Furthermore, here’s our complete step-by-step guide to setting up your Hubstaff account for clients/customers. The Clients feature lets you add specific customers so that you can then invoice after the completion of a project, or on a recurring basis. Once the to-do is assigned, it will appear on the Hubstaff client so the team member can track time to them. To add a to-do, navigate to the To-dos menu on the sidebar, select a project then click on Add a to-do.Ī dialog box will appear where you can choose which team member to assign the task to. Project-level budgets are available on Pro and Enterprise plans.
Add project-level budgets – ensures that each project is completed within the allotted time or cost.Setting project pay rates – add pay rates per team member, based on the project they’re working on.Setting up projects – complete this initial setup guide to customizing your projects based on how you need them to work for your company.Click on a topic to get started on setting up your Hubstaff projects:
The best way to set up projects is by customer names - this ensures all the time tracked on a specific project can be billed to a specific customer/client later. You can organize your team’s time and activities into projects, which can then be invoiced or billed to specific clients. Projects are a way to organize your team’s tracked time. Click on an operating system below for a guide on how to install the Hubstaff app: To record desktop activity (screenshots/apps/URLs/keyboard and mouse activity) you’ll need to download the desktop applications for Windows, Mac, Linux, and Chromebook here.Īfter downloading the client, users will be prompted to install it. The mobile app can only record time and locations. Archiving an Organization (Cancel Subscription).It is the structure that houses all your employees, clients, projects, tasks, payroll, and more.Ĭlick on any topic below to learn more about organizations: Think of each Hubstaff organization as one company. Organizations are a critical aspect of Hubstaff. Automatic time tracking based on job sites.Setting up time off and holiday policies.Invite your team to join your Hubstaff organization.With Hubstaff, you can also set geofences, manage your payroll, set schedules, add time offs, and more.īelow is a step-by-step guide on how to get the most out of your Hubstaff organization: Hubstaff helps you streamline your landscaping business by helping you track your team’s time and locations, which ensures precise client billing and invoicing as well as accurate reporting.
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