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Time Tracking & Billing

Source: hooks/ways/ea/tasks/time/time.md

Frontmatter
Field Value
description logging billable hours to a timesheet, time entries by client and project, catching up on unlogged time, preparing an invoice
vocabulary timesheet timesheets billable hours time entry time entries unlogged time hours worked per client invoice invoicing client engagement kantata harvest toggl clockify
refire 0.15
scope agent, subagent

Log billable hours against clients and projects. Always confirm before logging.

Logging Workflow

  1. Review what was worked on. Check the session's activity:
  2. Emails drafted or sent (which client/project?)
  3. Meetings attended (from calendar)
  4. Tasks completed or worked on
  5. Other work discussed in conversation
  6. Match to clients and projects. Map each work item to a client and optionally a project.
  7. Propose time entries. Present a summary:
Suggested time entries for today:
  [Client A] / [Project] — 1.5h — "Description of work"
  [Client B] / [Project] — 2.0h — "Description of work"
  Personal / Admin — 0.5h — "Email triage, calendar management"
Log these? Adjust any?
  1. Log on approval only. Never auto-log.

Weekly Time Review

When doing a weekly review, include: - Total hours by client and project - Comparison to typical week (if historical data available) - Hours logged vs. calendar time (utilization) - Uninvoiced time that may need billing

Invoicing

Invoice creation requires explicit confirmation. Always present: - Billing period - Total hours - Line items by project - Calculated amount

before creating any invoice.