This article explores a potential workflow for Teamleader users active in construction, manufacturing or installation.
Anyone active in construction, manufacturing or installation wants to do what they do best; whether it be carpenting, plumbing, tiling or roofing; the point is to get the job done, and spending as little time as needed on planning and administration is part of that. This is where Teamleader comes in. This article explores a potential workflow using Teamleader in the construction, manufacturing or installation business.
Needless to say, no two companies are the same and these are just suggestions. Teamleader offers multiple options for every action. If you have further questions, please check out our Knowledge Base or contact our support team by clicking the little question mark in the top right-hand corner of your account.
Here are the topics we will go over:
- Work orders
Let’s say you’ve arranged a time with the client to do your work. Time to create a meeting in Teamleader:
1. Go to the 'Calendar module'.
2. Drag and drop the cursor in the selected time frame and click 'Plan meeting':
3. Fill in the:
- Location - select the location of the contact or company
4. Click ‘Save’ and you will be guided to the Meeting page.
5. Click the plus sign next to ‘Colleagues attending’ to select the colleagues who will join you.
There you have it. The meeting has been planned. You will now find it in your own calendar and your colleague will find it in his or hers. Notice as well that the distance to the meeting address has been calculated automatically.
Note that this is just one way to create a meeting. Click the link to find out more!
Why not synchronise your Teamleader calendar to your external agenda to have a complete overview of your schedule in your other calendars as well? Click the link to find out more.
Before the actual installation, a lot of preparation might need to be done. You can plan these by creating tasks and assigning the right co-workers to them.
1. Go to your Calendar.
2. Navigate to the day the work needs to be done.
3. Click and drag the cursor downwards to select the timeframe.
4. Select ‘Plan a task’.
5. Fill in:
- Task type (find out how to create your own task types)
- Description of the task
- Assigned to(colleague responsible)
- Due date
When the task is completed, you’ll want to register how much time was spent on it to keep track of your costs. This takes us to the next section.
Timetracking allows you to register all hours spent on your meetings, tasks or calls. Click the link to find out about the different ways in which to track time. Here is how you might do it:
When a task has been finished:
1. Go to the 'Calendar module' and click the task.
2. Click 'Done'.
3. Indicate the start and finish time.
4. Indicate whether or not the task is invoiceable. If you select this, the timetracking will be registered as ‘unbilled time’ and can be added to the invoice later on.
Teamleader’s Work order module will allow you to create a work sheet and have it signed by the client on location. This is where the mobile app comes in. If you haven’t already downloaded it, you can do so via the Apple App Store for your Iphone or via Google Play if you’re an Android user.
To create a work order:
1. Open the Teamleader app.
2. Click the 'plus' symbol at the bottom of your screen and select 'Work order'.
3. You will now be asked to fill in all necessary info in order to complete the work order.
4. Fill in:
- The client
- The working hours (start and end time)
- The description of the work
- Products needed on the job (optional)
- Comments or images (optional)
5. The work order is now ready to be signed by the client!
6. Click ‘Save’.
You will now find the signed work order under ‘Files’ on the clients page in the browser version of your Teamleader account.
All the tasks you have completed for the client which you marked as ‘invoiceable’, as well as the time tracked on the work order will appear on under the ‘Unbilled time’ window on the client’s page in the CRM.
Click ‘Actions’ - ‘Create invoice’ to invoice all these items. Uncheck the box to the right of the items you do not want to include in the invoice.
This will generate a draft invoice, which you can immediately book and send. Click here to read about other ways to invoice time tracking and find the most efficient workflow for your business.
What’s your best tip for working with Teamleader? Feel free to let us know.
If you're not using one of these modules yet, feel free to contact us at firstname.lastname@example.org to try them out!