Creating a new project

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screenPatterns:
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pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
Costs v X X X
Show project report to everyone on this project What will people see?
. Time & Materials Fixed Fee Non-Billable
Project type . L . . ) - -
Bill by the hour, with billable rates Bill a set price, regardless of time tracked Not billed to a client
Billable rates
We need billable rates to track your project'’s billable amount.
Project billable rate v | S| 14.00 per hour
Budget
Set a budget to track project progress.
Total projectfees v | $ 20000.00
Budget resets every month
Budget includes billable and non-billable project expenses
Send email alerts if project exceeds 80.00 % of budget
Billable
Select All / None
Tasks Al ]
X | Business Development
X | Design
X | Marketing
X | Programming
X | Project Management
Add a task...
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
New project
Client Dundee or Choose a client
Project name Summer Campaign
Project code DU-C-S0823
Optional. A code can help identify your project. You can use any combination of numbers or letters.
Dat Starts on t Ends on
ates 05/01/2023 © | 05/31/2023
Optional. You'll still be able to track time outside of this date range.
Notes
Z
Optional. Notes are great for anything you need to reference later, like invoice schedules, which you can see when creating an invoice for Fixed Fee projects. Notes
can only be seen by Administrators. Administrators can control access to notes in Settings.
Permissions o Show project report to Administrators and people who manage this project What will people see?
Show project report to everyone on this project What will people see?
Project type ' Time & N!aterlals ‘ ‘ Fixed Fee . Ngn-BlIIabIg
Bill by the hour, with billable rates Bill a set price, regardless of time tracked Not billed to a client
Billable rates
We need billable rates to track your project'’s billable amount.
Project billable rate v | $ per hour
Budget
Set a budget to track project progress.
Tatal mraiamt fFAame s @ &
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
New project
Client Enter your client’'s name or Choose a client
Project name
Project code
Optional. A code can help identify your project. You can use any combination of numbers or letters.
Starts on Ends on
Dates to
Optional. You'll still be able to track time outside of this date range.
Notes
Z
Optional. Notes are great for anything you need to reference later, like invoice schedules, which you can see when creating an invoice for Fixed Fee projects. Notes
can only be seen by Administrators. Administrators can control access to notes in Settings.
Permissions o Show project report to Administrators and people who manage this project What will people see?
Show project report to everyone on this project What will people see?
Project type ' Time & N!aterlals ‘ ‘ Fixed Fee . Ngn-BlIIabIg
Bill by the hour, with billable rates Bill a set price, regardless of time tracked Not billed to a client
Billable rates
We need billable rates to track your project'’s billable amount.
Project billable rate v | $ per hour
Budget
Set a budget to track project progress.
Tatal mraiamt fFAame s @ &
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

< Back to Projects Q Search by project or client
Dundee
[DU-C-50823] Summer Campaign Time & Materials 2 Edit project Actions v
9 01 May 2023 - 31 May 2023 (1 week left)

This week

$10

$8

$6

$4

$2

— —— Y ]
May 2023 Jun 2023 Jul 2023
Start: 05/01/2023 End: 05/31/2023

Total hours Budget remaining (100%) Internal costs Uninvoiced amount

0.00 $20,000.00 ? N/A $0.00

Billable 0.00 Total budget $20,000.00

Non-billable 0.00
Tasks Team Invoices
All time All time v Export v
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
New project
Client Choose a client... v | or + Newclient
Project name
Project code
Optional. A code can help identify your project. You can use any combination of numbers or letters.
Starts on Ends on
Dates to
Optional. You'll still be able to track time outside of this date range.
Notes
Z
Optional. Notes are great for anything you need to reference later, like invoice schedules, which you can see when creating an invoice for Fixed Fee projects. Notes
can only be seen by Administrators. Administrators can control access to notes in Settings.
Permissions o Show project report to Administrators and people who manage this project What will people see?
Show project report to everyone on this project What will people see?
Project type ' Time & IVIaterlaIs ‘ ‘ Fixed Fee . Ngn-BlIIabIg
Bill by the hour, with billable rates Bill a set price, regardless of time tracked Not billed to a client
Billable rates
We need billable rates to track your project'’s billable amount.
Project billable rate v | $ per hour
Budget
Set a budget to track project progress.
Tatal mraiamt fFAame s @ &
|Permissions o Show project report to Administrators and people who manage this project
Hide this table Administrators Mapagers Managers Members
—_— (can view rates)
Total project hours v v v X
Project budget in hours v v v X
Project budget in fees v v X X
Billable amounts v v X X
Expenses v v v X
Costs v X X X
Show project report to everyone on this project What will people see?
. Time & Materials Fixed Fee Non-Billable
Project type , L h . ’ . .
Bill by the hour, with billable rates Bill a set price, regardless of time tracked Not billed to a client
Billable rates
We need billable rates to track your project'’s billable amount.
Project billable rate v | $ per hour
Budget
Set a budget to track project progress.
Total projectfees v | $
Budget resets every month
Budget includes billable and non-billable project expenses
Send email alerts if project exceeds 80.00 % of budget
|Budget
Set a budget to track project progress.
Total projectfees v | $| 20,000.00
Budget resets every month
Budget includes billable and non-billable project expenses
Send email alerts if project exceeds | 80.00 % of budget
Billable
Tasks Select All / None
X | Business Development
X | Design
X | Marketing
X | Programming
X | Project Management
Add a task...
Manages this project
Team Select All / None
X @ Jane Smith
Need to add other people to this project? Invite them to Harvest!
Save project Cancel
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
+ New project Import Export Q Search by project or client
Projects
Active projects (2) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Example Client
Example Project 50.00 34.00 (N 16.00 (32%) $1,222.75 | Actions v
The Paper Co.
Winter Campaign $0.00 $0.00 $1,168.48 | Actions v
Terms Privacy Status Blog Help
|-_— e
May 2023 Jun 2023 Jul 2023
Start: 05/01/2023 End: 05/31/2023
Total hours Budget remaining (100%) Internal costs Uninvoiced amount
0.00 $20,000.00 N/A $0.00
Billable 0.00 Total budget $20,000.00
Non-billable 0.00
Tasks Team Invoices
All time All time v Export v
Billable tasks Hours A Billable amount Costs
Design 0.00 $0.00 $0.00
Marketing 0.00 $0.00 $0.00
Programming 0.00 $0.00 $0.00
Project Management 0.00 $0.00 $0.00
Total 0.00 $0.00 $0.00
Non-billable tasks Hours A Billable amount Costs
Business Development 0.00 $0.00 $0.00
Total 0.00 $0.00 $0.00
Terms Privacy Status Blog Help


Lifestyle

appName: Clay

appCategory: Productivity

appTagline: Be more thoughtful with the people in your network

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Marketing

hotspotType: Click

pagePatterns:
Footer Section
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pagePatterns:
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Store Page
Footer Section
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pageType: Marketing Marketing Marketing Marketing

screenKeywords:
Clag STORIES  CAREERS  PRICING  ABOUT SIGN IN GET CLAY FREE >
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Embroidered Sweatshirt $75
FIRST EDITION
The limited edition Clay embroidered sweatshirt is designed & embroidered by
artisans in New York City. Wordmark created by the award-winning studio of
Mackey Saturday.

SIZE Xs s M L XL
DETAILS ® 80% organic cotton [ 20% recycled polyester
o Wordmark by Mackey Saturday
o Regular fit crew neck
¢ Dry clean only
e Unisex
ENTER E-MAIL | REMIND ME
|- STORIES RS P GET CLAY FREE -
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clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY .'
|Clay STORIES ~ CAREERS  PRICING = ABOUT SIGN IN w
Embroidered Sweatshirt $75
FIRST EDITION
The limited edition Clay embroidered sweatshirt is designed & embroidered by
artisans in New York City. Wordmark created by the award-winning studio of
Mackey Saturday.

