Support Documents

Daylite 3.9 Migration Guide (PDF ~ 204 KB)

This document explains how to migrate pre-Daylite 3.9 databases to work with 3.9 and ensure a smooth transition.

Daylite 3.9 Server Guide (PDF ~ 1.4 MB)

This document helps you with setting up and managing Daylite's shared environment. It has detailed information about configuring the Daylite Server & Touch Server and addresses any database security concerns.

Daylite Touch Users Guide (PDF ~ 872 KB)

If you're familiar with Daylite and new to Daylite Touch, read this document to understand how to set up and use Daylite Touch on a daily basis. It uncovers many powerful features of Daylite Touch and how they can help you to become more productive.

Daylite & Billings Integration Guide (PDF ~ 250 KB)

As a single-user, you can set up your business in Daylite and import data into Billings for tracking time, sending invoices, and managing payments. In a multi-user environment, you do all your work in Daylite and import data into Billings for sending professional invoices. In this document, you will explore how Daylite & Billings can be used in conjunction with each other to help you in taking your business to the next level.

Billings Touch User Guide (PDF ~ 1.2 MB)

If you're new to Billings Touch, read this document to understand how to set up and use Billings Touch on a daily basis. It uncovers many powerful features such as tracking time, sending invoices, managing payments and many more to ensure that you stay productive while on the move.

Billings User Guide (PDF ~ 2.3 MB)

This guide will help you install Billings on your computer and learn the basics of its powerful but intuitive features. Once Billings is installed, you may also wish to use this guide to get a better understanding of how to make the most of your new software.

Report Engine Concepts (PDF ~ 625 KB)

This free PDF document covers the core concepts behind the report engine. The document is intended for a technical audience, as the report engine is a complex and powerful tool. We also have some training videos on our Tutorial Videos page if you prefer a less technical approach.

Syncing Concepts (PDF ~ 144 KB)

This guide will help you gain a better understanding of how Daylite utilizes Apple Sync Services. It will provide you with the details needed to understand the synchronization system, the methods for migrating from existing synchronization methods, an understanding of setting up synchronization in Daylite and more.

Productivity Documents

Daylite Implementation Guide (PDF ~ 195 KB)

This guide is designed to help you implement Daylite into your workplace.

Getting Things Done (HTML)

This database template is designed to help you implement David Allen's Getting Things Done methodology in both a single user or multi-user environment. This document will get you started on using GTD on the Mac.

Concept Guide (PDF ~ 2.5 MB)

This guide will help you to understand the key methodology Daylite was created around. Reading this document will provide you with a good foundation of skills to ensure you really are getting the most out of Daylite. As you progress through the document, you'll be able to better apply Daylite's powerful features to you and your business.

Daylite Overview (PDF ~ 700 KB)

This product tour gives you an overview of the most important features of Daylite.

Industry Database Templates

Film & Video Industry (PDF ~ 455 KB)

Your Mac is great for photo and video editing, but what about productivity? With the Film and Video database template you can learn to organize information and manage your business processes more effectively. Your Mac has just become a productivity powerhouse.

Photography Industry (PDF ~ 467 KB)

This database template mirrors the database of a typical wedding and portrait photographers. It serves as your starting point in customizing Daylite to better fit your business and production processes. If you are an experienced Daylite user, you can also benefit from looking at the workflow suggestions to enhance your overall productivity on your already-productive Mac.

Print & Design Industry(PDF ~ 446 KB)

The print and design template was designed to help individuals working in the print and/or design industry. Using this template, users are able to better understand how to organize information and manage their business operations, increasing productivity. Print and design on the Mac just got better.

Real Estate Industry (PDF ~ 451 KB)

This database template is designed for real estate professionals to manage their opportunities and tasks more efficiently, allowing them to spend more time doing what they do best - real estate work! Never before has there been a better reason for real estate professionals to switch to the Mac.

Sales Industry (PDF ~ 455 KB)

The Sales database template has been designed to help you move your business forward. Gain control of your opportunities and efficiently track them all the way to their close. By streamlining your sales process, you will not only prevent yourself from having a chaotic sales department, but you will be able to get new sales people up to speed, and help those who work above the sales team to understand why people are buying from them, and gauge how effective your sales process is. Using Daylite on your Mac has just become your best sales tool.

Legal Industry (PDF ~ 442 KB)

This database template is designed to help attorneys and other legal professionals understand how Daylite can organize information and manage business processes more effectively. You can completely customize this template and enrich the content by adding information relevant to your practice. Law on the Mac = productivity.

Recruiting Industry (PDF ~ 442 KB)

After consulting with recruiters about their industry and workflows, we were able to develop a powerful recruiting template. This template helps you to find the right person for the right job and vice versa with minimal effort. Just take a look to see how you can achieve your organizational and personal goals faster while maintaining applicant satisfaction in the recruiting process.

Software Development Industry (PDF ~ 438 KB)

Being a software developer we understand the challenges faced by professionals providing custom solutions to their clients. The custom software development template is designed to manage all areas of your business, so you can focus on developing exceptional software and impress your clients.

Student Industry (PDF ~ 446 KB)

This template is designed to help students excel in their educational pursuits and career goals. No matter what type of deliverables you have or what objectives you are trying to achieve, Daylite provides the right tools for managing them with ease and simplicity. Choose Daylite to stay ahead of the competition and be a winner.