Get started in a few easy steps (non QuickBooks)...
1. Adding Employees
Once you log in to your account you will be at the Dashboard. Click Employees.
Start entering your employees by clicking "New" button.
Above, the Employee name, mobile phone and email are the basic info to get started, everything else can be updated later, if needed. Be sure to check "Send Email Invitation" and our system will send employee instructions on how to install our free app on their Android or iPhone.
2. Adding Customers and Jobs
Click Customer:Job in the left navigation. Then click New to enter a few customer sites. If you have many customers, you can import via .csv file.
Above, the Customer:Job Name and address are all that is needed to get started. If you click "Map
Address" system will draw a geofence based on the address entered. You can then move the thumbtack and adjust the geofence radius, if needed. The geofence will be used to alert employees and managers when the employee enters and exits the area.
3. Punching in on the App
From step 1, employees will receive an invitation to install the app on their smartphones. Here are more details on that process. Smartphone App Instructions.
4. Viewing Punch Activity and Employee Locations
Click on "Activity Log" in your navigation to the left. Here, you can view employee timestamps and location info for each Punch in/out.
5. Timesheet Reports
Online timesheet reports show hours worked for all employees and labor hours by customer:job. Reports can quickly be run for any date range by individual employee, customer or for all employees and customers.
These are the basic steps you can take to "kick the tires" and see how how employee times and locations get captured. There's so much more you can do once you get started.