Time entries and work summaries
Accurate time and clear summaries: they're how customers see the value of your work and how the team learns.
- Level
- Beginner
- Length
- About 20 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- Record time accurately against the right ticket and activity.
- Write summaries a customer can understand.
- Avoid vague or padded entries.
Course outline
- 1.Time entries and work summariesVideo · 3 min
- 2.Honest time, useful wordsLesson · 8 min
- 3.Billable time, contract coverage and honest entriesLesson · 8 min
- 4.Writing the monthly customer summaryLesson · 8 min
- 5.Time entries and work summaries: knowledge checkKnowledge check · 14 questions
- 6.Rewrite the week's time entriesScenario
- 7.Final exam5 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Professional services automation (PSA) time-entry practices (general)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.