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:
EMPLOYEE SCHEDULING + TIME CLOCK
SHIFTR makes it easy to build and manage the team schedule and track attendance—all from your desktop or the mobile app. Start scheduling for free and create the team schedule in minutes!
EMPLOYEES, VOLUNTEERS & EVENTS
Enjoy flexible features for teams of all sizes! 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 Portal & Mobile App
Templates & Recurring Schedules
Time Off Requests & Availability
To learn more or to sign up for SHIFTR employee scheduling,
please visit: https://shiftr.works
Simple Invoicing & 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)