SIZE Xs s @ L XL
DETAILS ® 80% organic cotton [ 20% recycled polyester
o Wordmark by Mackey Saturday
o Regular fit crew neck
¢ Dry clean only
e Unisex
ENTER E-MAIL | REMIND ME


Stories post

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Grid List
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pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Cl2y
Featured Stories
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26TH APRIL 2023 17TH OCTOBER 2022 7TH OCTOBER 2022
The Best Ways to Remember Clay for Real Estate Agents Designing a world we can all
Birthdays truly believe in—Mackey
Saturday, the principal
designer behind Instagram,
Oculus, and Clay.
|Clag STORIES  CAREERS  PRICING  ABOUT SIGN IN m
16TH MAY 2023 - THE CLAY TEAM
Introducing Nexus
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and development, Clay will serve as the people, contacts, and relationship layer that
personalizes all your LLM interactions. Nexus is just the first of many Al features and
products we'll be releasing in the coming weeks.

At our core, Clay’s mission is to help people be more thoughtful with others. From
day one, Clay was designed to remove some of the manual friction and busy work of
being a better friend, networker, and person. Since launching, we've introduced
features that support this evolution, like Reconnect, Reminders, and Advanced
Search, and we find ourselves at the base of another mountain of opportunity as we
question how Clay can use Al to further improve the member experience and the
relationships they maintain.

Clay strives to improve human connection by creating meaningful interactions that
might not happen otherwise, but is never intended to be a replacement for
interaction. Our members have shared numerous examples of how Clay has
improved their thoughtfulness - from big things, like reconnecting with an old friend,
or landing a dream job, to small things, like remembering a friend’s birthday or
someone’s partner’s name.

The constantly evolving technology landscape reminds us to stay true to our mission
of cultivating meaningful personal and professional relationships for our members. As
the world changes and new technology is introduced, how can we use it as a tool to
foster thoughtfulness and connection? Instead of resisting the movement towards Al,
how can we work with it to improve our lives and the lives of those around us? We all
deserve better technology, and Nexus is just the beginning. Learn more or get
started at clay.nexus.

SHARE VIA in L 4
|Clag STORIES ~ CAREERS  PRICING  ABOUT SIGN IN m
Augmenting thoughtfulness with Al
Any new technology feels almost like magic when it is first introduced - exciting, but
potentially disquieting. But as we acclimate to the new technology, we learn how to
use it safely and effectively, at which point it becomes helpful, familiar and
unremarkable. Cars, computers, medicine, and many other modern technologies
were initially met with unease. Today, Artificial Intelligence sparks similar anxieties.
Almost immediately, our mind takes us to worst case scenarios. But, what if we
focused our efforts and imagination on consciously building Al that helped augment
and deepen human relationships?
New technologies add capabilities and efficiencies, but they also limit or remove your
ability to do something. Andy Crouch calls this the Innovation Bargain. Let’s think,
for example, of the invention of the typewriter. We gained speed and efficiency,
making it easier to spread our words and ideas, but lost an aspect of the art of
handwriting. Kids in today’s elementary schools look at cursive as a foreign language
to be deciphered, and even our pens have lost the charm of quill and ink in favor of
speed and cleanliness.
At Clay, we've considered the Innovation Bargain of Al carefully, investigating how
we can use this new tool to build deeper relationships without sacrificing the human
touch. We've talked with our customers, team, advisors and friends to craft an
effortful, thoughtful strategy.
Today, we're excited to release a technical preview of Nexus — the world’s first Al
navigator for your entire network. Nexus is built on top of your Clay account, with
|Featured Stories
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Introducing Nexus The Best Ways to Remember Clay for Real Estate Agents
Birthdays
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Clients

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appCategory: Business

appTagline: Time tracking software with invoicing

pageType: Application

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Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
Clients
+ New client + Add contact Import/Export v
Q Filter by client or contact

Edit Dundee + Add contact

Edit | Example Client + Add contact

Edit | Michael Scott Paper Company + Add contact

Edit | The Paper Co. + Add contact

Edit John Smith

jane2.mobbin.test@gmail.com
Edit | Vance Refrigeration + Add contact
Terms Privacy Status Blog Help


Archive

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Stacked List
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pageType: Application Application Application

screenKeywords:
Clay People & 8 = 0
O, search | Abigail J Smith e
) Home Abigail J Smith
] Jane Smith M . INVITE
Q- Review
jsmith.mobbin@gmail.com .
COLLECTIONS
MOMENTS
® People
® Notes * Birthday plans
LAST EMAIL - TODAY
4 Reminders
* Abigail / Jane
LAST EVENT - 21 DAYS AGO
SHARED WITH ME
i ° test
‘2 Shared People FIRST EVENT - 21 DAYS AGO
* Mobile Design Project
GROUPS + FIRST EMAIL - 29 DAYS AGO
* Starred
¢ NYC Friends SOUREES
You last chatted with Abigail an hour ago via
email. You've had two meetings, most recently
2 weeks ago, and emailed them twice, most
recently an hour ago.
abigailsmith.mobbin@gmail.com
-+ New Person °
|Clay < Archive S
O, search | Jane Smith O

0 Home Jane Smith
. © TODAY

-O: Review

COLLECTIONS

® People

® Notes

4 Reminders

SHARED WITH ME

‘2 Shared People

GROUPS +

* Starred

¢ NYC Friends

+ New Person ©
|Clay People & 8 = 0
ARCHIVE
O search | Abigail J Smith ‘
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Q- Review
COLLECTIONS
MOMENTS
® People
® Notes * Birthday plans
LAST EMAIL - TODAY
4 Reminders
* Abigail / Jane
LAST EVENT - 21 DAYS AGO
SHARED WITH ME
i ° test
‘2 Shared People FIRST EVENT - 21 DAYS AGO
* Mobile Design Project
GROUPS + FIRST EMAIL - 29 DAYS AGO
* Starred
¢ NYC Friends SOUREES
You last chatted with Abigail an hour ago via
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2 weeks ago, and emailed them twice, most
recently an hour ago.
abigailsmith.mobbin@gmail.com
-+ New Person °


Submitting a timesheet for approval

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Acknowledgement & Success

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screenKeywords:
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Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 10:30© 4:150 5:34 0 0:00 0:00 0:00 20:19
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 (© Start  Edit
Brainstorm
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 © start Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Winter Campaign (The Paper Co.) i
H Edit
Project Management 0:30 @ Start :
Total: 5:34
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ¢ Unsubmitted Approved
v/ Timesheet has been submitted for approval. Dismiss
« > Today: Thursday, 18 May 5 ek
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 10:30© 4:150 5:34 0 0:00 0:00 0:00 20:19
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 (© Start  Edit
Brainstorm
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 (O Start | Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Winter Campaign (The Paper Co.) i
H Edit
Project Management 0:30 ® Start :
Total: 5:34
Resubmit week for approval


People

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Clay People & 8 = 0
O, search | Abigail J Smith e
) Home Abigail J Smith
] Jane Smith M . INVITE
Q- Review
jsmith.mobbin@gmail.com .
COLLECTIONS
MOMENTS
® People
® Notes * Birthday plans
LAST EMAIL - TODAY
4 Reminders
* Abigail / Jane
LAST EVENT - 21 DAYS AGO
SHARED WITH ME
i ° test
‘2 Shared People FIRST EVENT - 21 DAYS AGO
* Mobile Design Project
GROUPS + FIRST EMAIL - 29 DAYS AGO
* Starred
¢ NYC Friends SOUREES
You last chatted with Abigail an hour ago via
email. You've had two meetings, most recently
2 weeks ago, and emailed them twice, most
recently an hour ago.
abigailsmith.mobbin@gmail.com
-+ New Person °
|Clay Home L
[e] R . O
\ Search £y Learning the basics (& OVERVIEW
@ Home WELCOME TO CLAY - MAY 18 ‘ PEORLE
Here's a quick introduction to Clay if you're just getting started.
0 Review quick introduction to Clay if you're just getting 3
NOTES

COLLECTIONS {3y Welcome to Clay! ‘ —

WELCOME TO CLAY - MAY 18
® People . , . ) - I MOMENTS

Welcome to the Clay Community! Clay is much better with friends — share an invite with them.
® Notes snare an Ivike 737

Reminders

+ 3y Connect all your accounts

WELCOME TO CLAY - MAY 18
SHARED WITH ME
2 Shared People . . . . . . .

We support email, calendar, Twitter, Facebook, LinkedIn, iMessage, and Contacts. Connect more.
GROUPS +
* Starred 13y Personalized welcome guide

WELCOME TO CLAY - MAY 18

We've brought in 3 people you know over the past 4 months, 4 weeks and created a personalized welcome guide

detailing how to unlock the full power of Clay.

