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Timelog to Outlook Calendar
Video training manual 2019 - Click Here Creating time logs and pushing these to your outlook ...
Custom Fields Tab
Custom Fields Tab Select category from the drop down arrow and save ...
Invoice Line Tabs
Invoice Tab Add button Allows a user to add an invoice associated wi...
Travel Expense Tab
Add or Edit Time Log Travel Expenses Tab Charge Travel Fees Tick i...
Details 2
Add or Edit Time Log Details Tab 2 Support task Select the desi...
Time Log
Video manual training 2016 - Click Here It’s a method for recording the amount of a worker’s...
Barcodes Prepare
One would need to setup barcodes for the following: 1.Employee / user list of barcodes 2.Con...
Setup quotes and jobs ready for Time Tracker
It is a good idea to setup a quote with estimated values that is going to be taken over to the jo...
Time Tracker Setups
Before starting to use the time tracker clock, some setups need to be done Make sure that Codes ...
Time Tracker Clock Job
When clocking for Checkin and Jobs, one is able to use this window outside of the system to captu...
Time Tracker Clocks
Video training manual 2016 - Click Here CRM>Time Logging>Time Tracker Log Note: This has mov...
Sales Leads Setup Add
Source Tab Add Route To Market Tab Add Stages Tab Add Status Tab Add
Sales Leads Search
Add Contract
Billing Rate Adding Billing Rate Contract Task Adding Contract Task C...
Import Status Change
This is assigned when a PO has been authorised by a manager and now can be ordered User ...
Energy Parameters Inflation
Setting up the default inflation value percentage. Inflation will be updated per RFP ...
Add Creditor
Adding or Editing a new Creditor / Supplier. This has many tabs and sections to be filled in. T...
Mobile Asset Audit
Maintenance Schedule
Incident Log
Log an incident in the system Add a new incident Fill in all the necessary information on ...