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Understand where the time went before you bill for it.

Time records should explain the work well enough for both a reviewer and a customer to understand. Pixie CRM time and timesheets connect recorded effort with staff, tasks and clients. That gives service businesses a better basis for reviewing delivery, planning capacity and preparing billing.

Time & Timesheets · an example workflow
01Customer context02Team action03Result checked
  1. 01Customer context
  2. 02Team action
  3. 03Result checked

Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.

Learn with Pixie CRM

Track and review task time

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1:58 English captions

Edit and verify a task timesheet note

Edit a saved Pixie CRM task timesheet note with live clicks. Update the wording, retain the existing member and timestamps, save and reopen the entry to verify the retained changes.

Agree what a useful time entry contains

Record the relevant task or project, the date and a short explanation of the work. Decide when a timer is appropriate and how manual entries or corrections are reviewed. Distinguish billable and non-billable activity according to the agreement rather than treating every recorded hour as chargeable. Consistent descriptions help project managers investigate a variance without asking someone to reconstruct a week from memory.

Review time before it becomes a commercial record

A timesheet review should look for missing context, duplicate entries and work outside the agreed scope. Set a clear cut-off for review and a route for late corrections. Project reporting can then compare effort with the delivery plan, while finance sees approved information for billing. Explain how time records are used to staff and limit access appropriately; activity measurement should support work management rather than encourage misleading totals.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can recorded time be billed to a customer?

Time tracking supports the distinction between billable and non-billable work. Confirm how rates, approval status, rounding and invoice descriptions are handled in your configuration before using time records for live billing.

What if someone forgets to stop a timer?

Agree a correction process that preserves a readable explanation. A reviewer should be able to understand the intended work and the reason for the adjustment rather than relying on the raw duration alone.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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Put it into practice with Pixie CRM

Explore the tasks behind Time & Timesheets. Check the guide against your enabled modules and role, then confirm the result in your workspace.

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