TimeLinx Requirements Survey

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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 *

Your Company Name *

Website *

Description of business/industries served. *

Your Name *

First

Last

Your title or role? *

Years there?

Your Phone Number *

Your Email *

Confirm Email

Only business email addresses are permitted.

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

Number of Salespeople?

Do salespeople use a CRM? Which one? *

Number of people who manage and set up new jobs? *

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

Do you use a project management system? Name? *

MS Project, spreadsheets, paper, Outlook calendars, other (please name), etc.

What issues do you have with it? *

For example, missing features (describe), not connected to other systems, old technology, etc.

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

Number of people who work on job sites? *

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.

Do you want to integrate the project management system with your accounting system? *

Email system used? *

MS Outlook
Gmail
Other

Do you have divisions that act like separate companies with different systems? *

Are there bottlenecks when delivering work? *

Scheduling, collecting time records, capturing mileage, detailed notes, many different billing rates, job site directions, recording parts/materials, re-typing details into invoices, etc.

Accounting software name/version? *

About 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?"

Who is your payroll provider?

Do you have dedicated scheduling staff? *

No
Yes
Sometimes or different people in office

Do the schedules change often? Daily, weekly, etc.?

Is some work assigned to user(s) who then schedule themselves?

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

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.

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.

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) 296-4227

What is your project budget range? *

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

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