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Agencies

Agency time tracking that protects your margins

See where client hours go, what they cost and what you can bill.

Worktivity shows how agency time is split across clients, projects and internal work. Link each project to a client, give people a pay rate and a bill rate, and the same minutes tell you what a job cost and what it can be billed for.

Benefits

What an agency gets out of it

  • Billable hours per client

    Link a project to a customer record and every minute booked to its tasks counts as billable work for that client. Internal work stays separate because it sits on projects without a customer.

  • Margin per task

    Task insights puts working hours, cost, billable amount and profit side by side for every task. Rates are stamped on each minute as it is recorded, so a raise next month does not rewrite last month's margins.

  • Workload you can see

    Timesheets and Work times show who is carrying the most hours this week, by team and by project. You see the overload before a deadline slips.

In practice

How an agency sets it up

  1. Add clients and projects

    Create a customer record for each client and a project for each engagement, with a budget if the job has one. Tasks can be typed in or imported from Asana, Trello or ClickUp.

  2. Pick the task, then clock in

    The desktop app, the Chrome extension and the mobile app all ask which task the time belongs to. Switching tasks mid-day moves only the minutes from that point on.

  3. Watch the budget while the job runs

    Opening a project row shows time spent and, with cost management on, the budget, cost so far and billable amount. A job running over shows up while there is still time to talk to the client.

  4. Invoice from the same records

    Under Cost management, Invoices, create an invoice for the client, fill in the lines from Task insights and download the PDF. Worktivity does not email it for you; you send the file yourself.

Features

Features agencies use most

The parts of Worktivity that make the biggest difference in this scenario.

  • Task tracking

    Clients, projects and tasks in one place, with each minute booked to a task. Every billable figure on this page starts here.

  • Task insights

    Cost, billable amount and profit per task, with a breakdown per person. The table can be exported to Excel.

  • Timesheets

    Hours per person and per day for any range. Handy when a client asks who worked on their account last week.

Choosing time tracking for an agency?

Compare eight time tracking tools by client reporting, billing, capacity planning, and team visibility. The guide explains which plan details to check and how to evaluate the tools on one client project.

Read the agency comparison

Try it on one client project first

Set up one client and one project, track a week of work and compare the billable figure with what you would have invoiced by hand.

14-day free trial. No credit card required.