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Faster Estimate Approval and Payment with Gmail Actions

In May we made it easier for your team to view timesheets straight from Gmail with the initial release of Gmail Actions for Harvest. Now, we’re streamlining the approvals and payments process for clients to help you get paid faster. The latest Gmail Actions allow clients to view estimates and invoices with one click right from the corresponding email’s subject line. With fewer hurdles, clients have fewer reasons to delay. You’ll have more time to get work done instead of hunting down approvals and payments.

Gmail Actions for Harvest Estimates and Invoices

We’ve also added Gmail Actions for report downloads from Harvest. When reports get emailed to you, a button appears in the subject line to open them faster. Simply click Export > Google Drive from a report like the Detailed Time Report, and you’ll have one click access from your inbox to view the report in Drive.

If you or your clients are already using Gmail, these buttons appear automatically on emails from Harvest without any setup. Feel free to send us any feedback or get in touch with our support team if you are having any trouble!

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This was posted in Add-ons, New Features, Product News.
  • I would like Harvest to improve its Report section. Right now you can view how certain projects are progressing, but as a project and sections of the project as a whole. However, large projects have many sections and subsections. It would be great if Harvest would allow the reports to be filtered one more level so that we can analyze the progress in more detail. Is Harvest working on this now? Have other clients asked for this feature?

    • Katie Rose on July 8, 2014

      @Lorraine Thanks for the feedback regarding filtering reports more granularly! It’d be great if you can drop us a line here (http://www.getharvest.com/help/contact) with some more details and screenshots of what you are looking for so that we can let you know if this is on our radar. Thanks!

  • I like this concept, however, only the invoice summary is shown in the body of the email.

    • Katie Rose on July 8, 2014

      @Allan Thanks for sending us an email. I just got back to you in more detail there!

  • I would like for Harvest to improve the invoice creation- I wish it would store as default what I used in the last invoice (Billable hours, Invoice type, Detailed Line Items, which of the infos it shoudl show, etc.). That would also make if faster for me to get paid…

    • Katie Rose on July 10, 2014

      @Florentin Thanks for writing in! Have you checked out our Recurring Invoices feature? It’ll automatically create invoices for whatever frequency you specify with whatever defaults you like. Let us know if this isn’t what you’re looking for or if you have any other questions! http://getharvest.com/help/contact

  • Steve Gosling on July 10, 2014

    Agree with Lorraine regarding reporting.

    Support for fixed fee projects – which constitutes almost all of our work is also seen as a very high priority item.

    • Katie Rose on July 10, 2014

      @Steve Thanks for the feedback! Support for fixed fee projects is on our radar, so stay tuned! Any further details you could provide about what you need would be very helpful! Feel free to drop us a line — http://getharvest.com/help/contact.

  • Looks awesome! What step in the Gmail actions, if any, will trigger an estimate to be marked as “seen” by a client?

    • Katie Rose on July 16, 2014

      @Ben Thanks for reaching out! Unfortunately, estimates won’t show if a client has viewed them. That’s a feature that’s currently limited to our invoices. However, I’ll make note that this is something that you’d like for estimates as well!

  • I think this new addition is great! Thank you.

    Another Google app that i would like to see connected to Harvest is the calendar or some sort of Harvest calendar
    This would be a great addition for upcoming projects that can be entered in the present for the future.
    Thanks again.

    • Katie Rose on July 21, 2014

      @Pete Thanks for the kind words! We don’t have an integration with Google calendar, but we do have a new product called Forecast that may help you get a better view of your upcoming projects. You can check it out here: http://www.getharvest.com/forecast.

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