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Harvest for Mac

appName: Harvest

appCategory: Business

appTagline: Time tracking software with invoicing

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Marketing

hotspotType: Click

hotspotType: Scroll Vertically

pagePatterns:
Downloads Page
Downloads Page
Downloads Page

pageType: Marketing Marketing Marketing

screenKeywords:
“r" harvest Why Harvest? Features Customers Integrations Pricing Signin

Time tracking that works the way you work

Our desktop and mobile apps fit seamlessly into your current

workflow, whether you're at your desk or on the go.

Desktop apps ____E____ Mobile apps
” Mac -> ” iPhone ->
== Windows - |ﬁ| Android -
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
@ All apps
Thursday, 10 Mar ] @
M T W ° F S S
7:45 8:00 7:41 2:05 0:00 0:00 0:00
Farringdon Inc
New Company Website 0:48
Meetings
Harvest for Mac
Product Launch 115
0 0 o 0 Project Management
Simple, smarter time tracking right
Spitalfields Communications
from your desktop. Mobile Ao o1
Design
Spitalfields Communications
Download on the Mac App Store Mobile App 0:42
Project Management
Spitalfields Communications
Summer Marketing Campaign 0:02 @
Meetings
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
Design o
Spitalfields Communications

Download on the Mac App Store Mobile App 0:42

Project Management
Spitalfields Communications
Summer Marketing Campaign 0:02 @
Meetings

Minimize disruptions Build your favorites Smart time tracking

Stop hunting through browser tabs, and You know which tasks and projects you Leave your timer running? Harvest for

track time from your desktop instead. spend the most time on. Harvest for Mac  Mac makes it easy to identify and

Use keyboard shortcuts to start and stop  lets you save these as Favorites. That remove idle time, so you can keep

timers even faster. way, you can start a new timer with ease.  timesheets as accurate as possible.

O+ At Foomrn Al in N Fimna N o~ A A,


Entry detail

screenElements: Avatar Pagination

screenPatterns:
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Article Detail
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pagePatterns: Misc Misc Misc Misc Misc Misc Misc

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
View the work
™. .  Livia Falcaru
X au 3 .l&“
:;‘ - ? From Bucharest, Romania
{ )/\_ ,’g‘ ,‘ Website liviafalcaru.com
"/: N Instagram @liviafalcaru
Livia Falcaru is a Romanian illustrator and artist based in Bucharest. She has spent the
pandemic creating lyrical works like her Healing Journeys, capturing inner moments and
emotional landscapes. She has been thinking about art, lockdown, and the emotions we
might all feel but never care to mention.
|More Works by With Livia, we curated a selection of previous works that resonated with this time. Her
LiVia illustrations touching on emotions, and on how we spend our time, felt like a gentle liferope
for when what is hard feels hard to describe.
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On the emotionality of time
Always Changing,
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A work by Livia Falcaru
NV
|A A A R A A A O R N T o e
ideas and creativity with others — on Instagram and Twitter tag #timeinthistime
and @harvest. O
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Want to receive (occasional) curation on time?
Brought to you by the timekeepers at
Enter your email @
HARVEST I
|TIME IN O
THIS TIME
I tried to show the different states I went through in these uncertain times and in
which we maybe all did actually. I tried to depict this repetitive motion I felt in my life
and the entire cycle I went through to realise certain things about myself and what was
happening around me. These times helped me gain a new perspective about myself
and, although it wasn’t pleasant in the beginning, it helped me grow so much as a
person. The illustration is exactly about my process of taking the worst in my life and
transforming it into a lesson and an opportunity for growth.
- Livia Falcaru
View the work
(™., . Livia Falcaru
s B 7:\'/
i, ) -? From Bucharest, Romania
\ /‘,’5 E A Website liviafalcaru.com
7;3 ‘:’ J L.
<« i\ Instagram @liviafalcaru


