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What Are Customers, Locations, and Jobs?

Setting up your account for employees to clock in.

Written by Beth Chambers
Updated over 2 weeks ago

Do you struggle to get people to clock into the right job? Do they even know what the job is today - floors, windows, or general cleaning; drywall, electrical, or demo; armed or unarmed duty? You get the idea, it is about more than the building they go to.

Pro's unique 3-tiered approach to defining work provides clarity for workers and greater visibility for owners.

Pro Is Built Like Your Business

In real life and in Chronotek PRO -

Employees clock into Jobs at specific Locations for your Customers.

So here are the PRO details:

Who Are Customers in Chronotek Pro?

Customers are who you contract with to do work.

What Are Locations in Chronotek Pro?

Locations are the customer sites where your employees do the work. A customer can have many locations in the system. You register TimeTiles™ to locations and specify the addresses for GPS tracking.

What Are Jobs in Chronotek Pro?

Jobs refer to the work your employees perform for your customers at designated locations. Think of a job as the hours and dollars (contract) you want to track.

Separate your ongoing jobs, project jobs, and work order jobs. See the examples below:

image of relationship between customers, locations, and jobs

Pretty easy so far.

Tracking Hours for Customers, Locations, and Jobs

As a huge sidenote: PRO's 3-tiered approach allows you to track hours and labor dollars for specific contracted work at each location for your customers. Owners will have decision-worthy numbers at their fingertips to see if the project jobs are your loss leaders or money makers when you add budgets.

How do you get started?

In most cases, when you acquire a new customer, you’ll also have a contracted job ready to begin.

To get started, navigate to the Jobs tab on the left-hand side of the screen, then click into the Customers section. From there, select the blue “+” (plus) button in the upper-right corner to create a new customer.

Follow the prompts to enter the customer’s information. Once the customer has been created, proceed to add a location associated with that customer.

After the location is set up, you can then create and assign the job, completing the setup process.

Your employee is never confused.

The work is displayed with the Customer-Location, Job, Team, and Shift.

(Tip: If you only have one location for a customer, make the customer name and location name the same, and it only displays once.)

Reporting by Customer, Location, and Job

No more spreadsheet manipulation to get totals

As a bonus, you receive reports that automatically total each customer and subtotal each location, as well as the different work done. Now that is easy!

Find more articles in our Help Center. And go ahead and bookmark the site! 😎

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