Tailored to the needs of service companies
Performance tracking, also known as time tracking, is at the heart of Vertec and has been developed specifically for service providers. Employee in companies usually enter their services on their own, but often this process is still done via Word or Excel files. The services must then be compiled, verified, and finally billed. This takes valuable time and is prone to errors. Different Vertec:
Services are entered in Vertec on projects or cases. The central entering enables many follow-up processes. Check and approve services, billing, evaluation – these are all important processes that access the centrally recorded services.
Vertec offers you several ways for your time recording. In the daily overview, the completed project times are entered in a list one by one. In the weekly table, the services appear in a table, summed up per day and per project or project phase. This makes it easier for employees who work on the same project, on the same tasks or on internal projects for a longer period of time.
In Vertec, performance recording can also be done by From To times. You can define pause times and then have them deducted automatically from the entered time period. The list for performance recording is customizable. Instead of the classic input fields, you can also display the From To fields and the pause field.
You can use Vertec on all common devices to enter your working time. Mobile entered services are directly available in Vertec and can be processed further. With the timer function, you can entered your services continuously. Just click on the play button.
The recording of attendance time corresponds to the statutory recording of working time (company data recording). Entered services, on the other hand, are used for charging purposes and have no direct connection with presence time. However, on the basis of the summed presence time and the recorded services, it is possible to quickly identify which percentage of working time has not been entered as readable services.
Create appropriate approval procedures for controlling: For example, a team leader could use such a workflow to review and approve the services of his team members. Only then is an invoice created.
The Vertec Outlook App allows you to complete Vertec tasks directly in Outlook. In terms of performance recording, it is possible to convert calendar entries directly into services. If you click on an existing appointment or create a new one, you can enter service it directly as an service and assign to a project, a phase and an service type. You do not leave Outlook, but have created the data in Vertec.
Product line “Standard” or “Expert”
Module “Services & CRM”
Yes, Outlook calendar entries can be used for recording services directly in Vertec. The Outlook App detects when an appointment is created or clicked and opens a “+ New service” button. Project, phase and service type can then be selected.
Internal services can be entered on internal projects. When creating a new project, select the project type “internal”. This will mark all services entered on this project as not chargeable.
Yes, you may transfer services at a later time. However, this is only possible as long as the service has not yet been charged.
Yes, you can transfer services at a later time. However, this is only possible as long as the service has not yet been charged.
You can configure the time and performance recording in Vertec according to your needs. Either the times “from to” with the corresponding breaks are entered or only the actual hours.