1y Discover your relationships
WELCOME TO CLAY - MAY 18
Search through your relationships in plain English. Here are some examples, personalized for you:
08y Reconnect ®

RECONNECT - MAY 18

Take a moment to reflect on your relationships with Abigail
+ New Person ]


Approved timesheets

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Timesheet Pending approval Unsubmitted Approved
Approved timesheets Jane Smith v
Time period
15 May 2023 - 21 May 2023
08 May 2023 - 14 May 2023
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 B8 oay Teammates
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
Example Project (Example Client) ar
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Wln.ter Campaign (The Paper Co.) 2.00 700 &
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WlnFer Campaign (The Paper Co.) 8:30 0:04 1734 &
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Wu?ter Campaign (The Paper Co.) 2:00 415 0:30 6:45 &
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Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 B8 oay Teammates v
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May -
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Terms Privacy Status Blog Help


Updating a weekly timesheet

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Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
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Terms Privacy Status Blog Help
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Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
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Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
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Terms Privacy Status Blog Help


Starring a contact

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clay < janesmithl.mobbin@gmail.com Gy - v o - L
O, search SOURCES
janesmith1.mobbin@gmail.com
€ Home OWITE M janesmithl.mobbin@gmail.com
‘O Review
COLLECTIONS
® People NOTES
® Notes ¢ Jane Smith is a food blogger from New York
4 Reminders ¢ She loves trying new restaurants and exploring different cuisines.
¢ She has been blogging for over five years and her blog is dedicated to providing her readers with honest reviews and
tips on where to find the best food in the city.
SHARED WITH ME
‘2 Shared People MAY 18 - 05:06 PM
GROUPS +
* Starred
-+ New Person o
|clay < janesmithl.mobbin@gmail.com Gy - w o - L
S STARRED
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janesmith1.mobbin@gmail.com
€ Home OWITE M janesmithl.mobbin@gmail.com
‘O Review
COLLECTIONS
® People NOTES
® Notes ¢ Jane Smith is a food blogger from New York
eminders ¢ She loves trying new restaurants and exploring different cuisines.
4 Remind She | i d loring diff isi
¢ She has been blogging for over five years and her blog is dedicated to providing her readers with honest reviews and
tips on where to find the best food in the city.
SHARED WITH ME
‘2 Shared People MAY 18 - 05:06 PM
GROUPS +
* Starred
-+ New Person o
|clay < janesmithl.mobbin@gmail.com Gy - « O - L
O, search SOURCES
janesmith1.mobbin@gmail.com
€ Home OWITE M janesmithl.mobbin@gmail.com
‘O Review
COLLECTIONS
® People NOTES
® Notes ¢ Jane Smith is a food blogger from New York
4 Reminders ¢ She loves trying new restaurants and exploring different cuisines.
¢ She has been blogging for over five years and her blog is dedicated to providing her readers with honest reviews and
tips on where to find the best food in the city.
SHARED WITH ME
‘2 Shared People MAY 18 - 05:06 PM
GROUPS +
* Starred
-+ New Person o


Recording a payment

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Other Action
Timeline & History

pageType: Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:07pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 Record payment
Payment date 05/18/2023
Amount ($) 100
Notes
4
Save payment Cancel
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
|Invoice history
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
Payment received on 05/18/2023.
G v " $100.00 X
Jane Smith on 05/18/2023 at 3:07pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
G Reopened invoice.
Jane Smith on 05/18/2023 at 3:07pm
View message
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
G Invoice written-off.
Jane Smith on 05/18/2023 at 3:07pm
View message
G Invoice updated.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice marked as draft.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:05pm
G Sent invoice to John Smith <jane2.mobbin.test@gmail.com>.
Jane Smith on 05/18/2023 at 3:05pm
View message
G Invoice marked as sent.
Jane Smith on 05/12/2023 at 12:00am
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ $100.00 payment recorded. Dismiss
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:07pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Editinvoice | Actions v Balance: $20,224.00 = Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Subtotal $20,324.00
Payments -$100.00
Amount Due  $20,224.00
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:07pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00  Record payment
Payment date 05/18/2023
Amount ($) 20,324.00
Notes
4
Save payment Cancel
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)


Terms of use

pagePatterns:
Terms & Privacy Page
Terms & Privacy Page

pageType: Marketing Marketing Marketing

screenKeywords:
our rioinic \JIUUIJ IVICITIVCT S
Integrations Account & Settings
Gmail and Google Calendar Billing
Outlook and Office 365 Themes
LinkedIn Export to CSV
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Terms of Use
Updated 9 months ago - ~24 minute read
This site and the mobile and desktop applications and services available in connection with this
site and mobile application (the “App”) are made available to you by Clay Software, Inc. (‘Clay”,
“We") subject to these Terms of Service, including those set forth in the Privacy Policy (the
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and be bound by the Terms, which may be updated by us from time to time without notice to
you. You can review the most current version of the Terms at any time here. We and third-party
providers may make improvements and/or changes in the products, services, mobile
applications, features, programs, and prices described in this App at any time without notice.
Certain provisions of the Terms may be supplemented or superseded by expressly designated
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please do not use this App. BY CONTINUING TO USE THE APP, YOU ARE INDICATING
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We reserve the right at any time and from time to time to modify or discontinue, temporarily or
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Subscription payments, renewals, and cancellation

To the extent the Service or any portion thereof is made available for any fee, you will be
required to select a payment plan and provide Clay information regarding your credit card or
other payment instruments. You represent and warrant to Clay that such information is true and
that you are authorized to use the payment instrument. You will promptly update your account
information with any changes (for example, a change in your billing address or credit card
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your agreement to pay the changed amount. You shall be responsible for all taxes associated
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User Conduct

You are solely responsible for maintaining the confidentiality of the password associated with


Editing a note

screenElements:
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Text Field

screenPatterns:
Bookmarks & Collections
Edit

screenKeywords:
Clay Notes ks
O, search | Jane Smith M Jane's birthday is on May 27 10pm (venue unconfirmed) 2 X MAY 19 2023 ‘
©) Home ]
John Smith ® © Met John at coffee club in NYC MAY 18 2023 .
‘O Review
Jane Smith M Jane Smith is a food blogger from New York She loves trying new restaurants and exploring different ... MAY 18 2023 ‘
COLLECTIONS
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
* Starred
¢ Coffee Club
¢ NYC Friends
-+ New Person *
|Clay Notes 3
O, search | Jane Smith M Jane's birthday is on May 27 10pm 2 X MAY 18 2023 ‘
©) Home ]
John Smith ® © Met John at coffee club in NYC MAY 18 2023 .
‘O Review
Jane Smith M Jane Smith is a food blogger from New York She loves trying new restaurants and exploring different ... MAY 18 2023 .
COLLECTIONS
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
* Starred
¢ Coffee Club
¢ NYC Friends
-+ New Person *
|clay Notes "
O search Jane Smith M Jane's birthday is on May 27 10pm MAY 18 2023 .
@ Home MAY 18 - 06:20 PM - ¢5 MAY 27 - 10:00 PM V4
‘O Review
John Smith ® © Met John at coffee club in NYC MAY 18 2023 ’
COLLECTIONS
Jane Smith M Jane Smith is a food blogger from New York She loves trying new restaurants and exploring different ... MAY 18 2023 .
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
* Starred
¢ Coffee Club
¢ NYC Friends
-+ New Person *
|Clay Notes 3
O, search Jane Smith m Jane's birthday is on May 27 10pm (venue unconfirmed) MAY 19 2023 ‘
@ Home MAY 19 - 03:38 PM N4
‘O Review
John Smith ® © Met John at coffee club in NYC MAY 18 2023 ’
COLLECTIONS
Jane Smith M Jane Smith is a food blogger from New York She loves trying new restaurants and exploring different ... MAY 18 2023 .
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
* Starred
¢ Coffee Club
¢ NYC Friends
-+ New Person *


Adding a new group

screenElements:
Color Picker
Side Navigation
Stacked List
Text Field

screenPatterns:
Home
Dark Mode
Add & Create

screenKeywords:
Clay « Coffee Club + v "
HIGHLIGHT
O, search
©) Home o o o o o o
0! Review ® o o o o o
COLLECTIONS . . ‘
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
@ Starred Add People
¢ NYC Friends .
Add anyone to this group by
tapping + ortyping A
-+ New Person *
|Clay - Coffee Club + v "
HIGHLIGHT

O, search Abigail J Smith .

