Planning and jobs
From the appointment in your calendar to the invoice, without retyping
Between an appointment and an invoice sits the work itself, and that is exactly what no bookkeeping package records. So you type the same client into your calendar app, into your work order app and once more into your bookkeeping, and at the end of the month you have to work out yourself which job you have not invoiced.
In TelMaar the job is the link. One assignment for one client, with the calendar appointments, the hours logged, the materials, the wholesaler's receipt and the trip out there all attached to it. What you enter on the road is waiting as an invoice line that evening.
You see your margin while the job is running instead of at the annual accounts: the moment you attach the purchase receipt, you know what is left at the bottom.
Invoicing is one button after that. Hours, materials and the call-out fee become invoice lines with the correct VAT rate per line. If you work with advance payments, the final invoice visibly deducts the instalments already invoiced. Several small jobs for the same client are bundled into one collective invoice.
Job from the calendar
Set an appointment to the job type and the job is created with it, with the client's address already in place.
Hours and materials on it
Quick buttons for hours, materials from your own product list, receipts and trips as costs.
Margin during the job
What goes in and what comes out, visible before you invoice.
Planning board for your team
Who is doing what today. Drag a job to a colleague and both calendars are right again.
Recurring maintenance
An annual or monthly service creates a new job by itself, well before the date.
Rates per client
Your standard rate and call-out fee, with a different arrangement for the clients who have one.
Why a calendar app and an accounting package never talk to each other
A calendar knows when you are somewhere, an accounting package knows what you have invoiced. Neither knows the work itself, which is what sits between them. That is why you type a customer name three times and forget to invoice a job at the end of the month. For a company with five technicians that easily adds up to a few hundred euros a month left on the table.
TelMaar puts the job in the middle. The appointment, the hours, the materials, the wholesaler receipt and the trip all hang on the same job. Nothing needs retyping, because everything you enter is already in the right place, waiting for the invoice.
How planning and invoicing work together in TelMaar
You plan a job in the calendar, and as soon as the technician enters hours and materials you see the margin grow. The planning board shows who is where each day; drag a job to a colleague and both calendars are correct again. Recurring maintenance creates itself well in advance, so you never forget an annual service.
Invoicing is then a single button. The job becomes an invoice with the right VAT rate per line, advance payments are visibly deducted, and small jobs for the same customer are bundled into one collective invoice. You always know which jobs are not invoiced yet, instead of reconstructing it at the end of the quarter.
Frequently asked questions about this feature
How do I know which jobs are not invoiced yet?
Every finished job stays visible until it is on an invoice, so at the end of the month you do not have to work out what you forgot.
Can I schedule several engineers at once?
Yes. The planning board shows your whole team per day, and you drag an urgent job in between without shifting the rest.
Do I have to enter the client twice, for calendar and invoice?
No. The job carries the client, the hours and the materials, and all of that travels to the invoice.
Planning and doing the work
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