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Help Center / Getting Started / Worklog App Overview

Worklog App Overview

Worklog App Overview

Track billable hours, manage projects and clients, and generate professional PDF invoices β€” all from one lightweight time-tracking tool built for consultants, freelancers, and project-based teams.


What is the Worklog App?

The Worklog App is a minimalist time-tracking and invoicing solution for non-shift employees who need to log work hours without complex scheduling or attendance systems. Users create time entries against projects and clients, mark entries as billable or non-billable, set hourly rates, and generate PDF invoices directly from their logged hours.

Core Value Proposition:

  • Simple time logging β€” Record hours by date, start/end time, or manual entry with project and client tagging
  • Billable tracking β€” Distinguish billable from non-billable work and calculate earnings automatically
  • One-click invoicing β€” Generate branded PDF invoices from uninvoiced billable entries
  • Privacy first β€” Personal worklogs are private by default; sharing is opt-in per project and client

At a Glance

Personal Tracking Multi-Currency Mobile Ready
Per-user worklogs USD, EUR, GBP, CAD, AUD Yes

Perfect For:

  • Consultants and freelancers β€” Log client hours and generate invoices
  • Project-based teams β€” Track time across multiple projects with color-coded organization
  • Finance and admin β€” Configure rates, export CSV data, and control privacy settings

How It Works

Time Entry to Invoice Flow

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚                    WORKLOG: ENTRY TO INVOICE                      β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚                                                                   β”‚
β”‚   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”       β”‚
β”‚   β”‚  LOG TIME    │───▢│  TAG ENTRY   │───▢│  SET RATE &  β”‚       β”‚
β”‚   β”‚  (Date,      β”‚    β”‚  (Project,   β”‚    β”‚  BILLABLE    β”‚       β”‚
β”‚   β”‚   Hours)     β”‚    β”‚   Client)    β”‚    β”‚  STATUS      β”‚       β”‚
β”‚   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”˜       β”‚
β”‚                                                   β”‚               β”‚
β”‚                                                   β–Ό               β”‚
β”‚   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”       β”‚
β”‚   β”‚  DOWNLOAD    │◀───│  GENERATE    │◀───│  SELECT      β”‚       β”‚
β”‚   β”‚  PDF         β”‚    β”‚  INVOICE     β”‚    β”‚  UNINVOICED  β”‚       β”‚
β”‚   β”‚              β”‚    β”‚  (Auto-      β”‚    β”‚  ENTRIES     β”‚       β”‚
β”‚   β”‚              β”‚    β”‚   numbered)  β”‚    β”‚  BY CLIENT   β”‚       β”‚
β”‚   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜       β”‚
β”‚                                                                   β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Rate Cascade

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚              HOURLY RATE RESOLUTION              β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚                                                  β”‚
β”‚   1. Entry-level rate (user override)            β”‚
β”‚          β”‚                                       β”‚
β”‚          β–Ό  (if blank)                           β”‚
β”‚   2. Client default rate                         β”‚
β”‚          β”‚                                       β”‚
β”‚          β–Ό  (if blank)                           β”‚
β”‚   3. Project default rate                        β”‚
β”‚          β”‚                                       β”‚
β”‚          β–Ό  (if blank)                           β”‚
β”‚   4. App-wide default rate (Settings)            β”‚
β”‚                                                  β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Dashboard and Navigation

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚                 WORKLOG APP TABS                   β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚                                                    β”‚
β”‚  β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”      β”‚
β”‚  β”‚ Dashboard β”‚ β”‚ Time        β”‚ β”‚ Projects β”‚      β”‚
β”‚  β”‚ (Stats,   β”‚ β”‚ Entries     β”‚ β”‚ (Manage, β”‚      β”‚
β”‚  β”‚  Recent   β”‚ β”‚ (Filter,   β”‚ β”‚  Color,  β”‚      β”‚
β”‚  β”‚  entries) β”‚ β”‚  Export,   β”‚ β”‚  Rates)  β”‚      β”‚
β”‚  β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚  Invoice)  β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜      β”‚
β”‚                 β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜                    β”‚
β”‚  β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”                    β”‚
β”‚  β”‚ Clients   β”‚ β”‚ Settings   β”‚                    β”‚
β”‚  β”‚ (Contact, β”‚ β”‚ (Admin     β”‚                    β”‚
β”‚  β”‚  Rates,   β”‚ β”‚  only)     β”‚                    β”‚
β”‚  β”‚  Invoices)β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜                    β”‚
β”‚  β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜                                    β”‚
β”‚                                                    β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Key Features

⏱️ Time Entry Logging

Users log work by date with either a manual hour count or start/end times. Each entry can be tagged to a project and client, marked as billable or non-billable, and given a description. Hours are automatically calculated from start/end times when both are provided.

