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Time registration and materials

Every assignment that is executed should contain as much information as possible. Not just what was done and by whom. But also how long it took and which materials were used for the work.

If there is a link with an invoicing system such as Teamleader or onFact, the completed time registrations, in addition to the materials used, will be used to create an invoice from the work order.

New

There is now also the option to download a report of the time registrations. For this, see the option Reports in the left menu bar.

 

Time registration

Basic time registration

With basic time registration in Climapulse you record who, when and for how long worked on a work order, including preparation time in the workshop. Travel time, distance and any fixed fees, if applicable, can also be registered.

 

 

 

Extended time registration

The extended module offers additional options to tailor the time registration to the needs of your company. You can find these options under configuration in your account settings.

  • Input: do you want the total duration of the work to be entered, or do you want to work with a start and end time?
  • Display: do you want the registered time to the nearest time or to round up to 15 or 30 minutes?
  • Activities: determine for yourself which activities the installers can register their work on (workshop, at customer)
  • Extra options: do you want to switch the distance, travel time or fixed fee on or off?
 

If If time registration is not necessary, you can disable this function. This will remove the time registration block from the work order.

Once the configuration is complete, technicians and their colleagues can easily register their time on the work order.

 

Materials

Recording used materials is at least just as important as time registration. Make sure that the materials have been added to the Inventory in advance, so that the technician can easily select from a list what has been used. In addition to the pre-registered materials, there is always an open text field available in which ‘other materials’ can be mentioned