.

Sign in to DevFlow, click New Project in the sidebar, fill in a project name and select a client, and you're ready to start adding tickets.

Go to Settings > Team, enter their email address, and assign a role. They'll receive an invitation to join your workspace.

Create a client from the Clients page, then add a client user with their email. They'll get a separate login that only shows their projects and tickets.

Open any ticket, click the timer button, and stop it when you're done. Hours are logged automatically and roll up to project budgets if you've set one.

Go to Settings > Integrations, click Connect QuickBooks, and authorize the connection. Then map your DevFlow clients to your QuickBooks customers.

Yes. Open a project, go to the Budget tab, and set a fixed or retainer budget. DevFlow tracks burn automatically and alerts you at 75% and 90%.

Forward emails to your project's intake address. DevFlow creates a ticket automatically with the email subject as the title and body as the description.

Chrome, Edge, Firefox, and Safari — the latest two versions of each. DevFlow is a web app, so there's nothing to install.

GETTING STARTED

Step-by-step guides to get you running.

1

Creating Your First Project

Set up your first project in under two minutes — from naming it to adding your first ticket.

Read guide
2

Inviting Team Members and Assigning Roles

Add your team, assign admin or member roles, and control who can see what.

Read guide
3

Setting Up the Client Portal

Give your clients a branded login where they can view project progress and leave feedback.

Read guide
4

Tracking Time on Tickets

Use the built-in timer to log hours on any ticket. Time rolls up to project budgets automatically.

Read guide
5

Connecting QuickBooks Online

Link your QuickBooks account, map clients, and export time entries as draft invoices.

Read guide
6

Managing Project Budgets and Retainers

Set fixed or retainer budgets, track burn in real time, and get alerts before you go over.

Read guide
7

Using Email-to-Ticket

Forward client emails to your project intake address and DevFlow creates tickets automatically.

Read guide
8

Understanding the Admin Dashboard

See team utilization, project health, and revenue metrics all in one place.

Read guide

CONTACT

Still need help? We're here.

Send us a message and we'll get back to you within 1 business day.