Frequently Asked Questions

What are Services?

Services (also known as Tasks) are used when tracking time, so you can bill a hourly or flat rate rate for the work you're doing. Different Services can be used while tracking time so your Clients know exactly what you're billing them for. You can also see where your time is going so you can estimate and bill for Projects more accurately.

 

Creating Services

Services can added while tracking time or while creating/editing a Project: 

Time Tracking or Projects Timer

  1. Go to the Time Tracking or Projects section
  2. For Time Tracking, click on the Start Timer button, or use the day or week views and click on the day to start
  3. For Projects, click on a Project you want to track time for, then click on the + icon under the project details and choose between Start Timer or Add Time Entry
  4. Choose your Client in the Type to add a client field
  5. Choose your Project in the Type to add a project field
  6. To add a new Service, enter text inside the Type to add a service to begin creating that Service name (or select an existing one)

    New_Service

  7. Add any notes if needed in the What did you work on? field
  8. If you want to bill the time entry to your Client later, ensure Billable is checked off
  9. Feel free to use the pause button if you need to temporarily stop the timer. Click on the play button again to resume it
  10. When you are done tracking time, click Log Time next to the pause button to finish. 

 

Projects 

  1. Go to the Projects section
  2. Click on any existing Project and click on the Edit button, or click on the New Project button
  3. Under the name of the Project in the Project Services area, click on the + Add Service button
  4. Type in the name of the new Service, and click on it to confirm

    New_Project_Service

  5. The new Service is now added (and available from the list)
  6. Once done, click Save to finish. 

 

 

Assigning Services to Projects

You can assign Services to a Project, which will then allow you to bill by Service Rates regardless of the Client. Assigning Services to a Project can be done with the below steps: 

  1. Go to the Projects section
  2. Click on any existing Project and click on the Edit button, or click on the New Project button
  3. Under the name of the Project in the Project Services area, click on the + Add Service button

     Add_Service_Project

  4. Select your Service, and keep repeating until all Services have been selected

    Project_Services

  5. Click Save to finish.