Introduction
Welcome aboard! Prepare to embark on an exclusive journey into the heart of the ChronRunner application. Today, we're unlocking the doors to reveal the seamless world of time management and productivity. Join me as we navigate the features, uncover the brilliance, and explore how ChronRunner effortlessly aligns with your workflow. Oh, and before we dive in, remember that your feedback is golden – if you spot any gems or have thoughts to share, drop us a line at support@chronrunner.com. Ready? Let's set sail!
Logging In
Ready to dive into the world of ChronRunner? As a first-time visitor, the entrance to this productivity haven is through the login page. A single click will transport you into a realm of efficiency and control.
Are you already part of the Google ecosystem? Seamless integration is at your fingertips - log in effortlessly with your Google account. But that's just the beginning. We're always evolving, and future login options are in the pipeline!
Not a fan of the Google route? No worries. Embrace the classic path by clicking "Sign up" and crafting your own unique username and password combo. The choice is yours, the journey awaits.
Clients
Welcome to the hub of your professional relationships - the Clients page. Here, you'll orchestrate and cultivate connections with your esteemed clientele, or as we call them in the ChronRunner universe, "clients".
Unveiling New Horizons
As you step onto the Clients page, a universe of possibilities unfolds before you. The first glimpse reveals a realm where you can not only manage your existing clients but also breathe life into new ones. Creating a fresh client is a breeze. ChronRunner is all about efficiency, so we start by asking for just the basics - the business name and the contact person. Once saved, a gateway to the client's details page opens, beckoning you to dive deeper.
Crafting the Perfect Profile
Editing a client's details is a symphony of customization. Every nuance matters, and ChronRunner gives you the tools to weave a tapestry of information. Venture into the world of:
Logo Url
Give your client a visual identity with a logo URL.
Contact Information
Adjust the contact details for your client to make your invoices more effortless to create and send on their way!
Projects
Unleash your creativity as you outline projects dedicated to your clients. While the feature to set intended weekly hours is an exciting prospect for the future, it's a promising preview of what's to come.
Services
Unlock the potential of each interaction by detailing the services you offer. Define hourly rates to streamline your invoicing and ensure seamless transactions.
Projects & Services - A Symphony of Precision
Venture further into the realm of Projects and Services - a symphony of precision where your expertise truly shines.
Projects: Guiding Your Efforts
Projects are the compass guiding your efforts. Define their purpose and set intended weekly hours for a glimpse into future features that will enhance your workflow even more.
Services: A Tapestry of Expertise
Your services are threads in the tapestry of your offerings. Set hourly rates for each service, ensuring that invoicing is not just efficient but also tailored to your client's needs.
Here's a quick glimpse of what it looks like when adding a new service, pretty straightforward! Edited to note, as of Sept. 11, 2023 you can also set whether or not the rate is an Hourly or Fixed rate!
Seamlessness in Action
Welcome to the Clients page, where ChronRunner transforms client management into an art form. Your professional journey begins here, weaving connections and sculpting relationships with precision and finesse. So, without further ado, let's navigate the path of success, one client at a time.
Schedule
Your compass to time mastery - the Schedule page. Here, time becomes your canvas, allowing you to weave a tapestry of efficiency not just for yourself, but also for your clients.
Step into the Realm
Upon logging in, the Schedule page unveils itself, illuminated by today's date. This digital landscape invites you to explore, inviting you to track your time, measure your productivity, and paint a vivid picture of your work.
Crafting Time Entries
Creating a new time entry is a journey that begins with a single click - the "New Time Entry" button. The stage is set with the current date and time, accurate to the closest 15 minutes. Delve deeper by defining the duration, selecting the client, project, and service. The hourly rate is pre-filled based on the service you choose, though you're always in control for per-entry adjustments. And if you simply wish to record time without a client, a 'title' suffices.
Refining the Masterpiece
Editing is an art in itself, and ChronRunner empowers you to refine your masterpiece. As you edit, an inconspicuous icon stands ready to synchronize the end date and time with the present moment, adjusting the duration with grace and precision.
The Symphony of Information
Enter the Schedule Item Summary - a symphony of information at your fingertips. Clicking on a scheduled item opens a window into its world. Behold the essence of time scheduled, the client's identity beckoning you to explore further, project and service names interwoven in harmony, the hourly rate, and the subtotal, a testament to your effort. If this entry has danced onto an invoice, its partner is revealed too.
From this symphony, you wield the baton. Choose to copy, an encore of an entry; to edit, refining your composition; or to delete.
Crafting Your Chrono-Melody
As you navigate the Schedule page, remember that each entry is a note in your chrono-melody. It's more than time tracking; it's the composition of your professional crescendo. With the Schedule page as your stage, let the harmony of time and productivity unfold.
Invoicing
The Invoicing realm is where efficiency meets precision. This is your command center, where you orchestrate the symphony of bills and payments. At your fingertips lies the power to craft, manage, and send invoices, ensuring a harmonious financial ecosystem.
