It’s been a busy few months here at Hubstaff, so that means it’s time for another new features update. That’s right. Exciting! New! Features!
Here are all the new things you can do in Hubstaff starting right now.
You can now add clients to Hubstaff so that your projects, budgets, reports, and tasks all roll up to the right account. It’s a clearer way to manage your business and keep track of work.
To get started, follow these steps to add a client in the Hubstaff web app. You can add the company name, contact email, address, projects, notes that will appear on invoices, and terms.
Every time you add a new project or task, you’ll also choose which client it belongs to for easier sorting and billing.
Add client budgets
This one is a big time-saver. Just like with project budgets, you can now set a budget for each client, along with an alert when you’ve used a certain percentage of it.
Set Hubstaff to notify you at 50% usage, 80%, whatever works best for you. You’ll be alerted right away, at which point you can talk to your client, adjust the budget, and keep working.
To take full advantage of this feature, you’ll want to add a bill rate for each team member.
Hubstaff will keep track of hours worked, and use the set bill rate to track budget used against the total.
Note: you can also edit or archive clients at any time by going to Clients in the left sidebar.
Better invoices (for you and your clients)
Hubstaff invoices now include more details, more options for creating them, and more ways to customize. Buckle up, because this is pretty much an invoice overhaul.
Now, when you generate a new invoice by going to the Invoices page, you can enter the following:
- Quantity and unit price
- Tax ID
- Company address and logo
- Notes and net terms (as specified in Clients)
- Plus, the ability to override those notes and terms on individual invoices
But that’s not everything. Creating an invoice just got even easier, because now you can quickly add new line items in a matter of clicks.
In one helpful dialog (as shown here), you’ll be able to:
- Choose the date range
- Select multiple users
- Select multiple projects
- Choose how to display line items
Once you click generate, your invoice will automatically populate all the time tracked by your team to the projects you selected. Just like magic.
With these updates, you can rely more on Hubstaff to create invoices for you. All you have to do is choose your settings, and Hubstaff will handle the rest.
Moving between projects can cause an unnecessary interruption to your workday. That’s why it’s so important that time tracking is simple and streamlined.
This new feature aims to make it even more so. You can now search for projects in your desktop and mobile timers.
No need to scroll through lists of projects anymore. You can simply type the project name and the timer will automatically present results.
Editing and deleting tasks
Speaking of timer improvements, you can also edit and delete tasks all from within the desktop timer.
Tell us what you think
Have you created an invoice or added a client recently? If not, now’s the time. Check out these new features and let us know what you think in the comments.