Careers

pagePatterns:
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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
"r" harvest Why Harvest? Features Customers Integrations Pricing Signin Try Harvest free
o 5 ( ) )
Our principles Bring kindness
We uplift and treat each other with dignity. We show up with
thoughtfulness and humility, listen and learn, empathize, and strive
to be of service. We recognize that people matter, and are
deliberate with how we engage in the world.
| Cultivate collaboration
3 1 T = We foster an en\'/ironme'nt of creatiyity, respect, and trust. To do
i “ Iy f this, we stay curious, build connections, honor expertise, work
through challenges together, and strive to understand different
perspectives and ideas.
a Honor time
A2/
’é/ We're thoughtful about how we work. We work with intention and
) Q design for flexibility while prioritizing shared goals. To bring
> wisdom to how we spend time, we're collaborative, considerate,

L and impactful with our shared time.
Innovate with a learning mindset
We create new things, discover new ideas, and explore new ways
|“r" harvest Why Harvest? Features Customers Integrations Pricing Signin
Want to help teams spend time wisely?
; . .

We're hiring.

We believe work should be fun, meaningful, and challenging. Our mission

is to help teams succeed by encouraging the respectful and intentional

use of time, and that mission speaks to everything we do as a company.

HOW we Work Harvest is a global workforce. To honor each other’s time, we want
individuals to work in a way that makes sense for them and their teams.
As a fully remote company, we rely heavily on asynchronous
communication. Remote working means you're self-disciplined and like
the autonomy that comes from working wherever your travels take you!
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free

PerkS & beneﬁts Harvest offers competitive compensation and generous benefits so you
have all you need to grow and succeed.
Competitive base pay Paid time off
We pay at the top of the market (informed 15 days of vacation in your first year, plus
by 3rd-party data) for all roles, and every company holidays, and an additional two
Harvester with the same role receives the days per year until you reach 20 days. We
same base pay. also provide a week off for winter break.
Insurance * Education fund
Up to 100% coverage of health insurance A yearly budget for your professional
premiums across our medical, dental, and learning and development goals, which
vision plan offerings for you, your spouse, includes an allocated amount for
and your dependents. conferences.
Parental leave and support Tools of the (remote worker) trade
16 weeks of paid family leave to all new A company-issued computer that fits your
parents, as well as a virtual platform role. And a standing desk and ergonomic
providing support across fertility, pregnancy, chair after six months of getting settled into
and adoption through your first year of your role.
parenting.
Donation matching Retirement fund *
A charitable giving matching program to 401k planning with a 6% company match
support your contributions to your favorite after three months with the company.
~AhAaritalla Arvani—=satiAarne
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in
X A St :_“__.t":':» :*{
il ﬁ\ | THarvest is a fun and nurturing work environment in
3 . which you can experiment, learn, and grow. We value
| % innovation and celebrate what we learn from failures or
' ; mistakes because it means we stepped outside our
: comfort zone and gained new experience.’’
! Sherry Umlah
S Engineering Manager, Ecosystem.

Open pOSItIOnS Senior Data Analyst >
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
HOW we WOrk Harvest is a global workforce. To honor each other’s time, we want
individuals to work in a way that makes sense for them and their teams.
As a fully remote company, we rely heavily on asynchronous
communication. Remote working means you're self-disciplined and like
the autonomy that comes from working wherever your travels take you!
Communicating asynchronously Spread across timezones
We're a fully remote company, so we rely on Our team is spread around the globe, so we
asynchronous communication every day. often work across multiple time zones.
Encouraging collaboration Striving for excellence
We are team-oriented and pitch in We put effort and intentionality into
as needed. our work.
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
wisely with Harvest. FCY ‘\ =
7 T~ "
Try Harvest free Free 30-day trial. No credit card required. m v
———————]
"r" ha rvest Harvest Community Company
Home Customer stories About us
Why Harvest? Resources Blog
Features Webinars Careers
Pricing Help & support Legal
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


