Im in the process of working thru the trial run now, so I'm still learning what it can do but it's already obvious that the monthly fee is far less than what it cost us to covert paper timesheets into paychecks. I know there are several folks on here using so I figured I would lay out my plan for feedback and hopefully get some answers as well.
We plan to roll this out on 11/1, each employee will clock in and out on a single tablet in the office, we will possibly move to the mobile app on 12/1 so that we can track time on various jobs if the following can be done.
1) the party chief can use his phone to log crew members in and out of jobs.
2) when an employee logs in can they choose a job # instead of a customer when TSheets is integrated with quickbooks?
3) most of our jobs are fixed fee prices but some are T&M. I'm assuming for T&M jobs the tracking of time, mileage and equipment is seamless when TSheets talks to quickbooks. What about back end manipulation for a 2 man crew fee vs a 3 man crew fee both being hourly.
TXSurveyor, post: 452043, member: 6719 wrote: Im in the process of working thru the trial run now, so I'm still learning what it can do but it's already obvious that the monthly fee is far less than what it cost us to covert paper timesheets into paychecks. I know there are several folks on here using so I figured I would lay out my plan for feedback and hopefully get some answers as well.
We plan to roll this out on 11/1, each employee will clock in and out on a single tablet in the office, we will possibly move to the mobile app on 12/1 so that we can track time on various jobs if the following can be done.
1) the party chief can use his phone to log crew members in and out of jobs.
2) when an employee logs in can they choose a job # instead of a customer when TSheets is integrated with quickbooks?
3) most of our jobs are fixed fee prices but some are T&M. I'm assuming for T&M jobs the tracking of time, mileage and equipment is seamless when TSheets talks to quickbooks. What about back end manipulation for a 2 man crew fee vs a 3 man crew fee both being hourly.
Hi there! To answer your second question, if you're integrated with QuickBooks, you do have to choose a customer. However, you can have service items -- which will come in from QuickBooks -- that you can choose and you can make those the job numbers if need be. As far as question number three, I'm sure some other people on the forum can provide you their own best practices, but I definitely recommend calling TSheets' customer service number (or asking via their live chat). Full disclosure - I work at TSheets, but I can vouch for how amazing the customer service team is! They would be more than happy to help you out. Here's the number: 888.836.2720. Let me know if you have any other questions! Have an awesome day!
Thanks for the response. TSheets service has been great thru the trial period and I'm sure it would continue. My Hangup right now in signing up for a system that my employees or myself can't select a job number or job name instead of a customer name being the default. 70% of my work is residential boundary surveys, where the customer has a slim chance of being a repeat customer witnin the next five years. No need to choose a customer each day even for the repeat customers where we have multiple projects going, when tracking time it's all about which project
You can track your time to the project but it has to start at the customer level.
Say you have a project for John Doe and enter him in QuickBooks as a customer. Then you'd just add a job in QB for John Doe called something like "17-001 John Doe Boundary Survey", or whatever your system is. Run the web connector and then in tsheets your users can add time to the project that is assigned to customer John Doe. You can even have tsheets search all levels so that you can just search a job number and it will populate. It actually works great.
At the end of the week or whenever you want to, you can approve time sheets and then bring the time to QB to run payroll and invoicing on those hourly projects.
For the service item we break it down so that each employee can log time. That way each employee is in charge of their own timesheet. For a crew we have service items that are broken down as Field Crew 1, Field Crew 2, Field Crew 3 that correlate to how many people are in the crew. So if you have a 2 person crew that bills at $120 per hour as an example, you'd set up the service item in QB for Field Crew 2 having rates as $60 per hour. Then when the two employees charge time to Field Crew 2 it will bill out at the $120 per hour total. I was hesitant to do this at first because I thought it might be confusing for clients seeing it broken down that way, but I've yet to have a complaint. Field Crew 1 and 3 you'd do the same way, depending on what rate you use for those. We also have office service levels and rates set up as well.
Having tsheets had saved us tons of time and money. It's well worth the cost and customer service is always excellent.
Good luck.