A company of 30 people working on service contracts, such as office cleaning. We follow one contract for three months, from instalments to shifts, down to what is left each month.
Book 30 minutesWith one or two contracts you can keep it all in your head. With twenty contracts and thirty people across different sites, you know what you invoice and not what is left of each contract.
The week starts from a sheet and goes through the chats. When something changes, someone does not read it.
Whoever was there when they were requested knows. That someone is missing comes out on the day.
The invoice for supplies goes to the accountant and nobody puts it back on the contract it was for.
The sums are done at the end of the year, when renewing at the same price is already decided.
You open a project with the year's value. One click splits it into 12 instalments, with amounts and due dates ready.
The week is prepared in a grid, or copied from the one before. On publication each person gets theirs by email.
Everyone sees their shifts on the phone and logs hours on the contract.
The request starts from the phone. Whoever answers sees the shifts on those days straight away, and those left uncovered are marked to cover.
The supplies invoice is allocated to the contract. If the customer reports a problem they open a ticket, and the hours of whoever steps in stay on the contract.
Each instalment says if it is to invoice. Month by month shows hours, costs, invoiced amount and margin, also in a chart.
Office cleaning for a year, €18,000. Anna opens the project and splits it into 12 instalments of €1,500.
Anna prepares Elena's and Luca's shifts and publishes. From the next week she just copies.
Elena sees where she has to go and logs her hours. In January there are 60, as planned.
The instalment becomes to invoice. Anna records the invoice from the instalment row, in one step.
Elena requests a week of holiday from the phone. Anna approves and two shifts are marked to cover.
Anna moves them to Luca. Luca gets an email with the change, and nobody is left uncovered.
The customer opens a ticket for extra work on the windows. The hours go on the contract, 78 in March.
March closes at -€144, but the running margin is €486. Paolo, the owner, knows it now and calls the customer about the windows.
The hourly cost is set by the company and only admins and back office see it. Elena and Luca see their shifts and their hours, not the numbers. The invoice is issued by your accounting software or your accountant. Here it is recorded, to know what is left to invoice and to collect.
Names and figures are made up.
Tell me how you keep track of them today. Thirty minutes, no commitment.
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