Calling a direct number

appName: OpenPhone

appCategory: Productivity

appTagline: Business calling and texting

companyStage: Growth Stage

pageType: Application

hotspotType: Keyboard Input

screenElements:
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pageType: Application Application Application Application

allAppCategories: Business Productivity

screenKeywords:
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Time in this Time

pagePatterns:
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pagePatterns:
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screenKeywords:
A A A R A A A O R N T o e
ideas and creativity with others — on Instagram and Twitter tag #timeinthistime
and @harvest. O
Enter the time capsule
|On potential futures
Third Round, Part 6
A lullaby by Azikiwe Mohammed
On time spent at home “Lots of mirrors are being held
Making Due up right now”
A storyboard by Ilana Harris-Babou _ Grace Miceli
On connection
A remote experience generator
Interactive ideas by Double Take Labs
On ritual
A Lockdown Guide to Sunday Dinner
|On ritual
A Lockdown Guide to Sunday Dinner

A photo essay by Black Appétit
“What are the places we go
while looking for space. What o
are the sounds we hear when we A Question
are tived of words [ words no by David Allen Burns and Austin Young  Fallen Fruit
longer serve us.”
- Azikiwe Mohammed

On timelessness
Take a Little Trip
A window by Kylah Benes-Trapp
On the emotionality of time
Always Changing, Always Growing
A wvwork hv T ivia Falearia
|How to Have a Week O
A comic by Grace Miceli
How has time felt to you?
Enter a thought
We will curate some of these (anonymous) thoughts on social. Or share your own
ideas and creativity with others — on Instagram and Twitter tag #timeinthistime
and @harvest.
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
wisely with Harvest. FCY ‘\ =
7 T~ "
Try Harvest free Free 30-day trial. No credit card required. m v
———————]
"r" ha rvest Harvest Community Company
Home Customer stories About us
Why Harvest? Resources Blog
Features Webinars Careers
Pricing Help & support Legal
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
|a time capsule for the present
As told by artists and creatives
Time has been doing strange things lately — things it's always done. Moving slowly,
looping around, flying by. We invited 9 artists and creators whose practices include
time-based works, to make works on time in this time. To shine a little light on, and
help us make our own sense of, time in a year that has gone by many names.

\/ Brought to you by the timekeepersat HARVEST


Deleting a task

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Project Management  Billable $15.00 | Actions v
Other tasks
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Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
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Vacation $0.00 | Actions v
Terms Privacy Status Blog Help
|Archive or delete selected tasks
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o Tasks with time tracked to them will be archived.
e Tasks without time tracked to them will be deleted.
Archive or delete selected tasks Cancel
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
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Business Development $0.00 | Actions v
Design ( Billable $12.00  Actions v
Marketing ( Billable $0.00  Actions v
Programming ( Billable $0.00 Actions v
Project Management  Billable $15.00 | Actions v
Other tasks
These tasks must be manually added to projects. Default billable rate
Communications $10.00 | Actions v
Vacation $0.00  Actions v
Terms Privacy Status Blog Help


Creating a new contact

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Why Harvest?

pagePatterns:
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Hero Section

screenElements:
Top Navigation Bar
Logo
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pagePatterns:
Features Page
Hero Section

pagePatterns:
Features Page
Feature Section

pagePatterns:
Features Page
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Landing Page
Hero Section
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pageType: Marketing Marketing Marketing Marketing

