TimeLinx Requirements Survey

Enter Captcha value below to proceed: *

What is 7+4?

Thank you for filling out this analysis which will allow us to have a meaningful discussion with you, and help us prepare if you request a demonstration. There is an option to Print this out at the end for your own reference, and then press Submit to share it with TimeLinx. Completing this will take under 10 minutes. Please try to answer as many of these questions if you can obtain the information. All information will be kept confidential. Thank you.

Are you looking for Project Management & Service System or CRM? *

Depending on your answer, this will change some of the questions that will appear.

Today's Date *

Your Company Name *

Website *

Description of business/industries served. *

Your Name *

First

Last

Your title or role? *

Your Direct Phone Number *

Your Email *

Confirm Email

Only business email addresses are permitted.

Your Time Zone? *

Years there?

The "Big Picture" question: What do you hope we can help you with? *

How many employees in the company/your division?

Overall, how would you rate the technical savvy of your workforce (no names, please!)?

Very savvy
Not very experienced
Not very experienced and don't need to be
This will be a challenge

Email system used? *

MS Outlook
Gmail
Other

Do you have a CRM system? Name and version if known. *

How do you manage new customer leads?

Is it being used?

Number of Salespeople?

Do you offer Customer Service and have people tracking that?

How do you produce Quotations?

Do you have or want marketing automation/campaign management?

Are quotes complex or are usually pretty simple?

What is your ERP/accounting software name? Version or age if known. *

Do you have multiple divisions using different systems? *

Does your company provide services but only need to understand/manage labor costs?

How do you track and manage the services?

Multiple tools including spreadsheets, paper, Outlook/Google calendars, other (please name), all of the above 🙁

How many project managers?

Number of people who do the work? *

How many work outside the office and travel to customer sites providing services? They enter their own time and expenses, notes, work details, parts and equipment used, etc.

Describe the work they do. And do they go on-site?

If they go to customer sites, how do they record the work details?

How do work details, labor, parts, end up on invoices?

Do you have issues with your project system, or looking for a new/improved one?

Do you hire sub-contractors to perform some work? *

Is the project management system integrated with your accounting system? *

How long does it take to create the average service invoice? Minutes, hours? *

Are there multiple manager approvals, information to collect, review meeetings, rates to fix?

How do you charge for services? Choose all that apply.

Do you/can you charge premium rates for advanced skills/certifications, overtime/weekends, minimum charges), etc? *

Can you bill extra for certified staff, skills or experience? Or weekends and overtimes? If not, would you like to? Are you "leaving money on the table?"

Do you have dedicated scheduling staff? *

No
Yes
Sometimes or different people in office
People schedule themselves

Once scheduled, how frequently do schedules change?

Would automated notifications (i.e., assignments, schedule changes, etc.) to users, customers, managers be helpful??

Notify customers of new and changed schedules, notify sub-contractors, send schedules to users and field staff, notify PM's and users of new projects, work, details, etc.

Please upload to share workflow documents here

Click or drag files to this area to upload. You can upload up to 5 files.

These will be kept confidential. Up to 5 can be uploaded.

What did we miss? Other service issues you'd like to discuss? *

A phone call is welcome if it's easier for you. Call +1 (978) 296-4090

What is your project budget range? *

Do you have a time frame driven by circumstances? *

Product end-of-life, budget consumption, challenges with current methods, etc,

you to

Thank you for taking the time to finish the requirements survey.

Click "Submit" below to book your 30-minute requirements review.

Save and Resume Later

Want to Find Out More?

Company

Resources

Get In Touch