Set up
When setting up the office app, Tātou will provide you with Office logins to get you started, once you've got these head to https://office.tatou.com/ and you can login.
Navigating
...
Tātou Office menu
Feeling lost? There are 6 main areas of the office app, read the list or watch the video below.
Jobs
Start a job: Create a job in the office, for yourself or a colleague
All jobs: Here you will find all jobs that have been synced from the field app, you can make changes to them here or edit/add rates.
Operations
Projects: Create a project spec and monitor budgets and progress in real time. Generate scheduled tasks in bulk
Planner: Assign scheduled tasks to employees or teams in our easy drag and drop planning board
Scheduled tasks: Pre plan tasks and send to employees in the field
Invoicing: Review job costings and create invoice lines. Integrated with Xero AU and NZ
People
Employees: In this page, you can add new employees, edit details, assign crew to leaders, etc
Groups: Here you can create groups to make managing reports easier
Roles: Set up your employees roles with default hourly rates
Pay Periods:
Reports:
Reports: From here you can download data such as timesheets, payroll reports, employee inventory, etc
Exports: Download your data for editing and re-importing via our bulk imports.
Admin
Clients: This is where you set up your clients, locations and blocks for tracking against, assign divisions to present relevant info to your employees
Tasks: Create task categories and specific tasks within, assign roles or divisions to present relevant info to your employees
Equipment: Add machinery or material expenses to be added to a jobs, these can be on charged in invoicing
Contractors: Record any subcontractors you are associated
Forms: Create custom forms for capturing additional information on a job: health and safety checklists, SOP’s, spray records, quality checks and more!
⚙️
Settings: Customise your pay periods, jobs costs, field app rate types and more
Division: Segment your employees, clients, locations and tasks to increase privacy and accurate tracking
Permissions: Create access rules for employees, determining which features and data they can see
Message topics: Create clear communication processes with messaging to a resolution
Integrations: Connect your data to other software for seamless sharing
👤
Profile: Your personal employee details
Messges: All your conversations
Organisation profile: Your business details including name, region, timezone etc
Support: Link to our external knowledge base (the website you’re currently reading!)
Logout: Exit Tātou office
...