screenKeywords:
“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in
. .
N Time tracking that works the
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Time tracking software is only useful if it's actually used. That's
why we designed Harvest to be easy to adopt, integrated with
your favorite apps, and flexible enough for all types of teams.
v/ Integrated with the tools your team already knows and loves
_— v/ Track time wherever you work - desktop, browser, and mobile
v/ Intuitive and easy to learn
“We needed something super simple because we don’t want
to have to teach people how to use it as part of onboarding.”
Nick Frandsen, Dovetail
Keep vour projects on track ‘A -
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
W W W W 1 4.6 (748 reviews)
M th ti t Ki
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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|“r" harvest Why Harvest? Features Customers Integrations Pricing Signin
Help your team spend time wisely
Harvest time tracking makes it easy to capture time, gain
insights from past projects, and get paid for your work.
Free 30-day trial. No credit card required.
Empower your team
with insight @
®
) ©
By tracking time and expenses in Harvest, you capture critical %3 ® a
project data that allows you to learn from the past, keep l °
current projects on track, and better estimate future projects. |V <
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v/ Review past data to improve how you scope and price work
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
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project data that allows you to learn from the past, keep l °
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current projects on track, and better estimate future projects. |V
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v/ Review past data to improve how you scope and price work
/' Understand which projects are profitable — and why
+~/ Know when to take on new business (or grow your team)
"As a growing business, with Harvest we get a lot of insights
and intelligence that we couldn’t get before.”
Ben Graham, Turnstyle


Filtering by conversation type

screenElements: Chip Tooltip

screenPatterns:
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pageType: Application Application Application

screenKeywords:
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Template detail

pagePatterns:
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screenKeywords:
“r" ha rvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
About this template
In order for time tracking data to be useful, every time entry needs to be tracked to a
particular project and task. That's the only way to know if a project is in danger of
running over budget, or a task is taking longer than you estimated.
But when your team is just getting started with time tracking, it can be hard for them to
know how to categorize every activity. What project does the weekly all-hands meeting
belong in? What's the correct task for answering client emails? If they don’t get these
details right, your data could be inaccurate.
You can help your team by offering some guidance on how different work should be
tracked. Try creating a legend that maps out all your different projects and tasks, so
team members can easily find the correct project > task combination they should be
tracking time to.
We put together a template you can copy and use to create your own legend.
Instructions
Click the button above to access the Google Sheet that contains the template. Column A
contains several broad categories of work. These should roughly correspond to the
projects you have set up in Harvest. Row 4 contains more specific activities. These
should roughly correspond to the tasks you have set up in Harvest.
In the middle of the grid, at the intersection of one project and one task, you can list the
exact proiect and task combination in Harvest that vour team should track time to for
|“r" harvest Why Harvest? Features Customers Integrations Pricing Signin
Templates
Invoice Template (PDF) Invoice Template Project/Task Legend
View template (3) (GDoc) View template (3)
View template 3
6
|“r" harvest Why Harvest? Features Customers Integrations Pricing Signin

@ All resources

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template can help you create a legend that

shows your team which project and task to track

time to. J7

& Get the Google Sheet @

About this template
In order for time tracking data to be useful, every time entry needs to be tracked to a
particular project and task. That's the only way to know if a project is in danger of
running over budget, or a task is taking longer than you estimated.


Plan & billing

screenPatterns: Billing Billing

screenKeywords:
«~ Your workspace is limited to 3 new outgoing conversations per day until you complete your account. Learn more
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Q Jane Smith Workspace
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@  Blocklist May 18, 2023 - C67CB5BE-0001 View
Danger zone
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actions:
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Marking hours as invoiced

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Support

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WELCOME TO CLAY - MAY 18
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08y Reconnect ®

RECONNECT - MAY 18

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

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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
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The Art & Sci Of Thoughtful
We ascribe to the idea that being thoughtful and helpful with people is still too
difficult. It's something we all know intuitively. To achieve more, to be more
successful, to be happier, we need to start thinking about others first. Inspired by
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screenPatterns:
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Suggestions & Similar Items

