How to Stay on Top of Billable Jobs

Master the art of billing jobs with innovative tools and strategies designed to streamline your workflow and enhance productivity.

Understanding the Importance of Billable Jobs

Having a clear understanding of which jobs are billable helps your team prioritize tasks effectively and ensures that no billable work falls through the cracks. This not only optimizes your workflow but also maximizes your revenue potential.

Utilizing Calendar Visual Cues for Quick Identification

Managing your job pipeline is now simpler than ever, with billable status displayed directly in your Calendar. When a job is marked as 'billable,' a dollar icon appears on the job block. This intuitive visual cue allows bookers to quickly and easily distinguish which jobs have been set as billable and which ones still require attention.

This feature is particularly beneficial for bookers who need to stay focused on active jobs moving through the workflow. By providing an instant visual reference, it reduces the time spent on manually tracking and identifying billable jobs, thus improving overall efficiency.

Leveraging Calendar Filters to Prioritize Billable Jobs

Alongside the visual cues, we've introduced a new calendar filter that enables you to display only the jobs that have yet to be marked as billable. This functionality is designed to help bookers easily identify jobs that need further action, allowing them to prioritize tasks that require follow-up before they can proceed to accounting.

With this filter in place, your team can focus on addressing pending tasks, ensuring that all billable jobs are accurately tracked and invoiced. This minimizes the risk of overlooked tasks and enhances the overall accuracy of your billing process.

This clarity not only helps in managing the workload more effectively but also ensures that all billable jobs are processed promptly, leading to faster invoicing and improved cash flow. Ultimately, these tools help in creating a more organized and productive work environment, allowing your team to focus on delivering high-quality services to your clients.