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Setting up Daily TimeSheet Texts
Setting up Daily TimeSheet Texts

This article explains how to turn on daily time sheet texts for team members and how to configure time settings.

Mary Beth avatar
Written by Mary Beth
Updated over 2 years ago

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

Click on the MENU in the top right

3. Click on People…

Click on People…

4. Click on Team…

Click on Team…

5. Click on EDIT (Pencil Icon)

Click on EDIT (Pencil Icon)

6. Toggle ON Request Daily Timesheets

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

Enter your team member's cell phone number

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.

Enter their *billable* rate

9. Select the categories of work you would like this team member to track work in.

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.

Be sure to check "Can write field notes"

11. If they are full-time and need to track sick days or vacation days, Check "Full Time"

If they are full-time and need to track sick days or vacation days, Check "Full Time"

12. Click on "Save Changes"

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

Click on the menu in the top right corner

3. Click on "Settings"

Click on "Settings"

4. Select your time zone

This also sets your time zone for other project things like selection exports.

Select your time zone

5. Select your desired time for timesheet texts

This can be on the hour any time from 4:00pm - 8:00pm

Select your desired time for timesheet texts

6. Click on "Save"

Click on "Save"

Need more help? Email us at hello@materio.co

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