Intervals

Create client and project with specific billable rates.

Team tracks hours daily via the stopwatch on specific tasks.

Manager reviews 'Work Summary' report at month-end.

Click 'Create Invoice' to pull all billable hours into a branded PDF.

Send to client via the Intervals portal.

Configure Email-to-Task to monitor support@agency.com.

Incoming requests automatically generate tasks in the Support project.

Assign tasks to engineers based on availability.

Track resolution time for SLA reporting.

Export performance reports for quarterly business reviews.

Set project to 'Fixed Fee' billing type.

Log all internal labor hours even if not directly billed.

Use the 'Project Landscape' report to compare labor costs against the project fee.

Identify tasks that exceeded estimated hours.

Adjust future quotes based on historical data.

Require team members to use the integrated timer.

Monitor the 'Attendance' and 'Activity' feeds for real-time updates.

Run weekly 'Resource Allocation' reports.

Identify bottlenecks where resources are overallocated.

Reassign tasks using the drag-and-drop Gantt view.

Create subcontractor users with limited permissions.

Contractors log time and expenses directly to assigned tasks.

Filter time reports by 'Person' and 'Date Range'.

Verify work against deliverables using attached documents.

Process contractor payments based on reported system hours.

Enable task history logging.

Use the document management system to store signed approvals on each task.

Generate 'Detailed Task History' reports showing who did what and when.

Export full project data for archival in a secure repository.

Present reports during compliance audits.

Set up monthly project milestones representing each month's retainer.

Assign hourly budget to the milestone.

Track time against the milestone throughout the month.

Use the 'Milestone Report' to monitor burn rate.

Notify client automatically when 80% of hours are utilized.