Feature Description
Manual or timed entry Enter hours directly or provide start/end times for automatic calculation
Billable toggle Mark each entry as billable or non-billable; configurable default
Hourly rate Set a per-entry rate; falls back to client, project, or app default
Auto-calculate amount Total amount computed automatically from hours multiplied by rate
Project and client tagging Associate entries with a project, a client, or both
Description field Free-text summary of work performed; optionally required via settings
Inline project/client creation Create a new project or client directly from the time entry form
Date validation Future dates blocked by default; configurable in settings

Use Case: A consultant logs 3.5 hours for a client meeting. They select the client, pick the project, and the entry auto-calculates the total at the client’s default rate. The entry is marked billable and ready for invoicing.

Pro Tip: Use start and end times instead of manual hours for accurate tracking β€” the app calculates the duration automatically and avoids rounding errors.


πŸ“Š Dashboard and Statistics

The dashboard provides at-a-glance metrics for time tracked today, this week, and this month, along with billable earnings and uninvoiced totals. Recent time entries and project/client summaries are displayed in a card-based layout.

Metric Description
Today’s hours Total hours logged for the current day
This week’s hours Aggregate hours for the current week
Monthly billable amount Total dollar value of billable entries this month
Uninvoiced amount Sum of all billable entries not yet invoiced
Recent entries table Latest time entries with date, project, client, hours, billable status, and amount
Recent projects sidebar Color-coded project list with total hours
Recent clients sidebar Client list with uninvoiced amount and β€œReady” badge
Quick invoice modal Generate invoices per client directly from the dashboard

Use Case: At month-end, a freelancer opens the dashboard, sees $4,200 in uninvoiced work, and clicks β€œGenerate Invoice” to create a PDF for each client with uninvoiced entries.


πŸ“ Project Management

Projects organize time entries into logical groups. Each project has a name, description, color label, default hourly rate, and active/inactive status. Projects can be private (visible only to the creator) or shared (visible to all users in the business).

Feature Description
Create and edit Name, description, color, and default rate
Color coding Hex color label for visual identification in tables and badges
Default rate Per-project hourly rate used when no entry-level rate is set
Active/inactive toggle Deactivate completed projects without deleting
Private or shared Private projects visible only to creator; shared visible to all
Deletion protection Projects with existing entries cannot be deleted
Total hours and earnings Aggregated stats per project
Search and filter Filter by status, sharing mode, or search by name

Use Case: A team lead creates a shared project β€œWebsite Redesign” with a $150/hour default rate and a blue color label. All team members can log time against this project, and entries inherit the $150 rate unless overridden.


πŸ‘₯ Client Management

Clients represent the people or organizations being billed. Each client has contact information (name, email, phone, address), a default hourly rate, and sharing controls. Client records tie entries to invoices.

Feature Description
Contact details Name, email, phone, and freeform contact info
Default rate Per-client hourly rate, highest priority in the rate cascade
Active/inactive toggle Deactivate clients without deleting
Private or shared Control visibility across the business
Uninvoiced summary View uninvoiced entry count and total amount per client
Recent entries See the latest time entries for a specific client
Deletion protection Clients with existing entries cannot be deleted
Last invoice date Track when the client was last invoiced

Use Case: A consultant adds a new client β€œAcme Corp” with a $200/hour rate. All entries tagged to Acme Corp automatically use $200/hour. From the client detail page, the consultant can see $3,600 in uninvoiced work and generate an invoice.


🧾 Invoice Generation

Invoices are generated from selected billable, uninvoiced time entries for a single client. The app creates a professional PDF with auto-numbered invoice IDs (INV-YYYY-NNNN), line items, totals, and company branding. Invoices track their lifecycle from draft through sent, paid, or cancelled.

Feature Description
Auto-numbered invoices Sequential format INV-YYYY-NNNN per user per year
PDF generation Professional branded PDF using Prawn with company info, client details, and line items
Invoice statuses Draft, Sent, Paid, Cancelled with lifecycle management
Due date Automatically set to 30 days from invoice date
Line items Date, project, description, hours, rate, and amount per entry
Totals section Total hours, subtotal, and total amount
Multi-currency USD, EUR, GBP, CAD, AUD with configurable default
Company branding Company name, contact info, and optional logo on invoices
Quick invoice from dashboard Select a client with uninvoiced entries and generate in one click
Cancel with rollback Cancelling an invoice marks all its entries as uninvoiced again

Use Case: At the end of the month, a freelancer opens the dashboard, sees β€œAcme Corp β€” 12 entries, 47.5h, $9,500” and clicks β€œGenerate Invoice.” The app creates INV-2026-0003 as a PDF, which they download and send to the client.

Pro Tip: Use the Quick Invoice modal on the dashboard to generate invoices per client without navigating to the entries page.


