Time Tracking

TimeGuard AI automatically logs all communication activity, so you know exactly how time is being spent on client interactions without manual timesheets.

What Gets Tracked:

All AI-handled messages

Response times

Lead qualification calls

Booking confirmations

Activity Dashboard

Dashboard Preview

Messages Today

23s

Avg Response

Leads Qualified

Meetings Booked

Access your dashboard at /portal/client/timeguard-ai

Intercepted Communications Log

Every message TimeGuard handles is logged with full context:

10:32 AMSMS

+1 (555) 123-4567

Incoming:

Hi, I'm interested in your services. What's your availability?

AI Response:

Thanks for reaching out! I'd be happy to help...

Qualified → Meeting Booked

10:15 AMEmail

john@company.com

Incoming:

Quick question about pricing...

AI Response:

Great question! Our pricing starts at...

Responded → Awaiting Reply

9:48 AMWhatsApp

+1 (555) 987-6543

Incoming:

Do you offer weekend appointments?

AI Response:

Yes! We have weekend availability...

Responded

Billable vs Non-Billable Tracking

Billable Activities

• Client consultation calls
• Project-related messages
• Meeting prep and follow-up
• Document review requests

Non-Billable Activities

• General inquiries
• Sales/marketing messages
• Scheduling confirmations
• Internal communications

Pro Tip: Set up auto-tagging rules to automatically categorize messages as billable or non-billable based on client, keywords, or context.

Filtering & Search

Filter Activities By:

Date Range

Channel

Client/Lead

Status

Response Time

Outcome

Team Member

Billable Type

Exporting Time Data

Export Formats

Export time tracking data for invoicing or reporting:

CSV

Spreadsheets

PDF

Client reports

QBO

QuickBooks

Next Steps

Manage team calendars

Team Scheduling

Analyze performance

Reports