Crafting Invoices with Finesse
Step onto the Invoicing page, a realm of creation and maintenance. Here, the art of invoicing transforms into a streamlined process. Create, send, download, edit, and delete invoices with effortless grace. And just above, a snapshot awaits - a glimpse into the financial heartbeat of your endeavors.
Breathing Life into Invoices
The Inception: New Invoices
Creating a new invoice is a journey of a few clicks. Choose the client, set the invoice date, determine the due date, and add a personal note if desired. A canvas of financial clarity awaits.
The Seller's Signature: Seller Information
Required information like seller details is seamlessly integrated. However, should you wish to personalize it on a per-invoice basis, the option is yours.
The Recipient: Bill To Information
Recipient details add a touch of finesse. Pull from existing client information or infuse a unique touch for this invoice, all with the grace of a few clicks.
A Symphony of Time Entries
Select time entries in rhythm with your projects and services. Apply taxes and discounts with the finesse of a conductor leading an orchestra, shaping your financial composition with precision.
Add vs. Add All
Use "Add All" for a harmonious inclusion of all relevant time entries. Opt for "Add" to curate individual entries into your masterpiece.
Merging Entries: A Fusion of Harmony
Merge entries, blending them into seamless compositions, creating a unified line item with clarity.
The Choreography of Statuses
Navigate invoice statuses, a choreography of actions that guide you through the invoicing journey.
Draft: A Symphony in Progress
Draft invoices are your symphony in progress. Edit, preview the invoice PDF, and when ready, crown it with the "Finalize Invoice" action.
Pending: The Prelude to Payment
Pending invoices await their overture to payment. Download, delete, and mark as paid, setting the stage for financial harmony.
Email Invoice: The Harmonious Dispatch
Email invoices directly to clients with a few clicks. A feature that evolves with time, promising seamless communication.
Overdue: The Unplayed Note
Overdue invoices are reminders of unpaid melodies. Download, delete, and mark as paid, ensuring every note finds its resolution.
Paid: The Crescendo of Success
Paid invoices, the crescendo of success. Download the PDF, a testament to your harmonious efforts.
The Finale: Payments Summary
At the pinnacle of the Invoicing page, a finale of figures. Total sent, total paid, and total unpaid invoices - a panorama of your financial journey.
Paid YTD: Echoes of Triumph
Amidst the figures, "Paid YTD" echoes the triumphs of this year's success - a testament to your financial harmony.
Crafting Financial Harmony
With every keystroke, ChronRunner becomes your conductor in the symphony of invoicing. Efficiency meets precision, and every action echoes in the realm of financial harmony. Step into the Invoicing realm and let the rhythm of your endeavors resonate.
Settings
Welcome to the heart of customization! The Settings page is your personal control center where you can fine-tune your account, manage subscriptions, and tailor settings to fit your preferences.
Profile
Personal Touch
Discover the essence of your account within the Profile section. Elevate your account's identity by updating your name, contact email, and choosing your preferred timezone.
Contact Email Clarification
Please note that the contact email is distinct from your login email. It serves as the conduit for account-related notifications, ensuring you stay informed.
Invoicing Defaults
Infuse your signature style into invoices with Invoicing Defaults. Here, you can establish default values that expedite the creation process by pre-filling fields. While these defaults are customizable for each invoice, they save you time by eliminating repetitive data entry.
Emblem of Identity: Logo URL
Elevate your brand presence by adding a logo URL. This visual emblem will grace your invoices, reinforcing your brand identity. Please note that SVG logos are not currently supported, but other image formats seamlessly integrate.
Crafting Your Experience
Within the realm of Settings, each preference and configuration is a brushstroke on the canvas of your ChronRunner journey. Customize, fine-tune, and optimize your experience to align with your unique style and needs. Empower yourself with the Settings page, where the power to tailor your experience lies at your fingertips.
Embrace the power of customization and elevate your ChronRunner experience. Your preferences, your path.
Wrapping Up
And there you have it! A comprehensive journey through the intricate landscape of ChronRunner, your ultimate tool for task management and financial harmony. From inception to invoicing, we've navigated the contours of this application, unveiling its features, potentials, and the ease it brings to your professional life.
If you're a freelancer looking to streamline your work process or seeking clarity in financial transactions, ChronRunner stands as your steadfast companion.
As we conclude this walkthrough, remember that this is just the beginning. The canvas of ChronRunner is ever-evolving, with more features and refinements to come. Your exploration has opened the door to a realm of efficiency, precision, and, above all, harmony.
Thank you for joining us on this journey. We're excited to have you as part of the ChronRunner community. If you have any questions, feedback, or ideas for improvement, don't hesitate to reach out to us at support@chronrunner.com. Your insights fuel our continuous strive for excellence. Also, feel free to check out our Docs site as well!
Here's to managing time, tasks, and finance in perfect symphony. Until next time, keep running with ChronRunner!
Stay organized. Stay productive. Stay ahead.