Worksheets
The new standard of time tracking software.
FREE forever for unlimited users.
The Team-Trak worksheet system is designed to simplify workforce management by integrating job-specific tasks into employee timesheets, making operations more efficient. Managers can create detailed task lists for each client property and store them in the system. These tasks, including recurring jobs, are automatically assigned to employees based on their schedules.
Employees can access their weekly and daily workloads via the mobile app, viewing important details such as the client name, property address, check-in times, and the estimated duration for each job. When the employee arrives at the client’s location, they check in using a QR code, which registers the start time and prompts the task list to appear on the app. The employee can then work through the tasks if necessary. Upon finishing, they check out via the QR code, automatically recording the end time and marking the job as complete.
Once the employee checks out, the system automatically checks their start and end times as well as the total time spent on the job against the worksheet. The manager can review this data, confirm task completion, and finalize the details for the timesheet. The system is also linked to the client’s invoicing or records, so hours worked and completed tasks are ready for invoicing, ensuring accurate billing, if required.
1. Increased Operational Efficiency:
The task list system automates the connection between task completion and timesheet tracking. This reduces the need for manual updates and minimizes human errors, freeing up managers to focus on higher-level tasks.
2. Accountability and Transparency:
Employees can view their task lists in real-time and check tasks. This real-time task tracking improves accountability and ensures that employees complete all required tasks on time. Managers have full visibility into what’s been accomplished and can immediately address any issues.
3. Improved Client Satisfaction:
By using a task list system, you ensure consistency in service delivery. Recurring tasks are clearly defined, ensuring that no aspect of the service is overlooked. This leads to better service quality and higher client satisfaction. Clients can also receive accurate, detailed invoices or reports that reflect the exact time spent on their property and the work completed.
4. Simplified Invoicing and Payroll:
The system links the tasks and hours worked to each client account. Managers can quickly approve timesheets and generate invoices, saving time and reducing the chances of billing discrepancies. For employees, the timesheet automatically reflects the tasks and hours logged, ensuring accurate pay.
5. Real-Time Notifications for Job Updates:
If the scope of a job changes, managers can easily update the task list, and employees are notified immediately. This flexibility ensures that both managers and employees can adapt to new or altered job requirements without confusion or delays.
6. User-Friendly Interface:
The system is designed for ease of use, especially for non-tech-savvy users. Both employees and managers have access to an intuitive mobile app, with clear buttons and navigation. Employees can quickly check in, track task progress, and check out, while managers can easily review and approve completed tasks and timesheets.
Implementing a task list system within your business can greatly enhance productivity, accountability, and customer satisfaction. By automating task tracking and linking it directly to employee timesheets and invoicing, you not only streamline your operations but also gain better insights into employee performance and job efficiency. The result is a more efficient workforce, improved service quality, and more accurate billing of reporting for clients—all from an easy-to-use system designed to make workforce management as simple as possible.
With the Team-Trak task list system, you ensure that tasks are completed on time, employees are held accountable, and clients receive the service they expect.