Tip: How to Bucket a Block of Time to a Client & Project

Ever find yourself checking your Calendar, Sent Emails, and/or Post-It Notes in an attempt to figure out exactly where your time went on a given day? We created our Timeline view for moments like these.  It’s the ultimate safety net that helps you piece together these holes in your time.

How the Timeline Works

The Timeline literally captures your time down to the minute.  From when you start work in the morning, until when you stop working in the evening or night, the Timeline will have everything in a play-by-play format.

Timeline_Entries.png

The Timeline displays the Start Time, End Time, Duration, and Activity Details.  When you stop working on a given activity, the Timeline will start a new row to reflect your new activity.

Categorizing a Whole Block of Time at Once

You can categorize time entries directly from the Timeline by checking the box to the left of the entry, selecting the Move To Project dropdown, and then selecting the appropriate project for categorization.  The Project column, located on the far-right side of the table, will update accordingly.

Timeline___Annotate.png

Use the Move To Project dropdown to categorize entries from the Timeline.

Tip: Select multiple consecutive entries at once by selecting the first entry, holding down the Shift key, and selecting the last entry you want. Each entry in between the two will also be selected.

Timeline_entries_categorized.png

Multiple consecutive entries categorized to the same Project.

Use the & Annotate button in the Move To Project dropdown located to the right of the Project you are categorizing the entries to, to annotate and categorize at the same time.

Timeline___Annotate.png

The “& Annotate” button (lower-right) will allow you to annotate entries as you categorize them.

You can annotate entries without categorizing them by checking the box to the left of the entry, clicking the blue Annotate button (with pen icon), and entering an annotation in the resulting popup.

Annotate_Button.png

Annotate button.

Add_Annotation_Popup.png

Add / Edit Annotation popup window.

 

4-Minute Video Demo: How Chrometa Saved My Saturday Billing

“How Chrometa Saved My Saturday… and Got Me Paid.” (4 Minutes)

“Saturday morning, I did some work for a client. Now, working on weekends isn’t ideal… but it happens.

“Now, I want to make sure I get paid for my Saturday work!

“Fortunately, I was running Chrometa on my computer. So I didn’t have to worry about keeping track of my time. That was all done for me “passively” by Chrometa’s time tracker.

“Here’s how Chrometa saved my Saturday… and got me paid…”

iPhone Call Tracking is Back for Verizon Users

Apple Doesn’t Allow It… So We Figured Out a “Back Door” Way!

Our iPhone call tracking is back! Verizon users, you’re up first. Here’s how to get your Verizon Wireless calls into Chrometa…

Verizon Call Tracking

1. Go to VerizonWireless.com.

2. Sign in with your Mobile Number or User ID, and your Password.

verizon call tracking

 

3. On the left-side, go to Manage My AccountView My Usage.

view my verizon usage

4. Click the Minutes tab.

verizon call minutes tracking

 

5. Go to Current Call Log for Line: Select a Line and select the phone number you want to import calls for.

6. Click Download to SpreadSheet.

Screen Shot 2015-03-14 at 2.11.57 PM

 

7. Now, go to the Time screen in Chrometa and click the iPhone button.

Screen Shot 2015-03-14 at 2.16.37 PM

8. Hit the Choose File button and locate the spreadsheet you downloaded from VerizonWireless.com. Click Upload File.

That’s it! You’ve got your Verizon phone calls on their way into Chrometa. They’ll look something like this:

iphone call tracking

FAQ (and Tips & Tricks)

What’s the easiest way to get these phone calls onto my Timesheet?

We’d highly recommend that you create keyword-based rules to assign time entries based on phone numbers automatically. For a full tutorial on rules, please click here.

Do I have to do this every day?

No – just whenever you need these calls on your Chrometa Timesheet. We can intake as many calls as Verizon wants to give us on that spreadsheet that you’re downloading from them.

I don’t want to have to worry about this. Can you just do this all for me?

Yes – we’d be happy to. Just send us an email with your Verizon Wireless User ID and Password (so that we can get your spreadsheet for you), and we’ll run this phone call import daily daily for you.

Coming Soon: AT&T

We’ll be adding support for AT&T call tracking next.

Sneak Preview of Chrometa 5.0 This Thursday

Sneak Preview of Chrometa 5.0 This Thursday… New Android App Captures Text Messages… iOS Awaiting Apple Approval… and New Chrometa Integrations: Tabs3, QuickBooks Online, Xero & More…

This Thursday, we’re co-hosting a webcast demo with partner company Clio. And as some of you know, we’re been hard at work on the next major release of Chrometa – version 5.0.

So why not give you a sneak preview of our new release at the same time?

Please join me this Thursday for our special webcast.

New Android App: Capture Text Messages and Time On-The-Go

Our latest version of Chrometa for Android is now available in the Google Play store.

It captures your text messages and phone calls and turns them into billable time entries automatically. The app also makes is easy for you to enter your time on-the-go.

Here’s a quick video overview:

iOS App: On The Way, Too

I was hoping we’d have a Chrometa for iOS link for you in this update, too… but we went back and forth with Apple on final time (we hope).

They have high standards… and are (a bit) picky. But we think we finally addressed all of their issues. We’re eagerly awaiting final iOS app approval.

If you want to receive an email as soon as our iOS App is approved, please click here.

More New Integrations: Tabs3, QuickBooks Online, Xero & More

As I mentioned, on Thursday, we’ll be demo’ing our integration with Clio. It’s a slick flow… and most of our other integrations work this way.

Here’s our updated list, with the latest on top:

  • Tabs3
  • QuickBooks Online
  • Xero
  • QuickBooks
  • PCLaw
  • Timeslips
  • FreshBooks
  • Rocket Matter
  • Basecamp
  • Google Calendar (for importing calendar entries)

And coming soon:

  • Actionstep
  • Juris
  • Time Matters
  • PCLaw (one-click)

PS – Don’t forget to join me this Thursday for our Chrometa 5.0 sneak preview!