Terminology can be different between different each software providers and different organisations.
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provider and each organisation. Key data can be customised for example; tasks, clients, employee ID’s but the feature names are not editable.
Operational structure
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Definitions
Project = Collection A collection of Jobs synced jobs
Scheduled Task = Planned A list of planned jobs to assign and send to employees
Job =
Task = What : The work or activity you are doing
Client, Location, Block = : Where you are working
Expenses = : The equipment tracked
Timesheets = : The employees tracked
Invoicing = Manually selected synced jobs costed and converted into invoice lines
Payroll reporting =
What should I track?
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Custom report to import into a third party system
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Customisation
Some fields are customisable to ensure your data is meaningful to you. This includes tasks, clients and equipment.
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What do you want to track v complexity for employees?
What do you need to invoice or budget for?
Examples;
We “We are only interested in employee hours per client and never do piece rate work.”=
Harvest (task) at Alandale Farms (
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client)
We “We are interested in employee hours and units per task and invoice clients by block.“=
Picking (task) at Alandale Farms, Jeffries Road, Block 1 (client)
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Supervision (task) at Alandale Farms, Jeffries Road, Block 1 (client)
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Quality check (task) at Alandale Farms, Jeffries Road, Block 1 (client)
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Bin Runner (task) at Alandale Farms, Jeffries Road, Block 1
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Task
Detailed e.g. picking, supervision, quality check, bin runners
Summary e.g. harvest
Client, Location, Block
Detailed e.g. Alandale Farms, Jeffries Road, Block 1 and Block 2
Summary e.g. Alandale Farms, Jeffries Road, All blocks(client)