©) Home o o © o o o

] jsmith.mobbin@gmail.com .

16" Review e © o o o o

COLLECTIONS . . .

® People

® Notes

4 Reminders

SHARED WITH ME

‘2 Shared People

GROUPS +

* Starred

¢ NYC Friends

-+ New Person o
|Clay Home L
[e] R . O
\ Search £y Learning the basics (& OVERVIEW
@ Home WELCOME TO CLAY - MAY 18 ‘ PEORLE
Here's a quick introduction to Clay if you're just getting started.
0 Review quick introduction to Clay if you're just getting 3
NOTES

COLLECTIONS {3y Welcome to Clay! ‘ —

WELCOME TO CLAY - MAY 18
® People . , . ) - I MOMENTS

Welcome to the Clay Community! Clay is much better with friends — share an invite with them.
® Notes snare an Ivike 737

Reminders

+ 3y Connect all your accounts

WELCOME TO CLAY - MAY 18
SHARED WITH ME
2 Shared People . . . . . . .

We support email, calendar, Twitter, Facebook, LinkedIn, iMessage, and Contacts. Connect more.
GROUPS +
* Starred 13y Personalized welcome guide

WELCOME TO CLAY - MAY 18

We've brought in 3 people you know over the past 4 months, 4 weeks and created a personalized welcome guide

detailing how to unlock the full power of Clay.

1y Discover your relationships
WELCOME TO CLAY - MAY 18
Search through your relationships in plain English. Here are some examples, personalized for you:
08y Reconnect ®

RECONNECT - MAY 18

Take a moment to reflect on your relationships with Abigail
+ New Person ]
|Clay « New Group + v "
HIGHLIGHT
O, search
©) Home o o o o o o
0! Review ® o o o o o
COLLECTIONS . . .
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS +
@ Starred Add People
¢ NYC Friends .
Add anyone to this group by
tapping + ortyping A
-+ New Person o
|Clay < « Coffee Club 2 2 may 18 2023 - & .- '
O, search | jsmith.mobbin@gmail.com .
) Home jsmith.mobbin@gmail.com
] Abigail J Smith . INVITE
Q- Review
COLLECTIONS
MOMENTS
® People
® Notes * Weekly Team Catchup
UPCOMING EVENT - WED - 9:00 PM - 10:00 PM
4 Reminders
« Birthday plans
LAST EMAIL - TODAY
SHARED WITH ME
i * Weekly Team Catchup
72 Shared People LAST EVENT - 6 DAYS AGO
* Kickoff meeting
GROUPS + FIRST EVENT - 2 MONTHS AGO
* Starred * Kickoff Meeting
* Coffee Club FIRST EMAIL - 2 MONTHS AGO
¢ NYC Friends
SOURCES
You last chatted an hour ago via email. You've
had 7 meetings, most recently 5 days ago, and
emailed them 3 times, most recently an hour
ago.
jsmith.mobbin@gmail.com
-+ New Person o


View an attachment

screenKeywords:
East Repair Inc. RECEIPT
1912 Harvest Lane
New York, NY 12210
Bill To Ship To Receipt # UsS-001
John Smith John Smith Receipt Date 11/02/2019
2 Court Square 3787 Pineview Drive
New York, NY 12210 Cambridge, MA 12210 Po# 231212019
Due Date 26/02/2019
Qty DESCRIPTION UNIT PRICE AMOUNT
1 Front and rear brake cables 100.00 100.00
2 New set of pedal arms. 15.00 30.00
3 | Labor3hrs 5.00 15.00
Subtotal 145.00
Sales Tax 6.25% 9.06
TOTAL $154.06
Terms & Conditions
Payment is due within 15 days
Please make checks payable to: East Repair Inc.
View full size | Print
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/24/2023 Example Project v
Mileage v
miles
Notes (optional)
@ Attach receipt
This expense is billable

22 - 28 May 2023 Submit for approval
Wed, 24 May Example Project (Example Client)

Mileage [50.00 miles] ( Billable $32.75 Edit

Fuel

Total: $32.75

15 - 21 May 2023 Submit for approval
Thu, 18 May  Winter Qampaign (The Paper Co.) $31.00 Edit

Meals ( Billable
Thu, 18 May  Winter Qampalgn (The Paper Co.) $25.20 @ | Edt

Meals ( Billable
Thu, 18 May = Winter Campaign (The Paper Co.)


Marking an invoice as sent

screenPatterns:
Other Action
Other Action

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Invoice marked as sent. Dismiss
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
Sent at 05/12/2023
INVOICE —@
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due $20,324.00
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Edit invoice | Actions v | Balance: $20,324.00 = Record payment
Mark as sent
Duplicate
INVOICE
Create recurring
Delete
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Edit invoice Actions v Balance: $20,324.00  Record payment
Sent at | 05/18/2023 I
m < May 2023 >
Mo Tu We Th Fr Sa Su
i 2 3 4 5 6 7
8 9 10 11 12 13 14
INVOICE 15 16 1719 20 21 From Hyperion
22 23 24 25 26 27 28
29 30 31 1 2 3 4
5 6 7 8 9 10 11
Invoice ID 1 — Invoice For ' The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due $20,324.00
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
Sent at 05/18/2023
INVOICE —@
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due $20,324.00


Editing a time entry

screenPatterns: Edit Edit

screenKeywords:
Edit time entry for Thursday, 18 May
Project / Task
The Paper Co. v
Winter Campaign
Design v
Notes (optional) 636
Update entry Cancel Change date
|Edit time entry for Tuesday, 16 May
Project / Task
The Paper Co. ¥
Winter Campaign
Design v
Notes (optional) 636
Update entry Cancel 05/16/2023
|Edit time entry for Thursday, 18 May

Project / Task

The Paper Co. v

Winter Campaign

Design v

Notes (optional) 636

Update entry Cancel | O|5/18/2023 l
< May 2023 >
Mo Tu We Th Fr Sa Su
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17|18|19 20 21
22 23 24 25 26 27 28
29 3031 1 2 3 4
5 6 7 8 9 10 11
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
v/ Time entry updated.
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 6:36 ® 0:00 5:04 © 0:00 0:00 0:00 11:40
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 (© Start  Edit
Brainstorm
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 (O Start | Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Total: 5:04
Submit week for approval
Terms Privacy Status Blog Help


Project detail

screenElements:
Search Bar
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screenPatterns:
Other Content
Dashboard
Charts

screenElements: Accordion Avatar Tab

screenElements:
Card
Progress Indicator
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Avatar
Tab
Search Bar
Progress Indicator
Tooltip

screenPatterns:
Other Content
Dashboard
Charts
Other Content
Other Content
Dashboard
Charts
Other Content

