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Find guides for managing clients, projects, team members, invoices, expenses and more in CATTAB.
Recommended Onboarding Guides
Core step-by-step walkthroughs to get your operations running smoothly.
Getting Started with CATTAB
A practical guide to navigating your CATTAB workspace, sidebar modules, and initial project configuration.
Adding and Setting Up a New Client
Step-by-step instructions for creating client profiles, setting billing currencies, and assigning rate structures.
Creating a Project Step-by-Step
Complete walkthrough of the 3-step project creation wizard: project details, team setup, and financials.
Creating and Managing Invoices
How to generate client invoices, add itemized deliverables, calculate VAT and discounts, and track payment statuses.
Browse by Category
Select a module to view guides matching real CATTAB product workflows.
All CATTAB Guides & Documentation
Verified step-by-step instructions based on actual CATTAB functionality.
Getting Started with CATTAB
A practical guide to navigating your CATTAB workspace, sidebar modules, and initial project configuration.
Understanding the CATTAB Dashboard
Learn how to read operational metric cards, upcoming deadlines, project statuses, and pending tasks.
Adding and Setting Up a New Client
Step-by-step instructions for creating client profiles, setting billing currencies, and assigning rate structures.
Managing and Editing Client Profiles
How to update client information, toggle active/inactive status, and track geographic distribution.
Creating a Project Step-by-Step
Complete walkthrough of the 3-step project creation wizard: project details, team setup, and financials.
Managing Project Deadlines and Statuses
How to filter deliverables by status, update milestone deadlines, and perform inline project edits.
Adding a Team Member or Specialist
How to register team members, upload CVs, configure service rates, and record bank or PayPal payout details.
Assigning Team Members to Project Deliverables
How to allocate contributors to active projects, track individual rates, and review performance appraisals.
Creating and Managing Invoices
How to generate client invoices, add itemized deliverables, calculate VAT and discounts, and track payment statuses.
Setting Up Service Rate Cards
Create standard service rate cards with units, delivery times, and multi-currency pricing schedules.
Recording and Categorizing Expenses
Track operational expenses, categorize vendor costs, link expenses to projects, and manage recurring overhead.
Uploading and Managing Project Files
How to organize project documents, monitor file type distribution, and maintain deliverable repositories.
Creating Deadline and Task Reminders
Organize daily to-do lists by category tags, track progress percentages, and manage calendar task deadlines.
Configuring Workspace Settings and Templates
Configure company details, logo, invoice/quotation templates, theme colors, and notification preferences.
Managing Team Roles and Permission Groups
Control team member access across Projects, Reminders, Reports, Teams, Clients, Finance, and Files.
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Frequently Asked Questions
Clear answers to the most common questions about CATTAB features, billing, and team workflows.
Can I manage multiple clients and customize their individual rates?
Yes. In My Clients, you can create separate client accounts and specify custom rate cards (per word, page, hour, or project) and default billing currencies (USD, EUR, GBP, JOD, SAR, AED). When launching a project for that client, their custom rates apply automatically.
Learn how to add a clientCan I assign multiple team members to a single project?
Yes. When creating or editing a project in My Projects (Step 2: Team Setup), you can attach multiple contributors, assign specific roles (e.g. Lead Translator, Proofreader), and configure individual payout rates and currencies.
Learn how to assign team membersHow does invoice generation work in CATTAB?
In My Finance, you can convert completed deliverables directly into professional itemized invoices. CATTAB automatically calculates word counts, unit prices, discounts, and VAT/taxes. You can track payment statuses from draft to paid.
Read the invoice creation guideCan I track operating expenses and vendor payees?
Yes. My Finance includes a dedicated Expenses tracker where you can record operational overhead (software, subcontractors, marketing), categorize them, attach them to specific payees, and optionally link them to projects to calculate net profit margins.
See how to record expensesHow do deadline reminders and task checklists work?
The My Reminder module organizes your to-do lists by category tags (Projects, Clients, Team, Personal, Payees, Follow-Ups). You can set due dates, mark items complete, and review all tasks scheduled for any calendar day.
Read the reminders guideWhere can I customize invoice templates and company branding?
Navigate to Settings in the sidebar. Under General, you can upload your business logo and trading address. Under Template, you can toggle invoice and quotation headers, payment terms, and custom closing thank-you notes.
Learn about workspace settingsRun your client work from one clear workspace.
Bring projects, client records, team capacity, and finances into a unified operating platform built for fast-moving service businesses.