Project/Timer Names In Harvest

Projects/timers are set up in Harvest to show some basic information about the type of client they are ie service plan, flexi plan (formerly called casual), project etc, usually including the primary contact's name, and the type of assistance given eg bookkeeping, creative, etc.

The set up of the names of these timers assists VAs to find the correct timer to charge their time to - especially if their Trading name is different to their Legal name - and shows the Office Administrator which clients need to be invoiced, and how, as part of the EOM invoicing process eg fixed fee, casual...

Types of timers

Service = Covered by a Service Plan, which is a set amount of hours allocated to it each month, paid in advance

Flexi Plan = Invoiced for exact hours used at the end of each month

Flexi Plan to Service = Client starting on Flexi Plan hours but will move to a plan so has a monthly budget

Monthly Fixed Fee = Services offered at a monthly fixed fee, regardless of hours used, paid in advance

Fixed Fee = One-off projects that have been offered at a fixed fee price, regardless of hours used, and are invoiced once the project is complete or 2 months afte the project started, depending on the terms signed by the client (not at the end of the month)

Project = One-off projects that are invoiced for exact time used once the project is complete (not at the end of the month)

Pre-paid = Projects that have been offered at a fixed price but that must be paid for before any work can begin

Internal = Used for internal work that is not invoiced, so we can keep track of time spent on them each month

Template project names

These are to be used for setting up timers in Harvest and can be adapted to fit the needs of each client:

Service / [Client Name] - Virtual Assistance

Service / [Client Name] - Creative Assistance

Service / [Client Name] - Bookkeeping Assistance

Service / [Client Name] - XXXX Assistance

Flexi / [Client Name] - Virtual Assistance

Flexi / [Client Name] - Creative Assistance

Flexi / [Client Name] - Bookkeeping Assistance

Flexi / [Client Name] - XXXX Assistance

Flexi to Service / [Client Name] - Virtual Assistance

Flexi to Service / [Client Name] - Creative Assistance

Flexi to Service / [Client Name] - Bookkeeping Assistance

Flexi to Service / [Client Name] - XXXX Assistance

Monthly Fixed Fee / [Client Name] - Bookkeeping Assistance

Monthly Fixed Fee / [Client Name] - Digital Marketing Assistance

Monthly Fixed Fee / [Client Name] - Podcast Assistance

Monthly Fixed Fee / [Client Name] - Social Media Assistance

Monthly Fixed Fee / [Client Name] - XXXX Assistance

Fixed Fee / Email Signature Creation

Fixed Fee / Website Design & Build

Fixed Fee / XXXX XXXX

Project / XXXX XXXX

Pre-paid / Outbound Calls