pageType: Application Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
< Back to Projects Q Search by project or client
Example Client
Exam ple Project Time & Materials 2 Edit project Actions v
This is an example project to help you trial Harvest. You can track time to this project and see what insights you can get
from our reports! Feel free to make any edits you want to this project or even delete it.
Hours This week
40
e @ mmmmmmm = @
30
20
10
May 2023 Jun 2023 Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 ? $1,222.75 $3,432.75
Billable 34.00 Total budget 50.00 Time $1,190.00 New invoice
Non-billable 0.00 [ ] Expenses $32.75
Tasks Team Invoices
A1l o* .. ANl a* - .
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
< Back to Projects Q Search by project or client
Example Client
Exam ple P roject Time & Materials 2 Edit project Actions v
This is an example project to help you trial Harvest. You can track time to this project and see what insights you can get
from our renorts! Feel free to make any edits you want to this project or even delete it.
08 - 14 May 2023 (Week 1) |
yer week
Total hours Billable hours
34.00 34.00 (100%) L
T A\
30
20
10
May 2023 Jun 2023 Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 ? $1,222.75 $3,432.75
Billable 34.00 Total budget 50.00 Time $1,190.00 New invoice
Non-billable 0.00 [ ] Expenses $32.75
Tasks Team Invoices
A1l o* .. ANl a* - .
|May 2023 I Jun 2023 I Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 $1,222.75 $3,432.75
Billable 34.00 Total budget 50.00 Time $1,190.00 New invoice
Non-billable 0.00 [ ] Expenses $32.75
Tasks Team Invoices
All time All time v Export v
Billable tasks Hours A Billable amount Costs
v Marketing 19.00 $1,900.00 $665.00
@ Jane Smith ( Manager 19.00 $1,900.00 $665.00
> Design 6.00 $600.00 $210.00
> Programming 6.00 $600.00 $210.00
> Project Management 3.00 $300.00 $105.00
Total 34.00 $3,400.00 $1,190.00
Non-billable tasks Hours A Billable amount Costs
Business Development 0.00 $0.00 $0.00
Total 0.00 $0.00 $0.00
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
< Back to Projects Q Search by project or client
Example Client
Exam ple P roject Time & Materials 2 Edit project Actions v
This is an example project to help you trial Harvest. You can track time to this project and see what insights you can get
from our reports! Feel free to make any edits you want to this project or even delete it.
Hours This week
40
30
20
10
May 2023 Jun 2023 Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 ? $1,222.75 $3,432.75
Billable 34.00 Total budget 50.00 Time $1,190.00 New invoice
Non-billable 0.00 [ ] Expenses $32.75
Tasks Team Invoices
A1l o* .. ANl a* - .
|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help
|May 2023 Jun 2023 Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 $1,222.75 $3,432.75
Billable 34.00 Total budget 50.00 Time $1,190.00 New invoice
Non-billable 0.00 [ ] Expenses $32.75
Tasks Team Invoices
All time All time v Export v
Billable tasks Hours A Billable amount Costs
> Marketing 19.00 $1,900.00 $665.00
> Design 6.00 $600.00 $210.00
> Programming 6.00 $600.00 $210.00
> Project Management 3.00 $300.00 $105.00
Total 34.00 $3,400.00 $1,190.00
Non-billable tasks Hours A Billable amount Costs
Business Development 0.00 $0.00 $0.00
Total 0.00 $0.00 $0.00
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
< Back to Projects Q Search by project or client
Example Client
Exam ple P roject Time & Materials 2 Edit project Actions v
This is an example project to help you trial Harvest. You can track time to this project and see what insights you can get
from our reports! Feel free to make any edits you want to this project or even delete it.
Hours This week
40
30
20
10
May 2023 Jun 2023 Jul 2023
Total hours Budget remaining (32%) Internal costs Uninvoiced amount
34.00 16.00 O $1,222.75 $3,432.75
Billable 34.00 o Time $1,190.00 New invoice
. Total budget 50.00 -
Non-billable 0.00 Expenses $32.75
Budget spent 34.00
Comparing both billable and non-billable
hours to project budget.
Tasks Team Invoices
A1l o* .. ANl a* - .


Deleting a project

screenPatterns: Delete Confirmation

screenElements:
Dialog
Dropdown Menu

screenPatterns:
Delete
Delete
Confirmation
Action Option

screenKeywords:
Deleting “Winter Campaign COPY"
This action will remove this project from your
account; if you just want to hide this project, we
recommend archiving it instead.
This action will also delete:
¢ Time tracked to this project.
¢ Expenses tracked to this project.
¢ Retainers linked to this project.
This action will not delete:
¢ Linked invoices. Any linked invoices will be
unlinked from this project.
Type "DELETE" to confirm
DELETE
Cancel
|Deleting “Winter Campaign COPY"
This action will remove this project from your
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recommend archiving it instead.
This action will also delete:

¢ Time tracked to this project.

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|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.0 Pin ]
[PRNTVANCE] Printer Paper Supply 0.00 g0 Duplicate |
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|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v

Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v


Projects

screenKeywords:
Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
+ New project Import Export Q Search by project or client
Projects
Active projects (2) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Example Client
Example Project 50.00 34.00 (N 16.00 (32%) $1,222.75 | Actions v
The Paper Co.
Winter Campaign $0.00 $0.00 $1,168.48 | Actions v
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View a profile

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screenKeywords:
Clag < 20th century fox
Andrew Pruett
Paul Steinke
Dennis Dawson
|HE
100 thieves
1031 exchange
109
1800flowers.com
20th century fox
21st-century learning
21st century skills
23andme
24
2d
2d animation
2d design
2u
3.0
30 under 30
35mm film
360
1 2 3 4 5 Next Last
|Clag + GLOBAL PROFILE
d with Clay -
oo A tfully designed relationship
& Andrew Pruett LOS ANGELES, CALIFORNIA, UNITED STATES manager for macOS and i0S.
O CLAY
[y
INFO
This public profile is provided
SOCIAL p p p
courtesy of Clay. All information
[]
|n found here is in the public domain.
Contact Us
SUMMARY
Claim Profile
Suggest Edit
Andrew Pruett is an experienced media and business development executive with
expertise in deal architecture and versatile communication abilities. He holds a Bachelor
of Science in Broadcasting with a 3.8 GPA from John Brown University, and his book of
work includes impressive accomplishments from well-known studios such as 20th
Century Fox, Paramount Pictures, Sony, Universal, and Walt Disney Studios. Andrew is a
dedicated professional, and his various roles as vice president of advertising at Quattro
Wireless or former president & CEO at NRG Esports illustrate his commitment to
building successful business relationships. However, his passions extend beyond the
corporate realm, as demonstrated by his love of music, film, skiing, mountain biking, and
reading. Andrew's professional and personal achievements ushered him into a life of
humility and appreciation. He was honored with the National Deans List recognition and
received an academic scholarship from John Brown University.


Moving hours to another project

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Move hours to another project
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Summer Campaign.
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Dundee
[DU-C-S0823] Summer Campaign
Example Client
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Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries
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move
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
Detailed time report: 05/01/2023 — 05/31/2023 Change filters
Total hours 3 Clients Dundee, Example Client, The Paper Co.
65.31 3 Projects Example Project, Summer Campaign, Winter Campaign
58.31 Uninvoiced billable hours Tasks All tasks
Team Everyone
Show: All hours v || Group by: Date v Active projects only Actions v | Export v =
Client Project Task B Mark selected hours as invoiced e
05/08/2023 Mark selected hours as uninvoiced 3.00
Example Client Example Project Design Pra Move selected hours to another project 3.00
05/09/2023 Move selected hours to another task 19.00
Example Client Example Project Marketing Project Manager Jane Smith 16.00
Example Client Example Project Programming Project Manager Jane Smith 3.00
05/11/2023 6.00
Example Client Example Project Programming Project Manager Jane Smith 3.00
Example Client Example Project Marketing Project Manager Jane Smith 3.00
05/12/2023 3.00
Example Client Example Project Project Management Project Manager Jane Smith 3.00
05/13/2023 3.00
e R o Y P e o o Mo ! ™ o o e [ YL T O [P | P o YRS W ~ AN
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
v/ We've moved 3 entries to the project Summer Campaign. \We've highlighted them for you below. Closing this alert will remove the highlight from these =~ Dismiss
entries.

Detailed time report: 05/01/2023 — 05/31/2023 Change filters

Total hours 3 Clients Dundee, Example Client, The Paper Co.

