Work sheets & working time
Prepare the work, assign your team, and track hours actually worked. Work sheets connect your projects, workshop, and field visits to the same tracking.
One sheet for the work to be done
Find the client, project, steps, and materials on the same sheet. In the workshop, it can follow a vehicle or another item; in the field, it accompanies the client appointment.
The daily schedule
Distribute appointments by team member and spot the ones still to be assigned. Move an assignment or a time slot; conflicts are flagged so you can decide.
Actual time, per person
Start and stop time tracking on the sheet from the mobile workflow. Hours stay linked to the team member and the work done, with their type: workshop, installation, or travel depending on your organisation.
Work done and materials used
Track completed steps and record materials consumed. The sheet brings these together with the time spent to prepare the next stage of the file.
Field additions to review
Work added on site is reported to the project with its origin and review status. The manager can review it without interrupting work already under way.
Actual and billable stay distinct
Before preparing an invoice, compare tracked hours, quoted hours, and fixed-price services. The invoicing choice does not overwrite the time actually worked.
From work sheet to tracking, in 4 steps
Prepare the work sheet
Link the work to the client and the project, then specify the steps, the item concerned, and the planned materials.
Organise the day
Assign team members and position the appointments. The schedule lets you review time slots and assignments.
Record the actual work
Track hours, note the steps completed and the materials consumed. Additions discovered on site remain identifiable.
Review and prepare the next step
Review the work done and the field additions, then prepare invoicing according to the method chosen for the file.
Work done, in context
The same tracking connects the day's organisation, the work sheets, and the project.
Project, client, and work sheet stay connected to find the context of the work
The schedule shows the day's assignments and time slots
Field additions can be reviewed from the project
Hours actually worked are preserved, even if invoicing follows a different total
One kiosk to clock in and choose a work sheet
Use an RFID badge to clock in or out, then select a work sheet on screen and start or finish an activity. Explore the prototype; the workflow and connections to your HR and projects are scoped with your team.
Explore the kioskFrequently asked questions — Work sheets & working time
What's the difference between a workshop sheet and a field visit?
Does the schedule prevent every conflicting assignment?
Do invoiced hours replace tracked hours?
How can I check that these workflows suit my business?
Complementary modules
Project management
From quote to completed work, keep pricing, tasks, hours, materials and invoicing in the same record.
Learn more
Workshop management
A work order tracks each manufacturing or repair job: tasks, parts to prepare, time spent and progress, through to the quote and invoice.
Learn more
Field service management
Prepare visits, organise teams and find the hours, parts used and travel needed for invoicing.
Learn moreLet's organise a demonstration
Let's start from a work sheet and a working day of your team to check the workflow that suits you.
- A discussion about your business needs
- A scope tailored to your company
- Support with implementation
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