Time tracking

Time tracking records the hours your team spends, and connects them to what gets invoiced. You can reach it from the main Time tracking page for everything, or from the Time tab inside a project for just that job.

Logging hours

Log hours opens a small composer. Type the number of hours, add a note, then set the properties on the chips below.

Date defaults to today. Project ties the hours to a job, and is fixed automatically when you log from inside a project. Plan draws the hours from an active maintenance plan instead. Role is the labour rate that prices the work, taken from your labour rates list, and it is prefilled from the default rate on the person you pick. Category is free text with a set of starting suggestions such as On-site, Travel, Programming and Commissioning; anything you type is stored and offered again next time.

People is a multi select. Pick three people on a five hour job and you get three entries of five hours, one per person, and the composer shows you the fifteen hour total before you save. Leaving it empty logs one unattributed entry.

The billing status

Every entry shows a status that is worked out live, never stored, so it cannot drift.

Unbilled means the hours are free to invoice. On draft means they are on an invoice that has not been issued yet. Invoiced means they are on an issued invoice. Covered means they were drawn from a maintenance plan, so they are prepaid and never billable. Voiding an invoice releases its hours back to Unbilled by itself.

Billing hours

Tick the entries you want and press Bill hours. The dialog shows exactly the lines it will create: one line per role, priced at that role sell rate, with the hours totalled. Entries without a role are shown separately, and you either give them a proper role, which also saves that role back on the entries so your reporting matches, or you type a one off rate for this invoice only.

Then pick the customer, which is prefilled from the project, and choose whether to start a new draft invoice or append to an existing draft. The lines land in a Labour section and the invoice opens.

Unbill pulls hours back. On a draft invoice it also removes those hours from the line they went into, dropping the line when nothing is left, so the customer is never charged for hours you have taken back. An issued invoice is never touched by unbilling: that is what a credit note is for.

Finding entries

Search covers project, plan, role, person, category and note. There are faceted filters for status and category, and the Columns menu hides the columns you do not need. Sorting works on any column header.

Limits

There is no timer or clock in and clock out. Hours are entered as a number after the fact. Time entries are not connected to crew bookings, so a booked day does not create an entry. Plan hours cannot be invoiced at all, by design.