Although TT is similar to Harvest and other time tracking software in its functionality, there are a few terms and concepts that are new or we use differently. Below is a breakdown of the primary components of TT that you should understand to track your time and use the dashboard.

Talent

• Talent refers to the contractors who support Trusty Oak clients.
• Historically, we’ve used the term Virtual Assistant (VA), but we are expanding our services beyond traditional VA work, so we wanted the term to be more inclusive.

Clients

• Clients are the Trusty Oak customers you support.

Projects

• Projects are the work you’re currently assigned to for each Client.
• Typically, this is a subscription with a set monetary budget. (Our legacy clients have subscriptions based on hours per month.)
• It can also include Flat Rate Projects and other non-subscription services.

Rates

• Rates are the type of work you’re doing, but the critical component is that they’re tied to a specific rate.

• Most Talent will only have a single rate available, called “Generalist.” This is your normal hourly rate.

• Some talent offer specialized services, those rates are titled “Specialist - [Type of Work].”

  • (ie: Specialist - Video Editing)

• Hourly rates are indicated by a green hourglass icon.

• We also offer flat-rates for Flat-Rate projects. Flat-rates are indicated by a purple paper icon.

  Note: We’re currently testing a pay-as-you-go option with a few clients and VAs. If you’re working on this test, you’ll have a PAYG rate option for the related Client.

Time Entries

• Time Entries are the individual records of the time you’ve tracked on a given Client/Project/Rate.
• We often use the term “ time logs” synonymously with Time Entries.