Day: December 9, 2021

Summary

The need to track field service work, tasks, cost and expenses is quite obvious. The current system is a combination of excel spreadsheets, email, text messages and phone calls. The current reporting structure for the technicians is also manual.

- Task reporting: reporting of work completed by technicians on tasks assigned in previous projects. Technician will enter task information in the app on their phone or tablet. Service manager can easily see a list of all technicians that have been assigned to a work and a list of all tasks assigned to each technician.

- Cost reporting: each technician will have an electronic clipboard (ipad or android) that they can take with them on the jobsite that will allow them to enter items purchased for the current project. Once at the jobsite, the clipboard will be connected to the internet via WiFi and allow real time updating of work information in the back office. Any material that is not purchased through traditional purchasing systems (ie no purchase orders) will be able to be entered manually via an excel spreadsheet attached to the clipboard.

- Expense reporting: Each technician will be supplied with a small device which they can use to scan receipts when purchasing materials or services directly from an outside vendor (ie no purchase orders). An Android device with built in barcode scanner

Important of work reporting software for Field Service workforce

The current system for reporting time in the field is manual, paper based and time consuming. In addition to the expense of printing and postage, the process introduces errors resulting in inaccurate reporting and lost productivity.

- Task reporting- Cost reporting- Expense Reporting-Time reporting

The proposed solution will be implemented through a web based application that will allow field employees to submit timesheets directly into a secure server. All timesheet information will be integrated with the existing corporate accounting system eliminating the need for paper data entry and manual data reconciliation. The software will deliver critical, up to date information on a daily basis allowing management real time visibility of employee performance.

Tasks completed by field employees will be linked to specific customer orders so that internal team members can request additional work if required. The software will also integrate with our ERP system so that any reimbursable expenses (mileage, lodging, etc) from each employee can be quickly reviewed and processed.

Each employee will have individual login credentials for the application which will include role specific dashboards that provide task detail and status information as well as account balances related to each customer account. Users of the system can be restricted based on their role within the company as well as their location within the country.

The customers can easily report their work and record the amount of expenses, including mileage and distance traveled. Reports can be generated in a number of formats for different purposes. These reports can also be exported to other systems for further analysis.

The software is equipped with various features, such as scheduling jobs, sending reminders etc.

A simple but powerful user interface allows users to handle projects from start to finish with ease. The application has a wide range of features that are intended to streamline the process of managing work data.

The Work reporting software for Field Service includes a dashboard for monitoring all aspects of the project, including work completed, actual costs incurred and number of tasks left in each work phase. This information is available for viewing at any time. The dashboard also displays the current status of each team member along with their progress on assigned tasks.

A web-based system allows clients to log in from anywhere, without needing to install any software or requiring IT expertise to navigate the program's interface. Clients have access to all reports and other relevant data they need in order to make decisions based on real-time information.*

This report provides a snapshot of the activities, costs and expenses associated with the project. The cost of the work can be viewed in terms of Cost Per Unit or by Category. This report will provide a high level view of the activities and their costs over a period of time.

Tasks are grouped into Categories (e.g., Parts, Labor, Subcontracting). Each Task has an associated Cost per Unit and an associated Activity Code. This report is used to generate an invoice for each Category. Each category has its own cost per unit so that labor and parts can be charged separately for each task. The value is calculated by multiplying the cost per unit by quantity.

Tasks are grouped into Activity Codes (e.g., Preventive Maintenance, Repairs, Changing Lamps) to simplify reporting.

The work schedule can be viewed in a Gantt Chart format where tasks are represented as bars on the chart based on start date and end date for each task.

Time is the only thing that we can never get back; therefore it is our most important resource. Our lives would be much easier if we were able to manage our time better. Online employee management system provides a simple way to do just that. It's a employee management tool that enables you to plan your work, track the time you spend on them and visualize what remains to be done in order to achieve your goals.

Tips on saving time at work

The first rule of employee management is to finish on time. The second rule is to finish on budget. The third rule is: who cares? Conventional wisdom has it that you can have only two out of three, or maybe (for a major corporation) all three. But there's a better way.