pagePatterns:
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screenKeywords:
Email Forwarding to Clay
B Share an idea
. NickR 24d Apr 25
Is there any way to forward an email to Clay and then have it sit in an ‘inbox’ type of scenario for processing? 1/2
Apr 24
Example, | have an email thread from a client, would like to have Clay help me track that relationship, but | don’t want to
have to manually remind myself or enter this info in.
If I could forward an email to myaccount@clay.earth and It auto populate a reminder/contact, that would help me move
quicker with contacts. | imagine, and I'm assuming, a lot of contacts come through via email for people, so it would be
easy to just forward that thread along. Let me know if this is something I've missed. Thanks!
O & M  OReply
created last reply 1 8 2 1
. 244 ®0d reply  views users like v
22d ago
m zach © 22d
B
This is a great idea! If you have an email account connected, contacts are automatically created and we do show new
people created in the Review tab so you can review them, edit any information, and set a Reconnect cadence on them.
That said, forwarding as a way to “resurface” those people so you can triage them in Clay makes a ton of sense. Will
share with the product team!
O & M  OReply
@ Share | Bookmark |\ 1
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B Share an idea -
@ zach O 22d
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~ Thisis a great idea! If you have an email account connected, contacts are automatically created and we do show new Apr 26
people created in the Review tab so you can review them, edit any information, and set a Reconnect cadence on them.
That said, forwarding as a way to “resurface” those people so you can triage them in Clay makes a ton of sense. Will
share with the product team!
O & M  OReply
22d ago
/& Share B Bookmark 4 Reply
Keep reading!
Here are some topics we think you might like to read next.  © notified if someone mentions your ®@name or replies to you.
don’t show me these tips
Suggested Topics
Topic Replies  Activity
If a genie could grant you one feature added to Clay, what would it be?
B Share an idea 12 2d
Get creative! The sky is the limit.
Andriod App Coming?
B Share an idea 1 22d
Hey! I've stumbled across Clay - but don’t use Apple. Any chance the app will be brought to Android any time soon?
Integration with Google Contacts
B Share an idea 1 22d
Greetings, Is there a plan to integrate with Google Contacts? Regards, Mohammed
|ClayY Email Forwarding to Clay Q = .
B Share an idea -
Suggested Topics
Topic Replies  Activity
If a genie could grant you one feature added to Clay, what would it be?
B Share an idea 12 2d
Get creative! The sky is the limit.
Andriod App Coming?
B Share an idea 1 22d
Hey! I've stumbled across Clay - but don’t use Apple. Any chance the app will be brought to Android any time soon?
Integration with Google Contacts
B Share an idea 1 22d
Greetings, Is there a plan to integrate with Google Contacts? Regards, Mohammed
Feature Request: Special group for people | want to catch up with
B Share an idea
0 20d
| suppose | could make this a Group, but | often have a mental list of people | want to catch up with and | want to easily get a list. Maybe a
Group or a tag, but | would like Clay to do more with that list, not sure exa... read more
Feature Request: Saved Searches or Bookmarks
@ Share an idea 2 14d
Have the ability to do a more complex search based on keywords and maybe recency of contact and have easy access to that list.
Want to read more? Browse other topics in @ Share an idea or view latest topics.
|ClayY Email Forwarding to Clay Q = .
B Share an idea -

@ zach O 22d
‘F A 2/2

This is a great idea! If you have an email account connected, contacts are automatically created and we do show new Apr 26

people created in the Review tab so you can review them, edit any information, and set a Reconnect cadence on them.

That said, forwarding as a way to “resurface” those people so you can triage them in Clay makes a ton of sense. Will

share with the product team!

O & M  OReply
22d ago
& Share J Bookmark [ 35
L Normal ¥  You will be notified if someone mentions your @name or replies to you.

Suggested Topics
Topic Replies  Activity
If a genie could grant you one feature added to Clay, what would it be?
B Share an idea 12 2d
Get creative! The sky is the limit.
Andriod App Coming?
B Share an idea 1 22d
Hey! I've stumbled across Clay - but don’t use Apple. Any chance the app will be brought to Android any time soon?
Integration with Google Contacts
B Share an idea 1 22d
Greetings, Is there a plan to integrate with Google Contacts? Regards, Mohammed


Importing projects

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Import & Export
Error

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Search Bar
Progress Indicator

