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How do I add notes and how are they used?

Calendar notes can be applied to any day and can be helpful to display self reminders or comments to everyone who uses the account. A common use for notes is announcing team member vacations or for holidays. A note cannot be viewed by others if it is set to private, and public notes can be […]

Can I subscribe to the home page calendar?

The iCalendar subscriptions from the home page calendar allows you to add your milestones, tasks, and notes to your favorite desktop or web-based calendar software. These instructions detail how to obtain the URL for your iCalendar subscription and add it to Google Calendar, Apple iCal, or Microsoft Outlook (2007 or later) or to download an iCal file. A note […]

Exporting data

Any Administrator level user with access to Settings & Defaults has the ability to export data. All account data (except for documents) can be exported in CSV or XML format by navigating to Settings & Defaults > Export Data. Each major section of your account data is available for export. The only exception are Documents […]

Importing data

Overview Intervals can import the items listed below. The import is available to any administrator level user that has access to the Settings & Defaults section by navigating to Options >> Settings & Defaults >> Import data. If your account is already populated, feel free to import any individual import at any time, but if […]

Basecamp™ classic import

Introduction The import utility in Intervals will import your data from Basecamp™. However, it does require you to be on Basecamp™ classic. It will not work with Basecamp™ Next, or Basecamp 3.  If you recently signed up for Basecamp™, it is very likely you are not using Basecamp™ Classic. Basecamp™ Next was released in early 2012. […]

How do I add my own custom CSS?

Custom CSS can be added by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, and click on the Try the Advanced Theme Editor link under the Advanced Theme Editor section.   By adding custom CSS, it enables every page within the application to be fully customized to […]

How do I change the visual theme?

Your Intervals account can be modified to better match your company’s brand. Any Administrator level users with access to Settings & Defaults are able to make these changes by navigating to Options >> Settings & Defaults. Note: The branding options apply to the overall account. Individual projects cannot be branded differently. Ways the interface can […]

How do I change my account subdomain?

The subdomain can be changed by Administrator level users with access to Settings & Defaults. Navigate to Options >> Settings & Defaults, under the General Info section. Note: When this field is updated all future outgoing emails are also updated. 1. In the subdomain field, enter the new desired subdomain. Note: The Intervals domain can […]

Mac time tracking app Eon (third party)

If you are using a Mac, there is a third party tracking app that can be used. The app is called Eon. If you’d like more information on this Mac time tracking app, please visit the developer website. Here are some sample screenshots of the Eon time tracking app:

QuickBooks Desktop Integration

What are the requirements for QuickBooks integration? This help resource explains QuickBooks integration for the desktop version of QuickBooks. We also integrate with QuickBooks online. The help resource for QuickBooks online integration is available here. For the desktop version, QuickBooks 2006 or newer for Windows is required for Quickbooks online integration. QuickBooks Mac and Quickbooks […]

What happens to my data when I cancel?

We understand Intervals might not be the right fit for your needs. After an account is canceled the data is deleted from our servers after seven days except for some aggregate usage data that is maintained. If you decide to re-activate an account the data will not be recoverable if it has been longer than […]

Can I export my data?

Account data can be exported directly from within Intervals. Each major section of Intervals is available for export in XML and CSV format. To export all of your account data, you’ll need to be an administrator level user with access to Settings & Defaults. It can be found by clicking on Options ⚙ > Import […]

How is data backed up?

Databases are replicated in real-time at the data center. Backups are encrypted and stored in a secure facility located in a a different geographical location nightly with monthly retention. Documents are replicated to multiple storage points. If a document is deleted from Intervals, it is deleted from the backup a few hours later. Detailed information […]

Can I edit my Customer ID? Can I include my VAT number or custom information in my monthly invoice/receipt?

This Customer ID field can be used for a number of different purposes, for example, to include an exact company or department name. Because the Customer ID shows up on each monthly receipt/invoice, it is ideal for including details that may be needed for at your company for processing accounts payable. To get started, navigate […]

My credit card shows a charge from why?

Why am I being charged? Intervals, web-based time, task & project management software Pelago is a software development company based in Santa Barbara, CA and has been in business since 2000. Pelago is the creator of Intervals, a web-based task, time and project management service that is used by small businesses in over 100 countries […]

Can I change my account name?

The account name can be changed by going to Options >> Settings & Defaults. The name is located under Company/Account Name. When this field is updated all future outgoing emails are also be updated.

How do I view my receipts? I need to see my billing history.

All past receipts/invoices for the monthly subscription charge are available directly within the account. They are available by logging in and and navigating to Options >> Plan Info >> Billing history. All receipts can be printed or exported to PDF. Here is what the billing history page looks like. If you need to have the monthly […]

What types of payment do you accept?

There is no long term contract and the service is a month-to-month subscription. We currently accept credit card payments for Visa, MasterCard, Discover, and AMEX. Debit cards for Visa and MasterCard are accepted as well.

Can I upgrade or downgrade to a different plan?

When upgrading or downgrading an account there is no proration. We prefer to keep our billing as simple and straightforward as possible. This means that when you change your plan you are granted immediate access to the new plan. However, you won’t be charged the new amount until your next monthly billing date. Any administrator […]

How do the active project limits work?

Intervals pricing is based on the number of active projects, where each plan limits the number of projects based on the plan. Note: this does not apply to plans that offer unlimited active projects. When a project is completed, we recommend deactivating it to hide it in the project list. You can do this by […]

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