Services Timer
The service timer allows time tracking without manual input of times
How the services timer creates benefits
The Vertec service timer enables intuitive service entering within the performance overview. It ensures that employees can enter their services efficiently and transparently without having to enter times manually. This increases the speed, accuracy and business value of time tracking.
- Increased efficiency: Time spent is entered to the second – no tedious manual addition.
- Transparency: All time entries can be checked at any time in the attendance time list.
- Customization: Customize the rounding logic according to your needs.
How the services timer works
1. Timer function in the performance overview
By default, Vertec displays the “Services” view on startup, where services can be entered either manually or via the built-in timer. With the help of the timer function, working hours can be started and stopped immediately – times are documented automatically.
2. Fast data entry
In the performance overview, you can work faster by switching between fields using the tab key without having to use the mouse. Quick project selection is done via project or activity code initials.
3. Start and stop timer
As soon as the timer is activated, Vertec records times – the icon symbolizes ongoing entering. Click on it stops the timer and the entered time is saved as a performance record.
4. Control via attendance list
All recorded times can be found in the attendance time list. This serves to check and trace the entries and provides an overview of hours worked.
5. Alternative input option: from–to and pause
In addition to the timer, it is also possible to enter services manually with start and end time plus optional break time.
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Recording of benefits and expenses, Entering services in outlook
Frequently asked questions
Can I access the customer history to see always the latest status?
If you update your customer history in Vertec, you can view it at any time. The history is filterable and is displayed either in an entire list or as a cluster of activities such as emails or phone calls. We call this the activity feed. Full-text search allows all authorized persons to search content stored in Vertec, including emails. With the Outlook AppOutlook App, you can see the activity feed of a contact directly in Outlook.
Can I save visit reports in the system and link them to following tasks?
You can document your appointments in Vertec. To do this, create activities and assign them to a project, a company or a contact. If necessary, you can create tasks with a due date and a responsible user.
Can I directly record my services in Vertec through my Outlook calendar?
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.
Can I also use my mobile device for service entry?
Yes, you can use Vertec conveniently on Android or iOS. With the Phone App, you can enter services, expenses, absences and activities.
How can internal services be recorded?
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.
Can I implement a release process for services?
Vertec offers standard employee sharing options. This makes it possible to approve entered services, for example by the project management.
Can services be subsequently transferred to other projects should, for example, errors occur?
Yes, you may transfer services at a later time. However, this is only possible as long as the service has not yet been charged.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
