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.
Planning and doing the work
Ready to see how it works for yourself?
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