Staction: After the Job is Done.

08/27/10 Joe

Occasionally we publish support emails on the blog. Usually if one person asks, – more people want to know, but just haven’t asked yet.

QUESTION: (referring to the boss)”...The time entry feature will be great for us, but he will want to know if can it be integrated into his billing process. Basically, does it have the ability to go beyond project communication and management to reporting and billing?”

ANSWER:
I think a lot of this answer depends on your particular workflow, and tools. Here are a few random thoughts that might help:

Staction has a robust API just dying to be integrated with some quick code into the billing app of your choice.

Even if you go for a manual approach, the reporting in Staction is great. -But you have to customize it for your needs.

-Since you can create “saved views” in Staction, you can grab any info you need quickly over the day. Like “all time entries for Paul this week on Projects X,Y, and Z.”

-If you hop into the “projects” tab up top, you can see detailed time reports for every project you have going. You can also click the little
icon to get a summary of hours by person, recent entries, and todo status.

-If you hop over to the “people” tab up top you can pull date range reports of hours logged for each person on your team.

-Don’t forget tags! Staction has it’s own built in tagging system, but we encourage people to take it further… Using #hashtags in your entries is a great way to track job status… Try tagging posts with #done #revisions #jobcost to get even more out of your posts. If you do, then you can pull cool reports like: “all jobs with a post that has the keyword “#done” in it that have time entries logged this month”

To be honest, Staction’s flexibility, and complete lack of rules is what we’re so incredibly proud of about the app. But also to be honest, it’s what keeps a lot of people from adapting it into their flow. It’s a blank slate… You can do almost anything you want with it, -but you will have to get creative.

Thanks for getting in touch. It means a lot to us when our customers take the time to write. Please send us an email any time you like.

Thanks for using Staction!
-Joe
-Paste