Productivity
Tracking productivity
26 articles
Main Page (Workflow)Kanban board for tracking submitted sales orders through every stage of production.
Managing Jobs in WorkflowMove, assign, label, and complete jobs on the Workflow Kanban board.
Line Item Card (Workflow)Track individual line items as separate cards on the Workflow page, with their own statuses and movements.
Summaries (Workflow)View cumulative order value, invoiced totals, and outstanding amounts per status column on the Workflow page.
WorkflowTrack jobs through customisable stages, monitor progress at the column and line-item level, and mark work as complete.
Status Column (Workflow)Create and configure custom status columns to match the shop's production workflow.
Workflow SettingsConfigure default behaviour, notifications, and column rules for Workflow.
Main Page (Planner)Schedule production jobs to team members and time slots in a calendar view.
Planning JobsSchedule jobs to team members and time slots on the Planner calendar.
Planner SettingsConfigure working hours and the details shown on each job card on the Planner.
Custom Planner EventsAdd custom events to the Planner without linking them to a sales order.
PlannerSchedule jobs to team members, plan production capacity, and add custom events to the calendar.
Main Page (Delivery Scheduling)Schedule deliveries to drivers and vehicles using a weekly calendar view.
Scheduling Orders for DeliveryDrag, drop, and mark orders complete on the Delivery Scheduling calendar.
Delivery Scheduling SettingsGenerate Run Sheets and configure vehicles, drivers, and working hours for Delivery Scheduling.
Delivery Scheduling
Timesheet Manager PageView, approve, and export every team member's weekly time entries from one centralised view.
Approving, Unapproving, and Downloading TimesheetsValidate time entries before payroll, and download them in Excel format for records.
TimesheetsTrack, approve, and export time entries against orders for payroll and reporting.
Details Page (Timesheets)Detailed view of a Timesheet, including weekly calendar, time entries, and approval controls.
Adding Manual Time Entries and Deleting TimesheetsAdd new time entries or remove existing ones to keep Timesheets accurate.
Editing and Duplicating TimesheetsUpdate existing time entries or copy them to quickly log similar work.
Timesheets: FAQsFind answers to common questions related to Timesheets.
Timesheets: Accounting Integrations (QBO)Send Factory Timesheet entries straight to your accounting package.
Timesheets: Accounting Integrations (MYOB)Send Factory Timesheet entries straight to your accounting package.
Timesheets: Accounting Integrations (Xero)Send Factory Timesheet entries straight to your accounting package.