65.31 3 Projects Example Project, Summer Campaign, Winter Campaign

58.31 Uninvoiced billable hours Tasks All tasks

Team Everyone
Show: All hours v || Group by: Date v Active projects only Actions v || Export v | &

Client Project Task Roles Person Hours
05/08/2023 3.00
Dundee [DU-C-S0823] Summer Campaign Design Project Manager Jane Smith 3.00
05/09/2023 19.00
Dundee [DU-C-S0823] Summer Campaign Marketing Project Manager Jane Smith 16.00
Dundee [DU-C-S0823] Summer Campaign Programming Project Manager Jane Smith 3.00
05/11/2023 6.00
Example Client Example Project Programming Project Manager Jane Smith 3.00
Example Client Example Project Marketing Project Manager Jane Smith 3.00
05/12/2023 3.00


Editing group

screenKeywords:
Clay - Coffee Club + v "
- HIGHLIGHT
O, search jsmith.mobbin@gmail.com .
©) Home o o () o o o
_ Abigail J Smith »
0 Review e © o o o o
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4 Reminders Adjust the Reconnect cadence of this group.
® W
SHARED WITH ME = £ 2 2 O (\\
2 Shared People VALY
GROUPS +
* Starred
* Coffee Club
¢ NYC Friends
-+ New Person o
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©) Home o o () o o o
_ Abigail J Smith »
0’ Review e o o o o o
COLLECTIONS o ® o
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4 Reminders Adjust the Reconnect cadence of this group.
® N
SHARED WITH ME = £ 2 2 O (\\
‘2 Shared People
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¢ NYC Friends
-+ New Person o
|Clay < « CoffeeClub 2 2 maY 182023 - “ X L
L R R i 3
O, search | jsmith.mobbin@gmail.com 7 EeliEey )
©) Home + Add Pecple & jsmith.mobbin@gmail.com
) Abigail J Smith © Copy email addresses ) INVITE
O Review
@ Copy phone humbers
COLLECTIONS X Delete Group
MOMENTS
® People
® Notes * Weekly Team Catchup
UPCOMING EVENT - WED - 9:00 PM - 10:00 PM
4 Reminders
« Birthday plans
LAST EMAIL - TODAY
SHARED WITH ME
* Weekly Team Catchup
‘2 Shared People
LAST EVENT - 6 DAYS AGO
* Kickoff meeting
GROUPS + FIRST EVENT - 2 MONTHS AGO
* Starred * Kickoff Meeting
* Coffee Club FIRST EMAIL - 2 MONTHS AGO
¢ NYC Friends
SOURCES
You last chatted an hour ago via email. You've
had 7 meetings, most recently 5 days ago, and
emailed them 3 times, most recently an hour
ago.
jsmith.mobbin@gmail.com
-+ New Person o
|Clay < « Coffee Club 2 2 may 18 2023 - & .- '
O, search | jsmith.mobbin@gmail.com .
) Home jsmith.mobbin@gmail.com
] Abigail J Smith . INVITE
Q- Review
COLLECTIONS
MOMENTS
® People
® Notes * Weekly Team Catchup
UPCOMING EVENT - WED - 9:00 PM - 10:00 PM
4 Reminders
« Birthday plans
LAST EMAIL - TODAY
SHARED WITH ME
i * Weekly Team Catchup
72 Shared People LAST EVENT - 6 DAYS AGO
* Kickoff meeting
GROUPS + FIRST EVENT - 2 MONTHS AGO
* Starred * Kickoff Meeting
* Coffee Club FIRST EMAIL - 2 MONTHS AGO
¢ NYC Friends
SOURCES
You last chatted an hour ago via email. You've
had 7 meetings, most recently 5 days ago, and
emailed them 3 times, most recently an hour
ago.
jsmith.mobbin@gmail.com
-+ New Person o
|Clay « Coffee Club + v L
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©) Home o o () o o o
_ Abigail J Smith »
0’ Review e o o o o o
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® N
SHARED WITH ME = £ 2 £ O (\\
‘2 Shared People
GROUPS +
* Starred
* Coffee Club
¢ NYC Friends
-+ New Person o


Giving feedback

screenKeywords:
Clay < Nexus PREVIEW '
O, search Draft an email to Jane Smith asking if they would like to catch up soon ) CONVERSATIONS
\
) Home
N e e NEW CONVERSATION +
O Review
Subject: Let's catch up soon!
COLLECTIONS
Hi Jane,
® People
® Notes How are you doing? It's been a while since we last talked and | was wondering if you'd like to catch up sometime
4 Reminders soon. I'd love to hear about what you've been up to lately, especially with your food blogging and reviewing.
Maybe we could grab a bite at one of your favorite spots in the city?
SHARED WITH ME Let me know if that works for you and we can coordinate a time that works best.
‘2 Shared People
Best,
NEN
GROUPS +
% Starred . Jane Smith Q& @
¢ Coffee Club
* NYC Friends Where should | meet Jane?
You could suggest meeting at a restaurant or café that Jane has previously reviewed and enjoyed. Based on my
memory, some of her favorite food spots in NYC include Prune, Momofuku Noodle Bar, and Russ & Daughters
Cafe. If you let me know what type of cuisine you're looking for, | could provide more specific recommendations.
. Jane Smith Q& @
We both like desserts
Alternatively, if you prefer a more casual setting, you could suggest meeting at a park or a coffee shop.
. Jane Smith Q& @
-+ New Person ° Long conversations may confuse Nexus. For best results, start a new conversation. )
|Clay < Nexus PREVIEW '
O, search Draft an email to Jane Smith asking if they would like to catch up soon ) CONVERSATIONS
\
) Home
N e e NEW CONVERSATION +
O Review
Subject: Let's catch up soon!
COLLECTIONS
Hi Jane,
® People
® Notes How are you doing? It's been a while since we last talked and | was wondering if you'd like to catch up sometime
4 Reminders soon. I'd love to hear about what you've been up to lately, especially with your food blogging and reviewing.
Maybe we could grab a bite at one of your favorite spots in the city?
SHARED WITH ME Let me know if that works for you and we can coordinate a time that works best.
‘2 Shared People
Best,
NEN
GROUPS +
% Starred . Jane Smith Q& @
¢ Coffee Club
* NYC Friends Where should | meet Jane?
You could suggest meeting at a restaurant or café that Jane has previously reviewed and enjoyed. Based on my
memory, some of her favorite food spots in NYC include Prune, Momofuku Noodle Bar, and Russ & Daughters
Cafe. If you let me know what type of cuisine you're looking for, | could provide more specific recommendations.
. Jane Smith Q& @
We both like desserts
Alternatively, if you prefer a more casual setting, you could suggest meeting at a park or a coffee shop.
. Jane Smith Q& @
-+ New Person ° Long conversations may confuse Nexus. For best results, start a new conversation. ) ©) THANS FER THE FEEPBACI


Removing a payment

screenPatterns:
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Delete

screenKeywords:
Invoice history
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
Payment received on 05/18/2023.
G v " $100.00 X
Jane Smith on 05/18/2023 at 3:07pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
G Reopened invoice.
Jane Smith on 05/18/2023 at 3:07pm
View message
G Invoice updated.
Jane Smith on 05/18/2023 at 3:07pm
G Invoice written-off.
Jane Smith on 05/18/2023 at 3:07pm
View message
G Invoice updated.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice marked as draft.
Jane Smith on 05/18/2023 at 3:06pm
G Invoice updated.
Jane Smith on 05/18/2023 at 3:05pm
G Sent invoice to John Smith <jane2.mobbin.test@gmail.com>.
Jane Smith on 05/18/2023 at 3:05pm
View message
G Invoice marked as sent.
Jane Smith on 05/12/2023 at 12:00am
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Payment of $100.00 made on 05/18/2023 has been removed. Dismiss
'
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:07pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 = Record payment
INVOICE @ From | Hyperion
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
|Remove payment
This will remove the payment record on
05/18/2023 for $100.00.
Cancel


