Recording your time accurately is crucial for both tracking your work and ensuring you get paid correctly. In this tutorial, we'll walk you through the process of recording your time on the Sales Innovator platform using the guidance provided by Steven Tedjamulia.
Step 1: Accessing the Timer To begin recording your time on Sales Innovator, you'll first need to access the timer. There are two ways to do this:
Option 1: Click on the timer located on the left-hand navigation menu.
Option 2: Alternatively, you can access the timer from the top menu.
Choose the method that works best for you.
Step 2: Initiating the Timer Sales Innovator offers two ways to track time: starting and stopping the timer or manually entering your start and end times.
Option 1: Start and Stop Timer: If you prefer real-time tracking, click the timer button. It will start counting, and you can click it again to stop when your task is complete.
Option 2: Manual Time Entry: If you need to record past work, choose the "Enter Time" option. Here, you can specify the start and end times manually.
Step 3: Adding Details Now that your timer is running (or your time is entered), it's time to add details about the task you're working on. In the provided text field, describe the work you've done in this time frame. Be specific; this information will appear on the invoice.
Step 4: Assigning to a Project or Contract Next, you'll need to assign your time entry to a specific project or contract. Use the dropdown menu to select the appropriate project or contract. This ensures that your time is billed correctly.
Step 5: Starting the Timer After filling in the details and selecting the project or contract, click the "Start" button. Your timer will now be running, even if you close your screen or log out of the platform.
Step 6: Adjusting Time (if necessary) If you need to make adjustments to your recorded time, click the "Stop" button, and then go to your time entry. You can manually adjust the start and end times to reflect the accurate duration of your work. Click "Save" to confirm the changes.
Step 7: Deleting Entries (if needed) To delete a time entry, navigate to the "Reports" section and select "Contract." Find the entry you want to remove and click on it. Then, click the "Delete" button. Please use this sparingly, and only delete entries if there is a valid reason to do so.
Step 8: Viewing Reports You can access various reports to keep track of your time and earnings. In the reports section, you can see your work hours, earnings by company, and how much you'll be paid weekly. Remember that payments are made every two weeks, so accurate time tracking is essential.
Step 9: Monitoring Payments Once you've sent an invoice to a client and they make a payment, you can check the "Paid" list to see your received payments.
onclusion: That's it! You now know how to record your time on the Sales Innovator platform. Accurate time tracking is vital for both you and your clients, so be sure to use this feature regularly to streamline your work and ensure accurate billing. If you have any questions or need further assistance, don't hesitate to reach out for support.