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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

  1. Project = Collection A collection of Jobs synced jobs

  2. Scheduled Task = Planned A list of planned jobs to assign and send to employees

  3. 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

  4. Invoicing = Manually selected synced jobs costed and converted into invoice lines

  5. Payroll reporting =

What should I track?

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  1. 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)