A Simple Routine for Freelancers

A few minutes a day keeps your time accurate and your Invoices on schedule. Here’s a freelancer routine that works with hrglass. Make it your own.

Every Day

1. Start on your Dashboard. Check Focus Today for anything overdue or due soon. See Focus Today.
2. Start a Timer before you start working. Add a note about what you’re doing so you remember later. See Starting and Stopping Timers.
3. Wrap up at the end of the day. Stop any running Timer, log what you spent, and update your To-Do list. See Adding an Expense and Your To-Do List.

Forgot to run a Timer? Add the time by hand before you close up. See Adding Time Manually and Editing Entries.

Every Week

1. Review your hours. On the Timer page, pick This Week and check your total and billable hours. Fix any gaps now, while you still remember.
2. Look ahead. Open the Calendar and check next week’s deadlines. See Calendar.

Every Month

1. Invoice your finished work. For each Client, create an Invoice and pull in their uninvoiced Tasks, time and expenses. See Creating an Invoice.
2. Check how the month went. Run a Custom Report for the month with Revenue, Time Tracking and Expenses. Save it as Monthly Summary so next month it’s one click. See Custom Reports.

Bill the same Client every month? Set up a recurring Invoice and skip that step. See Recurring Invoices.

Related

• Best Practices for hrglass
• Your Dashboard