What makes our Timesheet different from others is that we can suggest time entries from our Scheduler to you. So lets say you’ve scheduled an appointment with a client for a Project you’re working on in the Scheduler.
That’s obviously time spent on the Project that needs to be recorded. Instead of having to copy the information about the appointment into a time entry manually. RealtimeCRM will instead suggest that appointment be added as a time entry and all the relevant information will be already entered for you.
So it saves you having to enter in information over and over again. Let’s run through an example:
- You add an appointment in the Scheduler via the usual method
- Then click the Timesheets panel and in the week for the appointment you’ve just created you’ll see under the Timesheet the heading ‘Suggested time entries’
- Click the ‘+Add time entry’ button next to the appointment you wish to create a time entry for and you’ll see it added to the Timesheet with all the relevant details
We’re always finding new ways to reduce the amount of data entry you have to do. It shouldn’t be a chore nor should it be time consuming to have accurate records of how you spend your time. After all, time is money.