Are you ready to start getting a handle on your billable and non-billable hours? Materio's daily timesheet text system was designed for optimizing the sweet spot for tracking time. If you wait until the end of the week there is no way to know what you really worked on each day. If you do it minute by minute, it is another thing in the back of your mind that requires thought. And let's be honest, we always forget to turn it off. So, with our daily time sheet text, you will be reminded to track your time per project. The best part: you don't even have to log in.
Steps to setup time sheets
*Please note: You must be an admin to add people and turn on their time sheets
2. Click on the MENU in the top right
3. Click on People…
4. Click on Team…
5. Click on EDIT (Pencil Icon)
6. Toggle ON Request Daily Timesheets
7. Enter your team member's cell phone number
This needs to be a number that they can receive texts to
8. Enter their *billable* rate
Currently, Materio does not handle fully-burdened rates. The rate entered here will transfer over to invoices so it needs to be billable to clients.
9. Select the categories of work you would like this team member to track work in.
10. Be sure to check "Can write field notes"
This allows your team member to write notes which carry over to progress reports and invoice descriptions.
11. If they are full-time and need to track sick days or vacation days, Check "Full Time"
12. Click on "Save Changes"
Need more help? Email us at hello@materio.co
How to Set your timesheet text time and time zone
2. Click on the menu in the top right corner
3. Click on "Settings"
4. Select your time zone
This also sets your time zone for other project things like selection exports.
5. Select your desired time for timesheet texts
This can be on the hour any time from 4:00pm - 8:00pm
6. Click on "Save"
Need more help? Email us at hello@materio.co