It's not that the conventional wisdom is wrong, exactly; it's just incomplete. You can have all three at once, but only if you don't care which two you get. In other words, there are ways of keeping control that don't require sacrificing any of the three goals. For example, you can save time by using software to track your progress and make sure you're on schedule, and still keep within budget by spending an hour a week at the computer instead of two hours a month doing detailed planning.

If you want to save money as well as time and not sacrifice either goal, use the money you gain by finishing early to buy new equipment or hire people for the next phase of the work. That will give you more options for finishing on time and within budget -- as long as you make sure your new hires or equipment don't increase costs.

One of the most powerful ways to save time at work is to work incrementally: rather than trying to do everything at once, break the whole work into pieces that you can complete one by one. If you get tired or frustrated or lose interest partway through, you can stop and do something else. It's easier to stay focused on a task if you plan to stop after you finish it.

The main cost of incremental methods is that they are less likely than big-bang approaches to produce dramatic breakthroughs. For example, Newton's discovery of calculus was a comparatively incremental process—he wasn't sitting around staring at a blank piece of paper when inspiration struck—and he only wrote it down so he wouldn't forget it. But the discovery would have been unlikely under a big-bang approach because Newton would have needed quiet, undisturbed time for years. Incrementalism work best when it takes advantage of chance opportunities (such as walking home from church) and when the goal is not so much to make an earthshaking leap as to build on what came before.

Time management is key to success in any work, and you can achieve great results by employing some of the following time-saving tips. If you are planning a large work, break it down into smaller tasks and set deadlines for each of them. The task may be overwhelming if you try to do it all at once, but with a list of smaller tasks, you can manage and control each piece of work as it arises.

• These are some helpful hints for your schedule and list:
• Set shorter deadlines
• Do not let minor details get in the way of major details
• Take advantage of all your resources—both people and technology
• Do not wait for inspiration; start with the first idea that comes to mind, and turn it into a task
• Take advantage of your natural energy cycles—your creativity is highest in the morning, so schedule tasks like writing or research for then. Even if you get stuck on something, take a break to refresh yourself.

These tips are just a few examples of how you can streamline your work schedule using online employee management system. By implementing these ideas into a larger plan, you will reduce wasted time and maximize productivity.

Every business today needs a work manager, who is a person who plans, organizes, and handles the tasks required to complete a work or a product. The role often requires the work manager to work with cross-functional teams and use different software tools in order to track task assignments and keep work on schedule. This article will discuss how to use different employee management software tools for businesses.

The first thing you should do is find the right Employee management software that matches your needs. Don't get distracted by the number of features offered by various programs. Instead, be sure that the program has all of the features you need.

When you have found the right program, it's time to set it up. You should set it up so that it includes all of the information you need for a variety of tasks related to your employee management activities. For instance, if you are managing multiple work, you may want to add each one as its own tab within the program so that you can keep track of all of the details for each one in just one place.

After setting up the Work Management tools, you need to learn how to use it properly. Many programs offer a number of tutorials that can help get you started quickly. Then, as you begin using the software for daily activities.

1. Define the objective

When you are looking to buy a employee management software, there are several objectives that you might want to achieve. It could be to cut down on the cost of work, improve speed of work execution or even improve quality of work outcomes. The first step is to define which of these objectives is most important to your business. This would be an input for other steps that follow.

2. Identify needs

The next step would be to identify all these needs and requirements that have been defined in the previous step. Note that there might be some overlap between these needs and it would help in case there are more requirements than needs. This list should be prioritized based on which of them can bring maximum benefit to your business over a short period of time. 3. Find vendors

4. Evaluate products

After identifying vendors, evaluate their products in terms of priority and features and functionality. The features and functionalities that you need from your PMS should also be taken into consideration so that you can pick a software package that fits into your requirements as well as budget. 5. Get quotes

5. Identify problems early in the process

A major advantage of online employee management software is that it allows you to track the progress of your work easily, so if something goes wrong, you'll be able to notice it sooner than if you were monitoring the process manually. In addition, because each step of the process is laid out clearly, there will be fewer opportunities for mistakes and confusion regarding the details of each task. Discrepancies can happen in any business process no matter how simple it seems at first glance. If your employees are not familiar with employee management software, then they may not always realize when certain tasks have been skipped or overlooked until it's too late.