Help
How HoursEasy works, written for whoever is holding it: the owner setting it up, the office sending hours, and the crew recording them.
Getting started
From signing up to your first pay run.
- Start your free trial
What the sign-up form asks for, what your thirty-day trial includes, and what happens if a card or an email goes wrong.
- The four setup steps
What each of the four screens after your first sign-in asks for, and why it matters.
- How HoursEasy fits together
Clients, projects, rates, roles and dockets — how the pieces connect, in one place.
- Your first fortnight
A checklist for the two weeks after you sign up, from finishing setup to your first pay period.
Setting up your business
Clients, projects, rates and the things your crew records against.
- Set up your clients and projects
Adding clients and projects, what each project field does, and how work with no client to invoice is handled.
- A project's rate table
Pricing role lines and item lines, copying rates between projects, and why an unpriced line blocks a send.
- Roles and task types
What a role and a task type each decide, and how the chargeable flag controls whether hours reach an invoice.
- Items, and what about expenses
Adding items, prompting the crew for them on a task type, and where a genuine staff expense belongs instead.
- Quantities the office assigns
Recording a charge nobody on site can, such as equipment hire, against a project directly from the office.
- Your business settings
Letterhead, logo, timezone and pay period — what each affects and why two of them warn you before you change them.
- Archiving, deleting and restoring
How HoursEasy decides between delete and archive, and how an archived row behaves afterwards.
Your team
Inviting people, seats, and when somebody leaves.
- Invite somebody to your team
Sending an invitation, reading the Access column, resending a lost link, and every failed-invitation screen.
- Seats and what you pay for
What counts as a seat, what happens to your sign-in when you're archived, and how many people each plan allows.
- When somebody leaves
What archiving a person does, how to bring them back, and what happens if your plan is full.
- Enter hours for somebody else
Switching to another worker's timesheet from the office, and what you can and cannot change once you are there.
For your crew
Short guides for the phone. Send this section to anyone new.
- Signing in
There's no password — how the link works, what to do if it's expired, and signing out on a shared phone.
- Put HoursEasy on your home screen
Adding the icon to your phone so it opens like an app, and why to do it once while you still have signal.
- Recording your day
Adding a line to your timesheet on a phone — what each field means, and why sent lines cannot change.
- Working with no signal
What each sync status means, and what to do about it.
- When the office refuses an entry
What each refusal reason means, and what to do about it.
- Recording what you used
The Items used panel — when it appears, and how to log what you used on site.
- Getting a docket signed
Getting somebody's signature for the day's work, right there on your phone.
- Your profile
What you can change about your own details, and what an administrator sets instead.
Dockets
Getting work signed for, and what happens after.
- How dockets work
The three ways a docket gets signed, why it carries no money, and why a signature never blocks an invoice.
- Managing dockets
Raising one from the office, sending it to be signed, statuses, downloading, resending a copy and withdrawing one.
- Signed dockets that no longer match
What it means when a signed docket and the work it froze disagree, and how to settle it.
Signing a docket
For a client’s representative who has been asked to sign.
- You have been asked to sign a docket
What the docket is, what you are confirming by signing it, and what happens next.
Xero
Connecting Xero and sending hours and invoices to it.
- Connect HoursEasy to Xero
What connecting gives you, choosing the right organisation, and reading whether the connection is healthy.
- Match your records to Xero
Which of your clients, projects, staff, roles and items need a Xero record, how the auto-match works, and confirming before anything can be pushed.
Account and billing
Your trial, your plan and your card.
- Your trial and your plan
What the Billing page tells you, what each plan gets you, and how to change any of it.
- When a payment fails or you cancel
What still works while a payment is failing, and what happens to your data if you cancel.
Troubleshooting
When something does not do what you expected.
- Troubleshooting
What "That did not work" means, a sign-in link that never arrived, hours in the wrong week, and a refused entry.