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File Upload
Banner
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Progress Indicator
Dialog

screenPatterns:
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screenKeywords:
Import projects
Create a CSV file with six columns in this order:
Client, Project, Project Code, Start Date, End Date, Project Notes
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|Import projects
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Create a CSV file with six columns in this order:
Client, Project, Project Code, Start Date, End Date, Project Notes
All headers are required exactly as written, but only the first two columns need
to be filled in to import successfully. You can .
| @ Attach CsV file
Cancel
|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
Terms Privacy Status Blog Help
|Import projects
Awesome! We'll send you an email when your projects have finished importing.
|Import projects
Create a CSV file with six columns in this order:
Client, Project, Project Code, Start Date, End Date, Project Notes
All headers are required exactly as written, but only the first two columns need
to be filled in to import successfully. You can .
| @ Attach CsV file
Cancel


Unsubmitted timesheets

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
Unsubmitted timesheets
Harvest automatically reminds your team to track time by 6pm on Friday. You can also remind people to
submit their timesheets from the table below. Learn more
This week v
Name Time
Jane Smith 20:19 | View timesheet
Send email reminder
Terms Privacy Status Blog Help


Integration detail

pagePatterns:
Integrations Page
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screenKeywords:
"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
@ All integrations
Q s Track your time without leaving Basecamp
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=) G Basecamp integration can save them time when it comes to tracking time. Instead of switching

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@ Visit Basecamp's website to-dos to track time directly to Harvest.
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track of project budgets. browser extension. this accounting tool.
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|Why Harvest? Features Customers Integrations Pricing Sign in
(® Read help article If your team members already use Basecamp to organize their projects, the Harvest and
Basecamp integration can save them time when it comes to tracking time. Instead of switching
(9 Contact support - ) A ) i ; ) i
- apps and interrupting their workflow, they can just click the timer icon next to their Basecamp
@ Visit Basecamp's website to-dos to track time directly to Harvest.
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‘ Start time l to | End time
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Track time to Harvest from individual to-dos or assignments without leaving Basecamp. Just
click the timer icon next to each to-do to start a timer.
Faster time tracking
Once you've tracked time from a specific to-do, Harvest will remember which project and task
are associated with it for faster time tracking.
Analyze your time
The integration shows you how much time has been tracked to each to-do in Basecamp, and a
link to that to-do is included in your Harvest timesheets for easy reference.


Reminders

screenElements:
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screenPatterns:
Home
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screenKeywords:
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Jane Smith
) Home NEW YORK, UNITED STATES
Jane Smith # M 4 wMav 27 - 8:00 AM 2 X ;

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GROUPS +
* Starred 13y Personalized welcome guide

WELCOME TO CLAY - MAY 18

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WELCOME TO CLAY - MAY 18
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08y Reconnect ®

RECONNECT - MAY 18

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


Keyboard shortcuts

screenElements:
Keyboard Key
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screenElements:
Dropdown Menu
Icon
Keyboard Key
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screenKeywords:
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o ~ CLAY 2.10.1
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WELCOME TO CLAY - MAY 18 Support
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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 ]
|Keyboard Shortcuts
General Navigation Person Actions
Command Bar K Home view G THEN E Star/Unstar s
Save or Submit % ENTER Review view G THEN R Contact Person @
Go back a page ESC People view G THEN P Add a Note N
Open focused item ENTER Notes view G THEN N Edit Reconnect cadence H
Move up 0 Reminders view G THEN H Add to Group L
Move down v Starred view G THEN S Merge Person M
Edit a Note E Jump to Group G THEN 1-9 Archive Person #
Keyboard shortcuts ? Create a Person P
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screenKeywords:
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Creating a new free form invoice

