⏱️ How to Use Client Hub Time Tracking

Track, manage, and review time spent on client work—all within each job.

Client Hub’s built-in Time Tracking feature helps your team stay accountable and accurate with their time entries. Whether you're tracking time live, editing entries, logging time manually, or setting budgeted hours, everything is accessible from the job workspace.

✅ Start Tracking Time

1. Open a job from the Internal Workspace or Jobs Dashboard.
2. On the right panel, find the Time Tracking section.
3. Click the green Start tracking button to begin timing your work.

How the timer works:

• The timer runs even if you leave the job or switch screens.
• A floating timer icon appears in the top-right of your screen.
• If you start a new timer from a different job, you’ll be notified that a timer is already running. Selecting Continue will stop the current timer and start a new one.

✏️ View, Edit, or Add Time Entries

Once you’ve started or logged time, the Time entries button becomes available:

1. Click the blue Time entries button.
2. A table will open showing all time entries related to the job.

From here, you can:

• Edit existing entries (adjust time or notes)
• Add manual time entries by clicking + Add Entry
• Enter the duration, date, and an optional description
• Save your manual entry—it will now appear in the job’s time log

⏳ Set Budget Time

Use Budget Time to set an expected number of hours for each job. If more than one staff member is assigned to the job, each person can have their own budget. This helps you compare planned hours against tracked time and keep projects on schedule.

1. From the job’s Time Tracking panel, click Budget Time.
2. Enter the budgeted hours for each assigned staff member.
3. Click Save changes.

Your team will now see budgeted hours alongside tracked time in the job workspace.

📊 Use the Time Tracking Dashboard

The Time Tracking Dashboard shows time by job with flexible filters, views, and export options.

Filters (left to right):

• Everyone — choose Me, Everyone, or a specific employee.
• This week — pick a date range: Today, This week, Last week, Last two weeks, Last four weeks, Last month, or Select custom date range.
• Employee — choose how to group the list: Client or Employee (the label shows the current selection).

Columns:

• Name — shows either the employee or the client, based on the grouping selected above.
• Job — the job name.
• Start Date — the date the time was tracked (within your selected date range).
• Time tracked — total time recorded for that row; click the pencil to edit the entry.
• Notes — notes attached to the time entry (shows “–” when empty).

Views & totals:

• Use View as to toggle between:
  • View Time Entries → a detailed list of entries
  • View Time vs Budget by Job → a comparison of tracked vs. budgeted time
• A Total time tracked summary appears at the bottom of the table.
• Click any column header to sort the table.

📑 Export Time Tracking Reports

To review or share data outside Client Hub, you can export Time Tracking reports.

1. Go to Dashboards > Time Tracking.
2. Apply filters for user, client, or date range.
3. Click Export (green button in the top right).
4. Choose your preferred format: .xls, .pdf, or .csv.

Your report will include totals grouped by employee, client, and job, along with all selected filters.

💡 Tips & Best Practices

• Use manual entries to log time after meetings or missed timer sessions.
• Encourage staff to track time live for the most accurate data.
• Add Budget Time to every job to monitor workload against expectations.
• Review the Time Tracking Dashboard weekly and export reports to stay on top of budgets.