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Best Practices in Advanced Tracking

How TSheets users can make the most of customized fields

Need to track more than your employees’ time? You’re not alone! Data-driven companies are flocking to TSheets to take advantage of our Advanced Tracking fields.

For a more detailed look at how your team is spending their time, try the TSheets Advanced Tracking add-on.

Advanced Tracking is a powerful tool within TSheets that can revolutionize the way you run your business.

Advanced Tracking means you can create one field that applies to all your jobs. For example, instead of creating an “install” sub-job code and a “repair” sub-job code for each of your clients individually, you can create one field called “task.” Just include “install” and “repair” in the task list and it will show up on your timecard for all customers!

Advanced Tracking allows you to easily set up fields on your employees’ time cards that capture any activity you need to keep track of beyond time tracking, like tasks, equipment, or expenses.

Employees fill out the fields as they track time, so at the end of the day, you can run reports to understand exactly how time is being spent for your business.

Advanced Tracking fields are included on each employee’s time card and provide additional flexibility in the reports TSheets generates for you!

Here are four ways industries like yours are taking advantage of TSheets Advanced Tracking:

Retail

Use Advanced Tracking for localized teams that need to record the types of tasks they have to do and whether they were injured on the job, in addition to just time tracking. For example, a retail shop tracks individual tasks, like running the register and talking to customers about the merchandise, in addition to tracking an employee’s time in and time out.

Plumbing

These employees are often called to work at a moment’s notice, and they need to track items like mileage, drive time, expenses, equipment, and inventory. A plumbing company may get called out on a job to fix a leaking water heater. In their case, they need to track the tools used to make the repair, the miles that were driven to the location, and the work that was done, plus the amount of time spent on the job.

Construction

Project-based jobs that typically take more than a day are found in industries concerned with tracking costs and project management. These industries could use the TSheets Advanced Tracking add-on to move projects from phase to phase. A construction company can use this feature to track how much manpower is being spent on a particular job — whether employees finished an installation today or if the job is still a work in progress.

Architects

Used Advanced Tracking to track billing, expenses, and jobs in your professional services business.Architects can decide whether they incurred expenses during a job. Since this is task based, the architect can use Advanced Tracking to determine billing and expenses across multiple jobs.

Get organized with Advanced Tracking dependencies.

Dependencies for Even Greater Detail

Dependencies allow you to view employee hours in even greater detail. Depending on how a field was filled out, you may need additional information. For example, the time card can be configured to ask “were you hurt on the job?” Since employers would likely want to know the details of that situation, a “yes” would then reveal another field where the employee can enter more information.

With dependencies, a construction company could even require employees to select “equipment used” on their time card. And depending on which was used, employees could make further specifications (i.e. selecting “forklift,” “forklift type,” “electric,” etc).

Admins can add up to six of their own Advanced Tracking fields. To add more, or to add dependencies to these fields, reach out to our support team at 888.836.2720.


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