screenPatterns:
Add & Create
Other Content

pageType: Application Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Invoice 1 has been created. Dismiss
i Draft
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:04pm View history
Edit invoice Actions v Balance: $20,324.00 = Record payment
INVOICE ’E 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
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New invoice for The Paper Co.
Invoice ID 1 Invoice For The Paper Co. v
PO Number Tax Apply tax to invoice
Issue Date 05/18/2023 Discount %
Due Date Upon receipt v Currency United States Dollar - USD v
Subject
ltem Type Description Quantity Unit Price Amount
X || Service v Hosting 1.00 123.00 $123.00
Linked project:  — None — vo(?
X Service v Work 1.00 20,201.00  $20,201.00
Linked project:  — None — vo(?
+ Additem  Reorder rows Subtotal $20,324.00
Amount Due $20,324.00
Notes (optional, displayed on invoice)
/)
|Invoice ID 1 Invoice For The Paper Co. v
PO Number Tax Apply tax to invoice
Issue Date 05/18/2023 Discount %
Due Date Upon receipt v Currency United States Dollar - USD v
Subject
ltem Type Description Quantity Unit Price Amount
X | | Service v Hosting 1.00 123.00 $123.00
. . This line item’'s amount will be associated
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fnked projec with the selected linked project. You can
see all of the invoices linked to a project
X Service v Work under the Invoices tab of the project's 1.00 20,201.00  $20,201.00
analysis page.
Linked project: | — None — v [(?)
+ Additem Reorder rows Subtotal $20,324.00
Amount Due $20,324.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
Save invoice Cancel
Terms Privacy Status Blog Help
|Overview Report Recurring Retainers Configure
New invoice for The Paper Co.
What type of invoice would you like to create?
B &
Single invoice Recurring schedule
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Client The Paper Co. v | or + Newclient
Invoice type o Create an invoice for tracked time and expenses
Create a free form invoice
Choose projects Cancel
[ ]
[ ]
[ ]
[
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N
P\
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Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.
|- - - - - .. .1
i Draft
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:04pm 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
@ Invoice created.
Jane Smith on 05/18/2023 at 3:04pm
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Client The Paper Co. v | or + Newclient
Invoice type Create an invoice for tracked time and expenses
© Create a free form invoice
[ ]
[ ]
[ ]
[
o R
N
P
-’
Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.


Exporting projects

screenElements:
Search Bar
Progress Indicator
Tile

screenPatterns:
Other Content
Import & Export

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 34.00 (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 $0.00 $0.00 $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
|Export projects
Which projects would you like to export?
Active (7) Budgeted (3) Archived (0)
Choose a format:
csv Excel
Export projects Cancel
|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
|Export projects
Which projects would you like to export?
Active (7) Budgeted (3) Archived (0)
Choose a format:
Ccsv Excel
Export projects Cancel


Searching Library

screenPatterns: Search Search

screenKeywords:
Outlook and Office 365
Clay / Integrations
Under Connected Accounts, tap Connect Microsoft Toggle on the accounts you'd
like to connect , then tap Connect Follow
Riri - June 24, 2022 01:57
Gmail and Google Calendar
Clay / Integrations
Under Connected Accounts, tap Connect Google Toggle on the accounts you'd
like to connect , then tap Connect Follow
Riri - June 24, 2022 04:00
Twitter
Clay / Integrations
Under Connected Accounts, tap Add or Connect Twitter Follow the Twitter
authentication flow What Clay Does Clay
Riri - June 24,2022 02:24
Next » »
¥ (@ Be more thoughtful.
|[:lag Go to clayearth
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
|clag Go to clay.earth
O, connect Search
By Category 54 results for “connect” in All Categories
All Categories (54) How do | disconnect a connected account?
General (54) Clay /| FAQ
You can disconnect an account if you no longer want that account’s associated
information to show up in Clay, if you're losing
Zachary Hamed - August 05, 2022 05:15
I'm having trouble connecting my Twitter account!
Clay | FAQ
This appears to be a change in Twitter's behavior when connecting an account. A
temporary workaround would be to: Open
Riri - February 01,2023 04:33
Is there a way to connect iMessage on iOS or Web?
Clay | FAQ
Due to Apple’s limitations, it's not possible for us to sync iMessage through Clay on
iOS or Web. If Apple’s restrictions
Zachary Hamed - August 17, 2022 07:21
|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


