PRODUCTS & SOLUTIONS


KEY FEATURES:

  • Streamlined, on-the-go functionality from any computer, tablet or mobile device that is connected to the web—no software to download!

  • Direct support is only a phone call away with our team located in Lincoln, NE

  • Only utilize and pay for the functionality you need
     

BUSINESS OPERATIONS
PRODUCTS & SOLUTIONS:


 

SCHEDULING + TIME CLOCK
SHIFTR maximizes time and resources by helping efficiently build and manage team schedules and attendance. Start scheduling for free and create the team schedule in minutes!

EMPLOYEES, VOLUNTEERS & EVENTS
From employees to volunteers to special events, SHIFTR works with industries across the board, ranging from; customer service and support, front and back offices, administration, non-profits, entertainment, restaurants and bars, service industries, retail, athletics, hospitality, lodging, manufacturing, education, childcare, healthcare, and caregiving—to name a few!

  • Shift Swapping

  • Available Shifts Up For Grabs

  • Budgeting & Labor Costing

  • Calendar Sync

  • Automatic Notifications

  • Account Customization

  • Easy Schedule Building

  • Time Clock

  • Teams Of All Sizes

  • Web & Mobile Apps

  • Recurring Schedules

  • Time Off Requests & Availability

To learn more or to sign up for SHIFTR scheduling,
please visit: 
https://shiftr.works


SIMPLE INVOICING

More information coming soon!


Accounts Receivable

  • Always know who owes you, how much, and invoice appropriately with full-featured finance charge functionality

  • Send invoices in a timely manner

  • Effectively track and breakdown data on a customer level or job level and send invoices, generate balances/statements or see history accordingly

  • Accurately track costs and profit margins

  • Enhance your tax accuracy with fast and easy tracking and detailed reporting

  • Full-featured tax reporting allows for accurate tax remittance

  • Ability to digitally send invoices

  • Decide when you want to account for costs of goods or services sold


Accounts Payable

  • Consistently track and record your expenses

  • Detailed reporting

  • Option of check printing or ACH payments

  • Easy one-time payment feature to keep vendor lists clean

  • Indicate 1099 payees upfront and automatically generate forms when needed

  • Easily eliminate 1099 line items for accurate tax filing

  • Reoccurring payment functionality


Worklog & Time Tracking

  • Track and manage employees' time and activities

  • Reporting can be parsed by project, client, service, specific activity, etc.

  • Maintain billable and non-billable interactions for tracking and invoicing

  • Log and track communication and interactions

  • Customize the data fields to specify what information you want automatically collected with each type of entry

  • Export data into accounting software for invoicing and job costing


Expense & Mileage Management

  • Submit and record receipts and/or mileage for expense reporting in real time

  • Assign expenses/mileage to a project, client, service, specific activity, etc.

  • Directly take and upload photos of receipts from your phone or tablet


Inventory

  • Accurately mirrors your real-time stock counts and inventory

  • Track inventory costs through purchase orders

  • Items can be tracked in bulk or individually

  • Track internal use of inventory

  • Activity reporting

  • Location-based inventory tracking

  • Optional integration with accounts receivable for invoicing of inventory items


PURCHASE ORDERS

  • Control purchasing for both inventory or non-inventory items

  • Assign purchase orders to specific jobs and projects

  • Full inventory cost tracking functionality


BIDS & ESTIMATES

  • Create smart bids, estimates, and collect information

  • Simplify tracking and reduce duplicate efforts

  • Easily transition bids and estimates into open jobs or invoices

  • Measure the percentage of won-to-loss bids and track patterns


Order Management

  • Significantly improve accuracy and efficiency during the ordering process for both staff and customers

  • Preconfigure which product components work together for custom ordering

  • Allows for sophisticated guidance through the decision making process when creating orders (i.e. predefined content options can be populated based on selections)

  • Expand to integrate orders into accounts receivable and inventory for precise backend operations


TASK SCHEDULING

  • Assign employees to scheduled job appointments (work orders, tasks, events, etc.)

  • Set alerts to be received via email or text

  • Match your pool of labor to your pool of jobs based on assigned skill sets and availability

  • Location mapping integrated with Google Maps

  • Assign a general task that is not time-specific

  • Configure this module to work with items (i.e. equipment, inventory, etc.) for check out, scheduling, and keeping tabs


POINT OF SALE

  • Quickly integrate retail, service-as-work, and sales orders

  • Avoid the hassle of double entry by integrating directly with accounts receivable

  • Works with third-party barcode scanners, cash drawers, and printers (including receipt)