Putting my account on hold

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View all OAuth2 API clients View all Harvest integrations
Sample data
Samples make it easy to test time tracking, and understand what Harvest looks like with a full team of
people tracking time to different projects. Learn more
Add sample data
Import data
Import time and expenses into Harvest. You can also import projects, people, and clients from their
respective pages.
Import time Import expenses Revert an import
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and tasks from their respective pages.
Export all time Export all invoices
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Close account
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
We'll mi Jane!
e 1l mMISS you, Janhe:
Okay, here's what to expect...
N/
e Your Harvest account will be put on hold immediately. \/ \\
¢ You'll no longer be charged for Harvest. ;/\\
¢ We'll email you a link to download your Harvest data. The link will Iy
expire in one week. 7IN
o We'll keep your Harvest data for 6 months, free of charge. You can
reactivate your account at any time during that window by upgrading ,
to a new plan. ‘
o If you don't reactivate, we'll securely delete your Harvest data after 6
months. There are no recovery options. g
—
Thanks for using Harvest! F
Before you go, would you mind letting us know why? Your feedback will help us make Harvest
better for other people.
Affected by the COVID-19 pandemic
Harvest is not working for our needs
We couldn't get our team to track time
© We don't need time tracking now
Did something change?
2
My business is closing
It's too expensive
Other
3’2 Updating... Cancel
If you're having any trouble with Harvest, please get in touch. We're here to help.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
We'll mi Jane!
e 1l mMISS you, Janhe:
Okay, here's what to expect...
N/
e Your Harvest account will be put on hold immediately. \/ \\
¢ You'll no longer be charged for Harvest. ;/\\
e We'll email you a link to download your Harvest data. The link will Iy
expire in one week. 7IN
* We'll keep your Harvest data for 6 months, free of charge. You can
reactivate your account at any time during that window by upgrading ,
to a new plan. ‘
o If you don't reactivate, we'll securely delete your Harvest data after 6
months. There are no recovery options. g
—
Thanks for using Harvest! F
Before you go, would you mind letting us know why? Your feedback will help us make Harvest
better for other people.
Affected by the COVID-19 pandemic
Harvest is not working for our needs
We couldn't get our team to track time
© We don't need time tracking now
Did something change?
2
My business is closing
It's too expensive
Other
Put my account on hold Cancel
If you're having any trouble with Harvest, please get in touch. We're here to help.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
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Put my account on hold
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"r" harvest Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
We'll mi Jane!
e 1l mMISS you, Janhe:
Okay, here's what to expect...
N/
e Your Harvest account will be put on hold immediately. \/ \\
¢ You'll no longer be charged for Harvest. ;/\\
e We'll email you a link to download your Harvest data. The link will Iy
expire in one week. 7IN
* We'll keep your Harvest data for 6 months, free of charge. You can
reactivate your account at any time during that window by upgrading ,
to a new plan. ‘
o If you don't reactivate, we'll securely delete your Harvest data after 6
months. There are no recovery options. g
—
Thanks for using Harvest! F
Before you go, would you mind letting us know why? Your feedback will help us make Harvest
better for other people.
Affected by the COVID-19 pandemic
Harvest is not working for our needs
We couldn't get our team to track time
We don't need time tracking now
My business is closing
It's too expensive
Other
Put my account on hold Cancel
If you're having any trouble with Harvest, please get in touch. We're here to help.
Terms Privacy Status Blog Help
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
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We really appreciate all the time you've tracked with us so far!
We'll periodically remind you that your account is on hold. You can reactivate
at any time within 6 months and pick up right where you left off! If there's
anything we could be doing better, please don’t hesitate to let us know.
Until we meet again, friend. :)


Nexus

screenPatterns:
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screenPatterns:
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screenKeywords:
clay Nexus PREVIEW @
O, search (D CONVERSATIONS
©) Home —
NEW CONVERSATION +
“O: Review
COLLECTIONS
® People
® Notes
4 Reminders
SHARED WITH ME
2 Shared People
GROUPS + @
tarr A
@ Starred Search for someone to ask Nexus a question about!
MORE EXAMPLES >
.
~+ New Person .
|13y Nexus PREVIEW @
O, search (D CONVERSATIONS
©) Home
NEW CONVERSATION +
‘O Review
COLLECTIONS
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS + @
® Starred What can | ask Nexus?
e Coffee Club i i
Anything really. Here are some ideas!
¢ NYC Friends
MORE EXAMPLES >
b
-+ New Person . ‘
|Clay Home L
[e] R . O
\ Search £y Learning the basics (& OVERVIEW
@ Home WELCOME TO CLAY - MAY 18 ‘ PEORLE
Here's a quick introduction to Clay if you're just getting started.
0 Review quick introduction to Clay if you're just getting 3
NOTES

COLLECTIONS {3y Welcome to Clay! ‘ —

WELCOME TO CLAY - MAY 18
® People . , . ) - I MOMENTS

Welcome to the Clay Community! Clay is much better with friends — share an invite with them.
® Notes snare an Ivike 737

Reminders

+ 3y Connect all your accounts

WELCOME TO CLAY - MAY 18
SHARED WITH ME
2 Shared People . . . . . . .

We support email, calendar, Twitter, Facebook, LinkedIn, iMessage, and Contacts. Connect more.
GROUPS +
* Starred 13y Personalized welcome guide

WELCOME TO CLAY - MAY 18

We've brought in 3 people you know over the past 4 months, 4 weeks and created a personalized welcome guide

detailing how to unlock the full power of Clay.

1y Discover your relationships
WELCOME TO CLAY - MAY 18
Search through your relationships in plain English. Here are some examples, personalized for you:
08y Reconnect ®

RECONNECT - MAY 18

Take a moment to reflect on your relationships with Abigail
+ New Person ]
|Clay Home L
[e] R . O
\ Search £y Learning the basics (& OVERVIEW
@ Home WELCOME TO CLAY - MAY 18 ‘ PEORLE
Here's a quick introduction to Clay if you're just getting started.
0 Review quick introduction to Clay if you're just getting 4
NOTES
COLLECTIONS {3y Welcome to Clay! ‘ 3
WELCOME TO CLAY - MAY 18
® People . , . ) - I MOMENTS
Welcome to the Clay Community! Clay is much better with friends — share an invite with them.
® Notes snare an Ivike 737
Reminders
+ 3y Connect all your accounts
WELCOME TO CLAY - MAY 18
SHARED WITH ME
2 Shared People . . . . . . .
We support email, calendar, Twitter, Facebook, LinkedIn, iMessage, and Contacts. Connect more.
GROUPS +
* Starred 13y Personalized welcome guide
« Coffee Club WELCOME TO CLAY - MAY 18
e« NYC Friends We've brought in 3 people you know over the past 4 months, 4 weeks and created a personalized welcome guide
detailing how to unlock the full power of Clay.
1y Discover your relationships
WELCOME TO CLAY - MAY 18
Search through your relationships in plain English. Here are some examples, personalized for you:
08y Reconnect ®
RECONNECT - MAY 18
Take a moment to reflect on your relationships with Abigail
-+ New Person ° NEXUS


Library

pagePatterns:
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|New to Clay? Best Practices
Getting Started Organizing Clay with Groups and Tags
The Clay Method Pro Tips
A Day in the Life Note Taking
Navigation Clay for Executive Assistants
Using Clay What's New
Getting Started with Nexus Clay’s Community Forum and a Twitter Update
Search ® Bug fixes and a design highlight
Home @ Upcoming Birthdays and Additions to Clay’s
Revi YouTube Channel
eview
Notes Group Sharing
Reminders Clay’s all new search
See all 7 articles & Introducing Clay for Windows
See all 59 articles
Contacts & Your Profile Groups
About Cards Starred
Contact Cards Groups
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|Clag Go to clay.earth
O, How can we help? Search
Welcome to the Clay Library.
Learn more about Clay’s features, integrations, and
best practices — all in one place.
Promoted articles
Getting Started with Nexus
New to Clay? Best Practices
Getting Started Organizing Clay with Groups and Tags
The Clay Method Pro Tips
A Day in the Life Note Taking
Navigation Clay for Executive Assistants


Withdrawing an approval

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Terms Privacy Status Blog Help
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Terms Privacy Status Blog Help
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Marking all as reviewed

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15 May 2023 - 21 May 2023
Jane Smith 31:19 hours (78% billable)
08 May 2023 - 14 May 2023
Jane Smith 34:00 hours (100% billable)
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Terms Privacy Status Blog Help
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Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
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VY,
|Send an email to Jane Smith
LGTM
VY,


Pending approval

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Directory

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21st century skills
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pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
"r" harvest Why Harvest? Features Customers Integrations Pricing Signin
FEATURES
Everything you need to keep your team ticking
Time tracking software that helps you keep time and get insights.
i & E
Time Tracking Reports & Analysis Invoicing & Payments
Simple and intuitive time tracking Unlock the insights that help your Seamless invoicing and fast
your team will love. business thrive. online payments.
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
Free 30-day trial. No credit card required.
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Finally, an easy way to track time across projects. Instant reports, seamless
iInvoicing and payments, and integrations with the tools your team loves.
Your work email Get Started
Free 30-day trial. No credit card required.
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Home Customer stories About us
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Integrations Integrate with Harvest Contact us
Apps Time Well Spent
Security Time in This Time
We also make: Harvest Forecast - the fast and simple way to schedule your team across projects.
© 2006-2023 Harvest ¥ Twitter [ Linkedin Instagram
|"r" harvest Why Harvest? Features Customers Integrations Pricing Signin
TRUSTED BY 70,000+ COMPANIES
Helping teams thrive since 2006
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50+ SEAMLESS INTEGRATIONS
Works with your team’s favorite tools
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Library article detail

