Running Harvest as a service, Invoicing Payments

Harvest Agency Implementation, Profitable Time Billing at Scale

Learn how to set up Harvest for retainer and project-based billing, configure automated invoice generation from tracked time, and use profitability dashboards to identify underpriced work before margins erode. This course covers team onboarding, integration with Asana and Slack, and pricing strategies that prevent scope creep from destroying project economics.

Open the decision record for Harvest

What does running Harvest for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$22/mo for Starter plan (single client) or $49/mo for Pro plan to run multiple clients
Time to first value
Low setup (hours) with time to value in days
Payback
Break-even in month 1 with one client on Pro plan ($147 revenue vs $49 cost)

Is Harvest worth running as a client service?

Harvest offers a solid opportunity for agencies to add a recurring managed service with minimal upfront investment, especially if you already serve billable-hour clients.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Asana or Slack for integration with Harvest
  • Stripe account for online payments
  • Calendar integration (Google Calendar or Outlook) for automatic time logging

People and inputs

  • Harvest Pro plan at $49/mo to start with multi-client support
  • Team training materials on time tracking best practices
  • Sample project templates and billing rate structures

Included with the course

7 working documents for delivering this service.

  • Harvest Billing Rate Card Templatetemplate
  • Time Entry Enforcement Checklist by Client Typechecklist
  • Project Profitability Audit Worksheetworksheet
  • Harvest-Asana Integration Setup SOPsop
  • Monthly Margin Review Dashboard Guideguide
  • Timesheet Approval Workflow for Teams Plansop
  • Budget Overage Alert Response Playbookguide

Listed by name. These documents are not yet published as individual downloads.