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.

Today's Date *

What is the name and City/State/Country of your Sage or Infor Partner?

Unless requested not to, we will share your answers with your reseller/partner.

Your Company Name *

Website URL *

Industry or Description of Business *

Your Name *

First

Last

Your Phone Number *

Your Email *

Confirm Email

Only business email addresses are permitted.

Please describe the primary pain points in your service business. *

What are the biggest challenges you need to solve before all others.

What bottlenecks do you run into on a job? *

For example, finding and looking up customer information, directions, re-scheduling, paperwork like industry-specific forms, comparing vendor prices, contacting staff, etc.

Please describe what is working well?

What CRM do you use? *

What accounting/ERP system do you use? *

Name your scheduling method/system, if you have one.

Do you currently have a project or service management system? Please name it. *

.e., MS Project, spreadsheets, Concur (expenses), Outlook calendars, etc.

Name your email system? *

How many employees in the company? *

Number of Services people? *

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.

Number of Project Managers? *

PM's create and update projects and tasks, assign and schedule work, manage time, approve work, running reports, and approve time, etc.

How many people in your finance department? *

How many people manage the finance processes of services, like approvals, expense collection, billing and invoice generation?

Do you use sub-contractors? *

Enter "0" if none

How to you capture labor time, and expenses, in the field?? *

How do you collect project/job information today, like time records, expense records, notes, parts used, etc? Is it on paper or spreadsheets and then re-entered into another system? We like details, please.

Is your accounting system integrated to other software? *

Sync time and expense into invoices and payroll, record parts or materials used on a job, etc. without re-typing or errors. Note, we don't offer accounting systems but can recommend quality partners.

Do you have "internal" projects? What is the typical use? *

Internal projects are non-customer work for your company's benefit, like trade show preparation tasks, marketing tasks, etc? As these are not billable, would you want to capture time spent and cost??

Can managers see and measure revenues and costs in real-time? *

Do they need to wait for a report from finance or other method?

What role schedules and assigns work, tools, vehicles? What factors need to be considered? *

Is there a dedicated person or department? What factors determine who to schedule? For example, location, skill sets, availability, personal conflicts, transportation? Do you use Outlook, a calendar on the wall, or another scheduling system??

Are Utilization rates calculated for staff, tools, or vehicles? *

For example, who's maximizing their billings and using the least time? Can you track this? Can you identify your least productive workers every day? What was your utilization % this week? If you don't know, that's a typical answer!

Do you perform fixed-fee jobs or fixed-fee tasks inside jobs? *

If so, how do you manage and track "out-of-scope" work and determine if it's billable? Is it a fixed-fee job but some charges are extra? (like travel time, excluded services, etc.)

Is invoicing easy or time-consuming and complicated? *

Are there math errors on invoices, incorrect prices, mis-understood rates, typing errors, contract squabbles? Do invoice delays occur? Is cash-flow affected?

Do you need to track and manage non-billable time? *

Are you able to make a management decision whether to invoice extra work or not once the time is submitted? Do you perform warranty work, like re-dos?

About how long does it take to create an invoice? Minutes, hours? *

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

Are you able to charge premium rates for skills, certifications, overtime, weekends, extra hours, on-site minimums, etc? How much revenue do you lose because it's difficult or impossible to do this? *

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 use, or would like to use, milestones to determine or automate invoicing? *

Are you able to automate customer invoices based on job completion progress, either by time or work percentage? Is this important to you?

Do you have any workflow document(s) you can share? *

You can upload them below if you like.

Workflow documents upload

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.

Anything we didn't ask? Other service issues you'd like to discuss? *

A phone call is welcome if it's easier for you. Call +1 (978) 296-4227

What is your project budget range? *

Do you have a preferred time frame to complete this project? *

Save and Resume Later

Want to Find Out More?

Company

Resources

Get In Touch