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What Are Customers, Locations, and Jobs?

Setting up your account for employees to clock in.

CustomerCareTeam avatar
Written by CustomerCareTeam
Updated over a week 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 are the work your employees do for your customers at specific 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?

We'll assume that if you acquired a new customer, you also have a contracted job to start.

The easiest way to get started is by using the Quick Add wizard to enter your new job and assign the customer and location. ( You can add budget information later or use the Advanced option now.)

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 get reports that automatically total each customer and subtotal each location and 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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