Concepts
Initial rate vs actual rate: differences and when to use them
You will certainly have noticed that in Taskomat™ we always report two types of rates: the initial rate and the actual rate. These are shown wherever you need to analyse your hourly rate: dashboard, work unit detail, project detail, client detail. The initial rate is the rate at which you sold your work unit. In the work unit detail it is simply the reference rate of the work unit, while in the other sections it is the average of the reference rates of the work units considered. InFew readersHit daily, weekly, monthly budgets from your turnover goal
Once you have entered your turnover target, Taskomat™ will automatically derive the daily, weekly and monthly budget targets that you will need to reach in order to meet your annual turnover target. Reaching the budget means completing enough tasks with a high enough value to match the required budget each day, week or month.Few readersInsights: KPIs, reports, how to interpret them
In the Insights section of Taskomat™ you will find graphs of all your performance (turnover, budget, time, hourly rate, KPIs, skills, etc.) filterable by client, project, skill and time period. In the top bar you will find filters that will act on ALL charts: Filter by client - allows you to filter all chart data by client. For example, you will be able to evaluate the hourly rate trend for only one customer Filter by project - allows you to filter all chart data by project.Few readers
Configuration
Set up your billing profile
To use Taskomat™ to its full potential, you must set up your own billing profile. Setting up your own billing profile is very simple: just go to your personal profile, on the Tax Settings tab. Set up billing profile Click on your badge at the bottom left and access your personal profileFew readersSet your annual turnover goal
To use Taskomat™ to its full potential you need to set your annual turnover target. This is because every piece of financial and performance data you find in Taskomat™ is related to what your turnover target is. In the first instance, when you set your turnover target and your work habits you allow the Taskomat™ algorithm to derive your reference rate, i.e. the hourly price below which it is better not to fall if you want to reach your turnover target. You can do this directly in onbFew readers
Operations and Reporting
Invoices: list, filters, actions
Invoice List - Taskomat™ The Invoices section of Taskomat™ presents a list of all your invoices. At the top, the navigation bar allows you to filter your invoices and create a new one. Invoices can be filtered by: Time period: you can set a custom time interval and view only the invoices related to this period Customer: you can view only the invoices related to aSome readersQuotes: list, filters, actions
Quotes list - Taskomat™ The Quotes section of Taskomat™ presents the list of all your quotes. At the top, the navigation bar allows you to filter the quotes and create a new one. Quotes can be filtered by: Time period: you can set a custom time range and view only the quotes for that time period Customer: you can view only the quotes related to a customer StatuSome readersImport XML invoices from other sources
On Taskomat™ you can import invoices from other platforms, so you can align all your invoice data. It is not yet possible to automatically import invoices from other platforms, so you will need to have the invoice xml files on your computer. Import XML invoices Importing XML invoices into Taskomat™ is very simple. Let's look in detail aFew readersInvoice detail: fields and status
Invoice detail is actually an invoice creation process that starts in the state and ends in the state . We will now look at the different features of the invoice and the actions available depending on the state it is in Draft When an invoice is in draft form, it means that it has not yet been issued: you must therefore enter all the relevant information to be able to issue an invoice. LetFew readersQuote detail: fields and status
The quotation detail is actually a process of quotation creation that starts in the state and ends in the state or Rejected. We will now look at the different peculiarities of the quotation and the actions available depending on the state it is in. The actions always available, regardless of the status of the quote, are: Duplicate: creates a perfect duplicate of the estimate, with completely identical descriptions, woFew readers