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Time and Materials Tracking

Learn how to setup and optimise the way you track time and materials in Dashpivot by following these best practices.

Tammy Slattery avatar
Written by Tammy Slattery
Updated over 2 weeks ago

Introduction

Accurately tracking time and materials is critical for ensuring profitability, accurate billing, and maintaining clear audit records. However, traditional manual tracking methods often lead to double handling of data, increasing the risk of errors, delays, and lost revenue for contractors. Without a streamlined tracking process, it can be difficult to justify claims, track labour costs, and monitor material usage efficiently.

The Time and Materials Tracking App simplifies the process by providing quick, easy, and reliable reports that accurately document work completed, labour hours, materials used, and equipment utilisation. With automated tracking and real-time reporting, teams can reduce errors, streamline payments, and maintain a full audit trail.

How it works

Key features

  • Effortless time and material recording from anywhere using our Dashpivot app available on mobile and tablet

  • Standardise categories using drop-down lists

  • Automate calculations using advanced formula

  • Audit-ready with register view

  • Track progress automatically on time and materials costs using analytics

Best practices

  • Link items to existing lists to ensure uniform tracking across all projects.

  • Apply automated calculations to track quantities, rates, and total costs, reducing manual errors.

  • Attach photos to validate claims and speed up approvals.

  • Make important fields required to ensure nothing get missed.

Getting started

You can access a Free Time and Materials Tracking Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.

Search for Time and Materials Summary and add this to your account to get started. Remember, you can change the template name, contents and settings once added to your account.

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