The Best Time Tracking App for Salesforce: A Consultant’s Guide
We all know that every untracked hour is lost revenue. But logging time inside Salesforce? It can feel like a patchwork of disconnected tools, clunky apps, or time-consuming custom builds. Let’s cut through the noise.
In this guide, we’ll show you how to make time tracking in Salesforce simple.
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What Are Your Real Options for Salesforce Time Tracking?
Here’s what the typical search journey looks like for a business leader or PM:
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“Can Salesforce track time?”
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“Best time tracking app for Salesforce?”
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“How to build timesheets in Salesforce?”
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“Salesforce PSA tool with time tracking?”
All good questions. But the answers are not created equal. So let’s break it down visually: 👇
| Feature / Capability | Salesforce Time Tracking App | Klient PSA (Full PSA Platform) |
|---|---|---|
| Built Natively on Salesforce | ✅ Yes (usually) | ✅ Yes |
| Time Entry Grid with Project Context | ⚠️ Basic | ✅ Weekly grid, keyboard nav, copy from schedule |
| Approvals & Audit Trails | ⚠️ Sometimes | ✅ Built-in approvals & logs |
| Estimates vs. Actuals Tracking | ❌ Not supported | ✅ Integrated with project plans and real-time updates |
| Margin Visibility & Calculations | ❌ Not supported | ✅ Track cost rate, bill rate, and see margins per task/project |
| PTO, Vacation, and Holiday Handling | ❌ Rarely included | ✅ Fully integrated (auto-submits) |
| Project Management Integration | ❌ Separate tool or manual | ✅ Gantt, WBS, task panels, Kanban |
| Resource Planning & Forecasting | ❌ Not included | ✅ Heatmaps, capacity, placeholders |
| Reporting & Dashboards | ⚠️ Basic | ✅ Real-time, native Salesforce reports |
| Ongoing Support & Updates | ✅ Limited | ✅ Advisory team, roadmap evolution |
Why Klient PSA Isn’t “Just Another Time Tracking App”
Klient PSA isn’t a timer widget bolted onto your CRM. It’s a full Professional Services Automation (PSA) platform built natively on Salesforce, designed to run your projects, time, billing, and resources—all in one place. That means:
- You log time in context: task, project, resource plan.
- Time flows into forecasting and billing automatically.
- Your entire team—from PM to CFO—has real-time visibility.
This isn’t just about timesheets. It’s about connecting effort to impact.
What’s New in Klient PSA 50.5
We’re making time entry even faster, more accessible, and more collaborative.
✅ My Timesheet: Enhanced Keyboard Navigation
- Navigate your timesheet grid with Tab, Shift+Tab, and Enter—no mouse needed
- Quick entry of tasks, hours, and comments with full keyboard accessibility
- Project & task dropdowns are now keyboard-optimized
Impact: Your team logs time faster, with fewer clicks & fewer excuses.
✅ Auto-Submission for Full Week Time Off
- If your approved PTO + holidays = full scheduled hours (e.g. 40h), Klient PSA auto-submits your timesheet
- No more “I forgot to submit” delays during vacation periods
Impact: Keeps approvals on schedule without requiring user input
✅ Auto Re-Share Timesheets on Project Role Change
- If a Project Owner or Resource Manager changes, all relevant timesheets are automatically re-shared with the new stakeholder
- Also applies to the “Recalculate Sharing” button
Impact: Keeps delivery running smoothly even when roles shift mid-project
Other Time Logging Features You’ll Love
- Copy from Previous Week: For recurring tasks
- Copy from Schedule: Pulls in what you’re assigned to
- QuickTime (Global Action): Log time from anywhere in Salesforce
- Start-Stop Timer: For real-time tracking
- Mobile Logging: Log time from your phone or tablet
- PTO Integration: Vacation, sick leave, and holiday time flows into resource forecasts automatically
👉 Learn more about Tasks & Time in Klient PSA
The Ripple Effect of Better Time Tracking
When your time tracking process works for your team, you unlock:
- Faster, more accurate invoicing
- Stronger project forecasting
- Improved resource planning
- Happier consultants and clients
No more chasing down hours. No more gaps in reports. No more delayed billing cycles.
Final Thought: You Don’t Need a Time Tracking App.
You need a smarter way to run delivery—and time tracking is just the start.
With Klient PSA, your team gets:
- A centralized timesheet interface built for speed
- Automation that saves hours and ensures accuracy
- Full integration with project plans, billing, approvals, and forecasting
RELATED DOCUMENTATION
Free eLearning courses:
– Logging Your Time in Klient PSA
– Logging Time Off in Klient PSA
FAQ: Salesforce Time Tracking with Klient PSA
What is Klient PSA, and how does it improve time tracking and project delivery?
Klient PSA is a 100% Salesforce-native Professional Services Automation (PSA) platform that unifies time tracking, project management, resource planning, and financials. Unlike standalone time tracking apps, Klient connects time logs to every part of the delivery cycle—from task to invoice.
- Individual contributors can log time easily through My Timesheet, with smart defaults, automated categorization of billable vs. non-billable, and mobile access.
- Project Managers gain real-time visibility into team activity and availability, speeding up approvals and enabling accurate budget tracking.
- Professional Services Leaders can track utilization, monitor project profitability, and forecast resourcing needs with confidence.
Klient PSA supports all major project types (Time & Expense, Fixed-Fee, Retainers, Recurring) and integrates with QuickBooks, Sage Intacct, and Xero to streamline billing and revenue recognition.
How does logging time off in Klient PSA benefit the organization?
Logging time off isn’t just about HR tracking—it’s a critical part of effective project delivery. With Klient PSA:
- Contributors ensure their availability is reflected accurately, avoiding misassignments.
- Resource Managers avoid scheduling conflicts and can proactively rebalance workloads.
- Directors and executives get precise utilization data across both billable work and time off.
- The business gains clarity, avoids delivery disruptions, and improves forecasting.
All time off entries go through a built-in approval workflow and automatically update project availability and utilization dashboards.
What are the different ways to log time in Klient PSA?
Klient PSA offers multiple flexible time logging options to suit your workflow:
- My Timesheet Grid: The primary interface for weekly time entry with keyboard shortcuts, comments, and copy-from-schedule features.
- QuickTime (Global Action Menu): Instantly access time entry or start/stop timers from anywhere in Salesforce.
- Task-Specific Time Logging: Log time from within the task panel, Kanban board, or My Deadlines—perfect for deep focus or task-specific entries.
- Mobile App: Capture time on the go using Salesforce mobile—ideal for consultants, field staff, or hybrid teams.
What are best practices for accurate and efficient time logging in Klient PSA?
To make the most of your Salesforce timesheet system, follow these proven habits:
- Log time daily and submit weekly to avoid memory gaps and approval delays.
- Track everything, even small tasks—missed minutes lead to missed revenue.
- Use shortcuts like “Copy from Schedule” or “Previous Week” to save time.
- Add clear comments—they improve transparency and can appear on invoices.
- Be honest with your entries—log actual time worked, not estimates.
- Follow internal policies—consistent practices ensure smoother approvals and reporting.
- Track both billable and non-billable time to improve project visibility and identify process gaps.
Replace all your tools with Klient, Salesforce #1 PSA platform
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
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