We here at Web.AppStorm always love a good time-tracking and invoicing app. Today we’re going to be taking a look at Harvest, one of the most popular options out there on the Net. We’ve featured it in a number of our roundups, including our 111 Web Apps to Rule Them All, and today we’re going to have a thorough look through it and its features.
Read on for our full review.
Harvest is a browser-based time tracking and invoicing program and can be accessed from virtually any compatible browser. The developers kindly offer a 30-day free trial (with no credit card required) so you can test out the program’s features before committing to buying (I signed up to the trial for the purposes of this review).
Signing up is an absolute doddle – all you have to provide is your name, company, an e-mail address and your own custom domain (which looks like yournamehere.harvestapp.com), so you can access your invoices and projects directly. On the app’s first-run, you’ll be asked to define some basic settings, such as your preferred date, time and number format and default currency (Harvest supports most world currencies) then you are directed to Harvest’s Dashboard, which gives you a time and invoice summary, along with any recently active projects.
Working with Projects
Before you can start tracking time in Harvest, you must set up a project in order to assign the tracked time to it. This helps later on when it comes to billing clients for the time you’ve invested in them. Creating a new project is really simple – just click on the Create New Project option from the Welcome screen and you’re good to go. When creating a new project, you can choose exactly who it’s for (i.e. the name of the client), the project’s name and code (if applicable) and the method of invoicing (whether by hours/flat rate and so on). You can even define the budget in this step if needs be (again by the number of hours in total or by a flat fee).
Harvest can send you e-mail warnings when a project reaches a certain percentage of its budget.
Harvest will then let you define individual tasks in a project, the people involved with the project (including the project manager) if there is more than one person working on it and whether or not individual tasks are billable.
Once you’ve set up a project, you now need to start tracking the time associated with it! Remember, time is money after all. Harvest tracks time in decimal format, so 2 hours 30 minutes is recorded as 2.5, 3 hours and 45 minutes as 3.75 and so on. You can enter time either in this format or by using the timer built directly into the timesheet.
On your timesheet you can also record individual expenses associated either by project or by activity. Harvest will let you add some notes about the expense and you can attach a scanned copy of the receipt as well for your records (expenses are recorded by week).
Working with Invoices
Invoicing in Harvest is really easy. You can either invoice your clients based on the time you’ve done (and using the work you’ve entered into Harvest plus any expenses due) or a free-form, open invoice (useful if you’ve negotiated a fixed rate). For the sake of simplicity, we’ll create an open invoice to show you how Harvest works to its full.
You simply add the invoice features (such as purchase order number, payment terms and so on) then enter a description of the product or service, its price and quantity and you’re off. Harvest will create an invoice for you on screen which can then be printed off, saved as a PDF or edited directly in the program. You can also send a link to the so-called “web version” of the invoice so your clients can view it directly on the Internet.
The invoice is professional and clean-looking and will suit almost any kind of business or application. You can add your own logo or tailor the invoice slightly to suit your requirements and Harvest can integrate with third-party payment services (such as PayPal) so that your clients can pay you instantly once an invoice becomes due. The app will also send out automatic e-mails (which can be tailor-written to suit your needs) should an invoice become overdue (and you can set how often and when after the payment date the invoice is sent).
Harvest is extremely customisable and features official integration with Basecamp and Highrise, and can also export invoices to QuickBooks. You can manage which modules you want to see as well – for example if you don’t want to see Estimates in your Dashboard then you can disable this easily. If you remove a module from this view then the data associated with that module doesn’t get deleted either, so you can temporarily hide it if needs be for later use.
Harvest also features its own native iPhone, Android and Mac apps and works really well with loads of third-party services. The iPhone and Android apps let you track time and record expenses on-the-go and the Mac app allows you to enter time worked for each project directly from the desktop without having to log in. Apart from the services mentioned above, there is further support for plenty of other third-party programs out there on the Web, such as Google Apps, Outright and Zendesk. There are also a number of extensions created by Harvest (such as Co-op) which really help increase your productivity (for the full list, head over here).
Harvest really is a rarity in today’s world, in that it’s a great simple web app to use that’s absolutely blasted (and sugar-coated) full of features. It will really work wonders no matter what you’re in – whether you’re a freelancer or part of a small business, given the flexibility and huge range of third-party service support by Harvest you are likely to find a use that it won’t be useful for. It’s one of the great web apps that have defined the very concept of web apps to many users, along with the likes of Basecamp, Gmail, and more, and even today it’s one of the best ways to track time and make invoices online.
The app gains our highly prized 10 out of 10 rating as for a web-based time tracking and invoicing app, with its ease of use and beautiful interface, you’d be extremely hard pushed to find a better alternative out there!