Time Entry

Simplify time tracking, increase accuracy, enhance productivity, and streamline billing processes with intuitive time entry solutions built on Salesforce

List of Benefits

"My Day is the most unique time entry platform I’ve seen. Those are billable hours. That’s how we get paid!"
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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

Track Time Your Way

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.

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