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Time Trackinggetharvest.com

Harvest + Pitchsite Integration

Time tracking, invoicing, and proposal scope — all in sync via Harvest

Harvest is a time tracking and invoicing platform built specifically for service businesses. It combines time tracking, expenses, and invoicing in one tool — making it a natural complement to Pitchsite. When a proposal is signed, Harvest gets a new project with the agreed budget and scope, ready for your team to start tracking.

How to use Harvest + Pitchsite

A step-by-step look at how Harvest and Pitchsite work together.

1

Connect via Harvest API

Authenticate Pitchsite with your Harvest account using your personal access token. Clients, projects, and tasks sync immediately.

2

Auto-create Harvest projects on proposal sign

When a Pitchsite proposal is accepted, Harvest creates a new project for the client — with the proposal budget set as the project fee budget and service types mapped to tasks.

3

Map proposal services to Harvest task codes

Define how each Pitchsite proposal service type maps to a Harvest task code — "SEO Content" → Content Writing task, "Technical SEO" → Technical task. Accurate task-level tracking from day one.

4

Track time and expenses in Harvest

Your team tracks time against the Harvest project created from the proposal. Expenses (tools, third-party costs) are logged against the same project for complete cost visibility.

5

Generate Harvest invoices from proposal milestones

Harvest invoices can be generated aligned to the payment milestones defined in the Pitchsite proposal — ensuring billing accurately reflects the agreed payment schedule.

Use cases

Real ways agencies use Harvest and Pitchsite together.

Integrated time and billing from proposal

Harvest + Pitchsite creates a seamless flow from proposal to project to invoice. No manual project setup, no re-entering billing rates. The proposal creates the Harvest project, Harvest creates the invoices.

Team utilisation from proposal pipeline

Signed proposals in Pitchsite automatically create Harvest projects. Your resource manager can see upcoming project demand in Harvest before projects even start.

Expense tracking against proposal scope

Log third-party expenses (stock photos, tools, subcontractors) against the Harvest project. Compare total cost (time + expenses) against the proposal value for accurate net margin.

Milestone billing automation

Harvest's invoice feature aligned to Pitchsite proposal milestones means clients are billed at the right time for the right amount — automatically, accurately, professionally.

Key benefits

Why agencies connect Harvest to Pitchsite.

  • Harvest projects auto-created from signed Pitchsite proposals
  • Proposal service types map to Harvest task codes for accurate tracking
  • Proposal budget becomes Harvest project fee budget
  • Expense logging against proposal-created projects
  • Harvest invoices align to Pitchsite proposal payment milestones
  • Works with Harvest Free and Pro plans
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Pitchsite

Harvest + Pitchsite

Time tracking, invoicing, and proposal scope — all in sync via Harvest

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Frequently asked questions

Does Harvest's two-week trial work with the Pitchsite integration?

Yes. You can test the Pitchsite + Harvest integration during Harvest's free trial period — create a test proposal, accept it, and verify the Harvest project creation.

Can Harvest Forecasting data connect to Pitchsite's proposal pipeline?

Yes. Harvest Forecast (resource scheduling tool) can be populated from Pitchsite proposal pipeline data via Zapier — upcoming signed deals appear in Forecast for team scheduling.

How are team member hourly rates handled from proposal data?

Harvest uses its own user rate configuration. When Pitchsite creates a project in Harvest, the team rate settings from Harvest apply. Rates can be overridden per project if the proposal specifies specific billing rates.

Does this replace the need for a separate accounting tool?

Harvest handles time tracking and invoicing. For full accounting (P&L, tax, balance sheet), you'll still want Xero, QuickBooks, or FreshBooks. Harvest exports invoice data to accounting platforms easily.

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