Timetracking is an important feature throughout the whole of Teamleader. You’ll always see it returning in the application. Here’s a list of ways to track (and bill) your time spent!
To start off we can track time manually using the quick start menu at the top right corner. When you click on the ‘plus’, you get the option ‘add timetracking’. It’s as easy as that: add the details such as project, customer, description and task type, and fill in the time you spent on a task. Click ‘Save’ and the amount of time will be added to your timesheets.
Talking about timesheets, that’s another place you can add timetracking manually. There you can add a new timetracking by clicking the plus on the top of the page next to the word ‘Timesheets’ or by clicking any of the plusses next to each day of the week in the overview.
2. Via the Chrome plugin
Besides the Chrome plugin to track email and LinkedIn contacts, we also have a plugin that allows start/stop timetracking. The plugin lets you choose a project, a customer and a task type, but none of them are compulsory. Fill in a task description and just start the timer.
The timer will disappear so you can start working on your task. Whenever you’re finished, open the plugin again and stop the timer. The amount of time you tracked will automatically be added to your timesheets, and if you want, you can always edit it afterwards.
You can download the Chrome plugin here.
3. Via a task, call or meeting
A third way to register time you spent is via tasks, calls or meetings you created in advance. It’s pretty easy: whenever you’re done with a task, a call or a meeting you can check it off in Teamleader. The time registered is different for each of these however:
- Task: when finishing a task, the proposed time spent will be the time since you logged in (if it’s the first timetracking of the day) or the time spent since finishing your previous timetracking.
- Call: when you’re calling a contact using one of our Voice-over-IP services, the time spent on the call will automatically be registered to your timesheets. If you finish the call manually, you can enter your spent time yourself.
- Meeting: when telling Teamleader that a meeting is done, the time proposed will be the previously set duration of the meeting. If you set that the meeting would take an hour when creating it, a timetracking of an hour will be proposed. You can easily overrule this, of course.
4. Via Mobile
Our Teamleader mobile app also lets you timetrack tasks, calls and meetings from your phone or tablet. How the time is registered depends on what you are doing again:
- Task: you can start timetracking for a task on mobile by clicking the play button next to it on your app dashboard, or when clicking through to see the details, press the three dots and you’ll be able to enter the tracked time yourself of start running the timetracking as well.
- Call: the mobile app allows you to call straight from your phone or via one of the Voice-over-IP services. In both cases, the time you actually spent on the call will be registered to your timesheets.
- Meeting: when clicking through on a meeting in the app, the same principle applies as it does with tasks. Click on the three dots to either start the automatic timetracking or to enter the time already spent. The duration of the meeting will again be proposed.
5. Via work orders
The work orders feature in Teamleader is our final way to track time. It allows you to go to your customer, track the time and material you spent there and create an invoice out of it. You can find more info on how this feature works on this blog.
Every time you track time you can choose to enter a customer. If you do, you can also choose if the time you are tracking is invoiceable or not. If you select the time spent as invoiceable, unbilled time will appear on the customer’s detail page. From there on, you can easily create an invoice of all hours spent for him.
But there’s also an easier way to invoice unbilled hours. If you go to the Invoices module, you’ll see a button with a little clock on it. Clicking this button will lead you to a page with an overview of all unbilled hours per customer and per project where you can specify which timetrackings you want to invoice.
You can select multiple customers or projects at once and click ‘Preview’ at the bottom of the page. This will tell you how many invoices will be created. You then only need to confirm the action and the invoices will be created per customer.
Customer support service by UserEcho