Tātou Office: Navigation

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

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