πŸ“€ CSV Export

Export filtered time entries to CSV for external reporting, accounting software import, or personal records. Export respects all active filters (date range, project, client, billable status).

Feature Description
Filtered export CSV reflects the same filters applied to the entries list
Configurable columns Optionally include hourly rates and amounts
Date format options MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD
Non-billable toggle Optionally exclude non-billable entries from exports
Date-stamped filename Automatic filename with date range for easy organization

Use Case: An accountant exports all billable entries for Q1 2026 as a CSV, imports it into their accounting software, and reconciles against generated invoices.


πŸ“± Mobile Support

The Worklog app includes a full mobile web experience for logging time on the go. Users can view their dashboard with stats, browse recent entries, log new time entries, view projects, and review invoices.

Feature Description
Mobile dashboard Period stats (today, week, month) with filtering
Log time on mobile Full entry form with project and client selection
View entry details Tap any entry to see full details
Browse projects View active projects on mobile
View invoices Browse and view invoice details with entry breakdown
Dark mode Full dark mode support in the mobile layout

βš™οΈ Admin Configuration

Admins configure the Worklog app through a tabbed settings page with six categories: General, Time Tracking, Invoicing, Export, Privacy, and Notifications.

Category Settings
General Enable/disable WorkLog for the business
Time Tracking Require project, require client, require description, default billable status, max hours per entry, allow future dates
Invoicing Default hourly rate, company name on invoices, contact information, logo toggle, default currency (USD/EUR/GBP/CAD/AUD)
Export Include non-billable in CSV, date format, include rates in exports
Privacy Allow admin access to view all user time logs
Notifications Weekly summary emails, reminders for incomplete days

User Roles & Permissions

Role Capabilities
Employee Log time entries; create/manage personal projects and clients (private); view own dashboard and stats; generate invoices from own entries; export own entries to CSV; access mobile views
Manager Everything above; view shared projects and clients created by team members
Admin Everything above; access Settings tab to configure time tracking rules, invoicing defaults, export options, privacy controls, and notification settings; optionally view all user time logs (when privacy setting enabled)

All worklog data is private to the individual user by default. Projects and clients can be set to β€œshared” to make them visible to other users in the same business.


Getting Started

For Employees

  1. Open Worklog from the Apps menu.
  2. Click Log Time to create your first time entry.
  3. Enter the date, hours (or start/end times), description, and optionally select a project and client.
  4. Mark the entry as Billable if applicable and set the hourly rate.
  5. View your dashboard to monitor hours and earnings.

For Consultants and Freelancers

  1. Create Clients for each person or organization you bill.
  2. Create Projects for each engagement or workstream, with a color and default rate.
  3. Log time entries daily, tagging each to the relevant project and client.
  4. At billing time, open the dashboard and use Quick Invoice to generate a PDF per client.
  5. Use Export CSV for external bookkeeping and reconciliation.

For Administrators

  1. Navigate to the Settings tab in the Worklog app.
  2. Under Time Tracking, configure which fields are required (project, client, description).
  3. Under Invoicing, set the company name, contact info, and default currency for invoices.
  4. Under Privacy, decide whether admins can view all user time logs.
  5. Under Notifications, enable weekly summaries or incomplete day reminders.

Best Practices

  • Log time daily. Small, frequent entries are more accurate than trying to reconstruct a week from memory.
  • Use projects and clients consistently. Tag every entry so filtering and invoicing are seamless.
  • Set default rates at the client level. This ensures every entry for that client uses the correct rate without manual overrides.
  • Generate invoices promptly. The dashboard uninvoiced amount highlights work that’s ready to bill β€” don’t let it accumulate.
  • Export regularly for accounting. Use the CSV export with date range filters to provide monthly or quarterly reports to your finance team.
  • Keep projects active only while in use. Deactivate completed projects to keep dropdown lists clean without losing historical data.
  • Use shared projects for team work. When multiple people track time against the same project, set it to β€œshared” so everyone can see and select it.

Frequently Asked Questions

Q: Can I track time without assigning a project or client?
A: Yes. Project and client fields are optional by default. Your admin can make them required in Settings if your organization needs stricter categorization.

Q: How are hourly rates determined?
A: The app uses a cascade: entry-level rate first, then client default rate, then project default rate, then the app-wide default from Settings. The first non-zero value wins.

Q: Can other people see my time entries?
A: No. All worklog data is private to you by default. Admins can optionally enable a setting to view time logs for reporting purposes, but this is off by default.

Q: What happens when I cancel an invoice?
A: All entries on that invoice are marked as uninvoiced again, so they become available for a new invoice.

Q: Can I use Worklog on my phone?
A: Yes. The mobile web view supports viewing your dashboard, logging new entries, browsing projects, and reviewing invoices.



Log every hour, bill every dollar, and stay on top of your projects with the Worklog App.

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