Adding a new row to a time sheet

actions:
Adding & Creating
Logging & Tracking

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 B Day 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) @ o [x
Design
WlnI:er Campaign (The Paper Co.) 8:30 13:34 | x
Design
+ Add row 0 8:30 0 5:04 0 0 0 13:34
Submit week for approval
Terms Privacy Status Blog Help
|Add row to this timesheet
Project / Task
The Paper Co. o
Winter Campaign
Project Management v
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 B Day 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) @ o [x
Design
W|n.|:er Campaign (The Paper Co.) 8:30 13:34 | x
Design
Winter Campaign (The Paper Co.) @ o [x
Project Management
+ Add row Last saved at 2:13pm 0 8:30 0 5:04 0 0 0 13:34
Submit week for approval
Terms Privacy Status Blog Help


Account settings

screenPatterns:
Settings & Preferences
Billing

screenPatterns:
Settings & Preferences
Settings & Preferences
Settings & Preferences
Settings & Preferences
Settings & Preferences
Billing

pageType: Application Application Application Application Application

screenKeywords:
Preferences

Company name Hyperion

Account Owner Jane Smith

Sign in security No restrictions

Timezone Singapore

Fiscal year Starts in January

Start week on Monday

Default capacity 37.5 hours per week

Timesheet deadline Friday at 6:00pm

Timesheet reminders Sent 4 hours before and 24 hours after the timesheet deadline, to anyone who
tracked less than 50% of their capacity

Time rounding No rounding

Date format 04/25/2023

Time format 12-hour clock

Time display HH:MM

Timer mode Track time via duration

Currency United States Dollar - USD
|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
Export data
Export all time and invoice data from your Harvest account. You can also export projects, people, clients,
and tasks from their respective pages.
Export all time Export all invoices
Close account
Don't need Harvest any longer? We understand, and appreciate you using our service!
Close account
|Number format 1,234.56

Show project notes Administrators

Project budget Count all hours against “Total project hours" budgets
Color scheme .

Modules

Harvest offers many features, and you can pick and choose which ones you'd like to use.
Time tracking v

Expense tracking v

Timesheet approval v

Team v

Invoices v

Estimates Disabled

Client dashboard Disabled
|Integrations

Forecast Connect to Forecast (Learn more about Forecast)

Accounting Connect this account to Xero or @ connect to QuickBooks

Asana Connect to Asana (Learn more about Harvest for Asana)

Online payment Turn tracked time and expenses into invoices and effortlessly collect
payments with integrations. You can link an existing Stripe or PayPal account,
or create a new one. Learn more
v Safe and secure payments
v Quick and easy to setup
v Clients pay using their preferred method

tripe
Allow your clients to pay invoices by credit card or bank transfer (ACH).
Stripe charges 2.9% + $0.30 for credit card payments or 0.8% (up to a
maximum of $5) for ACH payments. You might be eligible for faster
access to your payments with two-day ACH payment settlement.
Find out if you're eligble

Connect with Stripe
PayPal
Allows your clients to pay your invoices with their credit card or PayPal
account. PayPal fees will apply.

Connect with PayPal

View all OAuth2 API clients View all Harvest integrations
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

Account settings
Billing information
Subscription plan Pro plan with 1 seat

Bills monthly at $12.00 USD per month

Renews on 18 Jun 2023

Supports up to 1 person (1 currently active)

See billing history

Update plan || Add or remove seats = Pay yearly

Payment method Show credit card info Update credit card
Receipt recipients jane.smith.mobbin@gmail.com Update recipients
Additional details No additional receipt details Add details
Web address hyperionl.harvestapp.com Update address
Account created 18 May 2023
Preferences
Company name Hyperion
Account Owner Jane Smith
Sign in security No restrictions