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Overview

Track billable hours and convert them seamlessly into invoice line items. Perfect for consultants, developers, designers, lawyers, and any professional who bills by the hour. Key capabilities:
  • Live timer widget with client selection
  • Manual time entry for historical records
  • One-click conversion to invoice line items
  • Billable vs non-billable tracking
  • Client-specific hourly rates
Ask Every Agent: Start tracking time:
  • “Start a timer for the ACME Corp website project”
  • “Begin timing my consulting call with Client XYZ”
  • “Log 3 hours of consulting work for ACME Corp yesterday”
  • “Add a time entry: 2.5 hours of design work for Client XYZ on Monday at $150/hour”

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Quick Start

Live Timer: Start Timer → Select client → Add description → Work → Stop Manual Entry: Time Tracking → Add Time Entry → Fill details (client, description, duration, rate) → Save

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Time Tracking Methods

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Live Timer Widget

Real-time tracking with a floating timer that stays visible across all pages. Usage: Click Start Timer → Select client → Add work description → Timer runs in background → Pause/resume as needed → Stop when complete Timer widget floats in corner, tracks elapsed time, and doesn’t interfere with other work.
The timer widget stays active even if you navigate to different pages. Your time keeps tracking!

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Manual Time Entry

Add time records after the fact for forgotten timer starts, historical time, or batch entry. Process: Go to Time Tracking → Add Time Entry → Fill in client, description, start/end time (duration auto-calculates), hourly rate, and billable status → Save
Ask Every Agent: Log time manually:
  • “Record 5 hours of development time for Project ABC from 9am to 2pm today”
  • “Add billable time: 1.5 hours client call with Sarah this morning”

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Time Record Details

Required to Track Time:
  • Client (required for billable time; internal work can be non-billable without client)
  • Description (what work was performed)
  • Duration (hours worked) or start/end times
To Convert to Invoices: Time must be marked as Billable and in Unbilled status.
Each time record includes:
  • Client: Who you worked for (required for billable time)
  • Description: What work was performed (appears on invoice when billed)
  • Duration: Start time, end time, total hours calculated
  • Rate: Hourly rate for this work
  • Billing Status: Unbilled, Billed, or Non-billable
  • Date: When work was performed

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Billable vs Non-Billable

Billable time will be invoiced to client and counts toward revenue. Non-billable time is for internal work, learning, pro bono, or admin tasks that won’t be charged.
Mark administrative work and internal meetings as non-billable to track time accurately without over-billing.
Ask Every Agent: Manage billing status:
  • “Show me all unbilled time for ACME Corp”
  • “Mark the last 3 time entries as non-billable”
  • “Which clients have unbilled time this month?”

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Hourly Rate Management

Set rates per time entry for flexible pricing on different work types, or set client-specific defaults to auto-apply rates to new entries. Example rates:
  • Client A - Standard Consulting: $150/hour
  • Client A - After-hours Support: $225/hour
  • Client B - Development: $175/hour
Rate changes: Old time records keep original rate, new records use new rate. No retroactive changes preserves historical accuracy.
Ask Every Agent: Set or update rates:
  • “Set my hourly rate for ACME Corp to $175”
  • “Update Client XYZ’s rate to $200 per hour”
  • “What’s my current hourly rate for each client?”

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Converting Time to Invoices

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Adding Time to Invoices

The main benefit: Easy invoicing! Process: Create invoice → Select client → Click “Add from Time Tracking” → Select unbilled time records → Add Selected → Time becomes line items with hours × rate calculation → Records marked as Billed Example: 
Time Record: Website Development, 5.5 hours @ $150/hour
Invoice Line Item:
  Description: Website Development
  Quantity: 5.5
  Rate: $150
  Total: $825
Time tracking makes invoicing incredibly fast. Just select unbilled time and everything calculates automatically!
Ask Every Agent: Add time to invoices:
  • “Add all unbilled time for ACME Corp to an invoice”
  • “Create an invoice with this week’s time for Client XYZ”
  • “Convert unbilled time for Project ABC into an invoice”

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Batch Invoicing

Invoice multiple time records at once for monthly billing or project completion. Example: Track time all month → Create invoice at month-end → Select all unbilled time → Add to invoice → Review total → Send
Ask Every Agent: Batch invoice time:
  • “Create an invoice for all of Client ABC’s unbilled time this month”
  • “Add all unbilled time from January to an invoice for ACME Corp”

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Managing Time Records

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Viewing & Filtering

Time List View shows all records with filters for client, billable status, date range, and search by description. Summary Cards display total hours tracked, billable/non-billable breakdown, unbilled amount, and revenue from billed time.
Ask Every Agent: View time records:
  • “Show me my time entries for last week”
  • “What time did I track for ACME Corp this month?”
  • “Display all non-billable time entries from January”

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Editing & Deleting

Unbilled time can be edited freely (description, duration, rate, billable status). Billed time cannot be edited to preserve invoice accuracy. Deleting: Can delete unbilled time anytime. Cannot delete billed time unless removed from invoice first.
Only delete time records recorded in error. Deleting loses the historical record.
Ask Every Agent: Edit or delete:
  • “Update yesterday’s time entry to 4 hours instead of 3”
  • “Change the description on my last time entry to ‘Strategic consulting call’”
  • “Delete my last time entry”

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Time Tracking Reports

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Analytics

Track productivity and billing with metrics like total hours by client, billable vs non-billable breakdown, average hourly rate, utilization rate, revenue from time tracking, and unbilled time value. Date ranges: Daily, weekly, monthly, quarterly, yearly overviews available.
Ask Every Agent: Generate analytics:
  • “Show me a breakdown of my time this month”
  • “How many billable hours did I track last week?”
  • “What’s my total unbilled time value?”

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Client Time Reports

View total hours per client, revenue generated, average rate, project breakdowns, and unbilled time to identify most valuable clients and ensure nothing goes unbilled.
Ask Every Agent: Get client reports:
  • “How many hours have I worked for ACME Corp this year?”
  • “Show me revenue generated from Client XYZ”
  • “List all clients with unbilled time right now”

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Best Practices

Use the timer widget - Real-time tracking is more accurate than manual entry after the fact.
Add descriptions immediately - Don’t wait. Add what you’re working on when you start the timer.
Bill regularly - Convert unbilled time to invoices weekly, bi-weekly, or monthly.
Review unbilled time - Check regularly to ensure nothing falls through the cracks.

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Common Workflows

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Daily Consulting

During work: Start timer for each client task → Select client → Add description → Work → Stop timer End of day: Review entries for accuracy → Adjust descriptions if needed End of week: Create invoices → Add unbilled time → Send invoices

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Retainer Time Tracking

Setup: Client has 40-hour monthly retainer at $150/hour During month: Track all time → Monitor approaching limit → Notify client as needed End of month: Review total hours → Create invoice → Add all time for month → Send invoice Overage: Invoice separately or roll over per agreement

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Troubleshooting

Timer not starting: Ensure client is selected, check browser permissions, stop any other active timers. Time entry missing: Clear filters (date, client, billable status) and search by description. Can’t edit billed time: Time is linked to invoice. Remove from invoice first (if draft) or leave as-is to maintain accuracy. Time not appearing in “Add to Invoice”: Verify time is unbilled, for selected client, and marked as billable.

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Next Steps

Create Invoices

Convert tracked time into invoices

Manage Clients

Set up clients for time tracking

Use Offerings

Associate time with service offerings

View Reports

Analyze time tracking data
Need help? Contact support at [email protected]