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ES——— . TS L, W O STReT BoRERl
Lastly, set a reconnection cadence to never lose touch with someone, or ask Clay to intelligently
remind you when to reach out based on the last time you interacted by selecting Automatic . If
you'd like to disable reconnect for specific people, select Disable .
To change someone’s reconnect cadence, open the card and click on |set Reconnect Cadence
at the top on desktop or tap |Cadence  in the Action menu on iOS. You can also hit |H while
hovering over someone in Review, Search, or a Group on desktop as well as swipe left on a card
in Home and tap [cadence on iOS.
You can set how many people Clay suggests for reconnection each day by going changing your
Home settings.
Further Reading
All of the features covered in this guide have more in-depth articles in this Library if you'd like
to know more specifics about how Clay works and how you can get the most out of your Clay
experience.
We also recommend you check out The Clay Method if you'd like some context on the
thought process that guides feature development and design. A Day in the Life goes through
some real-world examples of how Clay is used. And if you'd like to check out some ways to
navigate the app faster, check out Navigation.
Have questions or comments?
Contact us
@ @ Be more thoughtful.
|New to Clay? Best Practices
Getting Started Organizing Clay with Groups and Tags
The Clay Method Pro Tips
A Day in the Life Note Taking
Navigation Clay for Executive Assistants
Using Clay What's New
Getting Started with Nexus Clay’s Community Forum and a Twitter Update
Search ® Bug fixes and a design highlight
Home @ Upcoming Birthdays and Additions to Clay’s
Revi YouTube Channel
eview
Notes Group Sharing
Reminders Clay’s all new search
See all 7 articles & Introducing Clay for Windows
See all 59 articles
Contacts & Your Profile Groups
About Cards Starred
Contact Cards Groups
Your Profile Group Members
Integrations Account & Settings
Gmail and Google Calendar Billing
|S +
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Our goal is to help you strengthen your personal and professional network, deepen your
relationships, and cultivate social serendipity—without a bunch of manual data entry. That’s why
Clay combines data from your existing social platforms such as LinkedIn and Twitter with
iMessage, iOS Contacts, calendar, and email to automatically create cards for your contacts
and keep them up to date.
Most Clay members connect:
e Personal email and calendar
o Work email and calendar
o Twitter
o Linkedin
o iMessage
If you have contacts in other formats—a spreadsheet, Notion, Airtable, email archives, etc.—
, : . ,
we're happy to import them manually to your account. Please send us an email, and we'll get
|clag Go to c|ay.earth
O, How can we help? Search
Back to New to Clay?
Getting Started
Updated 3 months ago * ~9 minute read
Setting Up Cla
gup y In this article
© Download the apps. Setting Up Clay
@ Download the apps.
Clay has beautiful desktop and mobile clients for
@ Connect your accounts.
iOS, Mac, and Web. Start by downloading them
, ® Make yourself at home.
here, and we'll help you get set up.
Daily Check-in: Home & Review
@ Connect your accounts. O Home
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The Basics: Cards, Notes, &
Reminders
(1]
[2]
3]
(4]
Further Reading
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Employee detail

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Progress Indicator

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Other Content

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. Monday, 15 May
Total hours Capacity
31.31 37.50 No time tracked
. Billable 24.31 Tuesday, 16 May
[ Non-billable 7.00
Wm-ter Campalgn (The Paper Co.) 6.50 | Edit
Design - Planning
Mon Tue Wed Thu Fri Sat Sun Winter Campaign (The Paper Co.) 200 [ Edit
0.00 10.50 4.25 16.56 0.00 0.00 0.00 Design — Client meeting
Wufter Campaign (The Paper Co.) 200 | Edit
Project Management
Projects breakdown
. otk 1050
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Wednesday, 17 May
Winter Campaign (The Paper Co.) 425 [ Edit
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Total: 4.25
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@ Business Development 7.00
@ Project Management 6.75 Thursday, 18 May
Wm-ter Campalgn (The Paper Co.) 106 | Edit
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Wm-ter Campaign (The Paper Co.) . 100 | Edit
Design - Partnership talks w/ Ace Media
Wm-ter Campaign (The Paper Co.) 0.50 | Edit
Design — Research
Wm-ter Campargn -('I.'he Paper Co.) 250 | Edit
Design - On-site visit
Winter Campaign (The Paper Co)
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
< Back to Team
¢« » This week: 15 -21 May 2023
Jane Smith (owner
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0.00 10.50 4.25 16.56 0.00 0.00 0.00 Design — Client meeting
WuIter Campaign (The Paper Co.) 200 | Edit
Project Management
Projects breakdown
. foral: 1050
B Winter Campaign 31.31
Wednesday, 17 May
Winter Campaign (The Paper Co.) 425 [ Edit
Tasks breakdown Project Management i
Total: 4.25
@ Design 17.56
@ Business Development 7.00
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

Import Export View archived people >

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31.31 37.50 [} Non-billable 7.00 2o a0tk oo a0

(® Employees (1) v Hours Capacity Billable hours
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Terms Privacy Status Blog Help
|Winter Campaign (The Paper Co.) 100 | Edit
Design - Partnership talks w/ Ace Media .
Winter Campaign (The Paper Co.) 0.50 | Edit
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Winter Campaign (The Paper Co.) 250 | Edit
Design — On-site visit .
Winter Campaign (The Paper Co.) 0.50 | Edit
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Winter Campaign (The Paper Co.) 4.00 | Edit
Business Development — Lead generation .
Winter Campaign (The Paper Co.) 3.00 | Edit
Business Development .
Winter Campaign (The Paper Co.) 4.00 | Edit
Design .
Total: 16.56

Friday, 19 May
No time tracked
Saturday, 20 May
No time tracked
Sunday, 21 May
No time tracked

Terms Privacy Status Blog Help


Retainers

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screenKeywords:
Overview Report Recurring Retainers Configure

Retainers

Ongoing retainers (2)
Client Project Uninvoiced amount Retainer balance
Dundee All projects $308.00 $0.00
The Paper Co. All projects $923.48 $0.00
Total $1,231.48 $0.00

Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Retainers
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Retainers help you track funds when clients pay in advance.
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Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Q Search by invoice ID
Total open Invoices issued in 2023 M Open [ Paid
$43,324.00 $50,000
$40,000
$30,000
Total paid amount 20,000
$7,500.00 _— O
For invoices issued in 2023.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Open 4 All invoices
Status Issue date A ID Client Balance
Due today 05/18/2023 2 The Paper Co. $2,800.00
Due today 05/18/2023 1 The Paper Co. $20,324.00
Due 8 days ago 05/10/2023 3 Michael Scott Paper Company $10,000.00
Due 44 days ago 04/04/2023 4 Vance Refrigeration $10,200.00
Total $43,324.00
Terms Privacy Status Blog Help


Invoices

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Tooltip
Chip
Stacked List
Badge

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
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Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
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- Invoices issued May 2023 I
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$30,000
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For invoices issued in 2023.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Open 4 All invoices
Status Issue date A ID Client Balance
Due today 05/18/2023 2 The Paper Co. $2,800.00
Due today 05/18/2023 1 The Paper Co. $20,324.00
Due 8 days ago 05/10/2023 3 Michael Scott Paper Company $10,000.00
Due 44 days ago 04/04/2023 4 Vance Refrigeration $10,200.00
Total $43,324.00
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Q Search by invoice ID
Total open Invoices issued in 2023 M Open [ Paid
$43,324.00 $50,000
$40,000
$30,000
Total paid amount 20,000
$7,500.00 _— O
For invoices issued in 2023.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Open 4 All invoices
Status Issue date A ID Client Balance
Due today 05/18/2023 2 The Paper Co. $2,800.00
Due today 05/18/2023 1 The Paper Co. $20,324.00
Due 8 days ago 05/10/2023 3 Michael Scott Paper Company $10,000.00
Due 44 days ago 04/04/2023 4 Vance Refrigeration $10,200.00
Total $43,324.00
Terms Privacy Status Blog Help