Project Terms For Time Tracking!

For projects that you will track time and where you will invoice based on time tracked or hours worked it is best to set up your terms within your project as "Rate" and select the options of setting up a flexible quantity which does not require a custom quantity.

You can set up the project terms via the 

  1. Proposal
  2. Contract
  3. Proposal & Contract
  4. Project

 or a fixed quantity where you have the option of entering in a set quantity against the rate.

Tips👉

  • The best workflow of the app is to start with your proposal/contract first as once approved your project is auto created for you in the app. 
  • You cannot link a proposal/contract to a existing project
  • You cannot link a existing invoice to a project
  • The best workflow of the app is to create invoices within the project itself so it is tied to the project. 

View these helpful guides on Time Tracking
How Can I Track Time With AND CO
How Can I Invoice Time Activities
How Can I Track Time By Week

💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌

__________________________________________________________________ 

Did this answer your question?