• 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 readers

• Quotes: 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 readers

• 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 readers

• Hit 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 readers

• 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 readers

• Set 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

• Use Work Units for pure hourly rate

  Working on an hourly rate means selling a job to your client at a fixed hourly price, regardless of the total budget and the time it will take to complete it. When working in this way, it is important to keep track of how many hours you accumulate and how much budget you allocate in total.Few readers

• Use Work Units for prepaid hours

  Working on a pay-as-you-go basis means selling your client a predefined number of hours at an agreed price. When working in this way, the most important thing to know is the number of hours that remain available as you go on with the job. How to create a work unit and work on aFew readers

• Use Work Units for fixed-price jobs

  Working on a budget means selling a job at a fixed price, regardless of how long it takes you to finish it. In this context, it is important to know what is the minimum hourly price below which you do not want to go, so that you have a time limit within which to finish the job.Few readers

• Import 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 readers

• Insights: 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

• Invoice 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 readers

• Quote 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