Workspace

The workspace your service business runs on.

Hours, projects, customers, and reporting โ€” under one roof.

Free for teams up to 5 ยท no card
upstep.com / dashboard
Dashboard
Hours Today0:00
Hours This Week1:45
Active Projects1
Active projects
#14Hydraulic Skid Reloc.pending
#12Armacell screen conv.pending
#5Holt Melt Frame Upgradecompleted
Inside

One workspace

โ—ท
Time tracking that fits your forms
Build the fields you actually need โ€” text, number, date, dropdown, attachment. Each form has its own color and rules.
โ–ฅ
Projects with real status and deadlines
Pending, in progress, completed. Target dates, custom fields, hours rolled up by week and to date.
โ—Š
A customer database with their own portal
Real records with contacts. Invite a customer as a read-only contact in two clicks.
โŒ–
Reports your finance team will accept
Flexible time ranges, real overtime logic, exports to CSV, Excel, and PDF.
โ—‘
Overtime rules that match payroll
Day-of-week, daily, weekly, pay-period thresholds, holidays. Assign rules to members.
โ—†
Permissions scoped to the work
Scope by team, by form, by customer. Build roles or write a custom policy.
Forms

Customizable forms, not rigid timesheets.

Build the fields your team actually uses. Color-code each form. Pull every value into reports. Hours, projects, even customers โ€” all configurable.

  • โ†’Text, number, date, dropdown, attachment
  • โ†’Per-form color and rules
  • โ†’Pull any field into a report
Hours ยท New Entry
New Hours Entry
Time required
๐Ÿ“… Start Time
โ†’
๐Ÿ“… End Time
Entry Type
Select an option...โŒ„
Customer
Search customers...โŒ„
Project
Search projects...โŒ„
Parts Used
โœ“Completed
Invoiced
Dashboard

A dashboard that knows what today looks like.

Hours today, this week, active projects, what's due, where time went by customer. Managers can View as a teammate without changing seats.

  • โ†’Personal widgets per member
  • โ†’Org-wide defaults
  • โ†’Manager-only "View as"
Dashboard
Here's where your team's work stands today.
Hours Today
โ—ท
0:00
No entries yet
Hours This Week
โ–ค
0:00
1 of 5 days logged
Active Projects
โ–ฅ
0
Currently assigned
โ—ท
You haven't logged hours for today
Submit your hours to keep your timesheet up to date.
My Active Projects Currently assignedView all โ†’
IDProjectHrs (wk)To DateDueStatus
#1Test0:000:00โ€”in progress
#14Hydraulic Skid Reloc.8:3042:15May 11pending
#12Armacell screen conv.1:4512:30Apr 29pending
#5Holt Melt Frame Upgrade0:0056:00Feb 6completed
#3Projects Mgmt System0:0088:30โ€”completed
Upcoming DeadlinesNext 60 days
AC3 Project
Acme Studio ยท May 11
in 3 days
Q3 Brand Refresh
Fedrigoni ยท May 8
in 1 day
Vendor invoice
Bennett Richardson ยท May 4
overdue
Reports

Reports your finance team will accept.

Flexible time ranges, real overtime logic, clean exports to CSV, Excel, and PDF. Group by person, customer, project, or any custom field.

  • โ†’Current week / month / quarter / YTD / custom
  • โ†’Day, weekly, pay-period OT thresholds
  • โ†’CSV ยท Excel ยท PDF
โ† Reports
Pay ReportPayโœŽ Edit
Run
History
Time Range
Current month โŒ„โŒ„
Export (optional)
View only โŒ„โŒ„
Time Range
May 1 โ€“ May 31
Total Entries
0
Total Hours
0:00
Brad Fuquay6 entries
DateHrsNormalOTEntry Type
May 110:008:002:00Installation
May 42:002:000:00Programming
May 44:004:000:00House Keeping
May 52:302:000:00Service
Permissions

Granular RBAC, not just three preset roles.

Per-resource policies (read ยท create ยท update ยท delete) with scope qualifiers (all, team, own, customer, form). Compose roles from policies, override per member, evaluate in order.

  • โ†’Action-level: read, create, update, delete
  • โ†’Scope qualifiers per resource
  • โ†’Compose roles from reusable policies
Roles โ€บProject ManagerCustom7 members
POLICIES ยท 6
Hoursreadยท team
Hourscreateยท own
Projectsupdateยท team
Reportsexportยท team
Customersinviteยท team
Overtimereadยท all
ROLE
โ—†Project Manager
HoursProjectsReportsCustomersOvertime
MRJBPHBF+3 members
JBOverride ยท Jason B.
+ Customers create ยท all
scopes:allteamowncustomerform

For service businesses of every shape.

01
Agencies
Track retainer hours by client. Export billable time monthly.
02
Consultancies
Project-rate engagements with per-customer reporting.
03
Contractors
Field hours with overtime rules that match your payroll.
04
Studios
Color-coded forms per discipline. Customer portal for approvals.
05
Pro services
Per-team scopes, per-customer scopes, real defensibility.
Pricing

Free for small teams. Unlimited when you grow.

No credit card required to start. Be up and running in minutes.

Free
$0forever
For small teams getting started.
  • โœ“Up to 5 members
  • โœ“100 hour entries / month
  • โœ“25 project entries / month
  • โœ“2 MB attachments
  • โœ“Hours, Projects, Customers
Create a workspace
Pro
Most teams
$5/ member / month
Unlimited members, unlimited entries, every feature.
  • โœ“Unlimited members
  • โœ“Unlimited entries
  • โœ“Larger attachments (50 MB)
  • โœ“Reports, Teams, API access
  • โœ“Priority support
Start free
Get started

Get your team set up in minutes.

Set up your team's workspace, configure forms and roles your way, and start tracking hours in minutes. Free to start, no card required.