Time Entry
List of Benefits
Start your Time Entry trail here
Track Time on All the Work You Do
Including Admin
Some businesses want to track time on project based deliverables, some on customer service, and others on sales effort. Cloud Coach accommodates all those needs and more letting you track time on:
- Project work
- CRM work such as cases or opportunities
- Your own custom objects
Skills based resourcing
Sales to Project Handoff
Time Entry Your Way
Side Panel, My Day
Everyone is unique in life, so why should PSA tools impose a standardized time entry method on users? At Cloud Coach, we value individual preferences and offer users the freedom to choose how they enter time, to make the process as easy as possible, including:
- On the record as they work
- On their timecard
- Cloud Coach’s Timecard Genius feature
Utilization Categories
Categorize work as billable or non-billable
With Cloud Coach’s user-friendly time tracking solution, teams can track project work, support tasks, and admin time, while differentiating billable and non-billable entries to drive utilization metrics for optimized resource allocation, reporting and billing:
- Tag entries as billable or non-billable quickly and easily
- Drive utilization metrics
- Facilitate accurate invoicing and resource management
Sales to Project Handoff
Align to Client Goals
Approve Timesheets
Route and approve users timesheets
Cloud Coach simplifies the process of approving timesheets, saving time and reducing administrative burden. You can even run your team’s time through an approval process before sending that bill out to your client, or recharging your time to another department in your business:
- Approve weekly time sheets in a single click
- Route approvals to the appropriate manager
- Trigger business processes when approval is given
Capture Unique Rates
Record project rates and rate cards on time entries
At Cloud Coach, we understand that all projects are different – and that means unique project rates and rate cards! Cloud Coach has a full rating engine running off your time entries letting you:
- Leverage rate cards and user rates, ensuring accurate client billing
- Factor in variables such as travel time
- Improve cost tracking and project budget management
User Friendly Time Tracking
View Client Stakeholders
Genius
Take the guesswork out of time entry
Have you ever had an amazing weekend getaway planned at the beach or the slopes, only to rush out of the office on a Friday afternoon without recording your time? That’s exactly why Cloud Coach developed our Timecard Genius!
- Never worry about missing time entries again
- Recommended time entries aligned with your daily activities
- Quick time entry to help you get back on track
Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
