Introduction
With the time registration module, you can accurately keep track of all your activities, tasks and appointments. Even when you are on the road. You then link your hours to the right project or client with one click. The result: overview, correct invoices and clear reports.
What does the time registration module offer?
How to activate the time registration module?
1 What does the time registration module offer?
With the time registration module, you can easily add hours to almost any entity. You can link hours to a project, sales opportunity, work order or subscription, but also directly to a relation. You can also indicate whether tasks or appointments should be processed as time registration. You can register hours with a timer or afterwards. You then choose what can and cannot be invoiced.
Register hours easily via the timer on your PC, phone or tablet
Within Tribe CRM, you have a handy timer that you can switch on during your work so that you can accurately keep track of the time you spend on certain projects, tasks or appointments.
Time tracking on your smartphone in Tribe CRM
Entering hours afterwards
Besides being able to track hours with the timer, which is especially handy if you work on many different projects in one day, you can also enter your hours afterwards. For example, if you spent a day with a customer, after your visit you open the project or entity to which you want to link hours and add them.
Entering hours afterwards in Tribe CRM
Registering hours directly with a task or appointment
When scheduling your tasks or appointments, you can indicate directly whether the task or appointment should be logged in the time registration of an existing activity.
Register hours directly with an appointment in Tribe CRM
Register hours directly with a task in Tribe CRM
As soon as you save the task or appointment, the hours are then immediately processed in the time registration of the selected activity:
Hours from tasks and appointments processed in Tribe CRM
The time registration dashboard
See in clear dashboards what your employees have made in productive hours per project, per month or per year. See the difference between productive and billable hours. See at a glance the invoiced time per customer. In short, choose the dashboards and overviews you want to manage.
The time registration dashboard in Tribe CRM
Employees can place a widget on their dashboard containing hour overviews per project per day, week or month. Here, from this dashboard, they can add hours by clicking on a day in a project:
My project timesheet in Tribe CRM
2 How do I activate the time registration module?
Administrators of Tribe CRM can easily activate the Hours Registration module themselves. You can do this in the account settings:
Click the organisation icon in the top right of the blue bar.
Click on Account settings.
Click on the Add/Remove modules button.
Tick the option Module Hours Registration and click on get started.
Did you know.
The article How can I register hours gives you more information on how the hours registration module works?