In this article, we will walk you through the steps to view a financial overview of the activities of each of your Operatives on your Onetrace Account:
Steps to Use the Productivity Tab
1. Log into your account at Onetrace.cloud
2. Select the Productivity tab from the options in the left-hand menu.
3. The Productivity tab by default showcases the present day and provides a summary of the active projects, active operatives, job items, total labour and total charge.
🚨By using the drop-down menu you can switch between the timeframe: Today, Yesterday, This Week, Last Week, This Month and Last Month.
4. Click the By Operative button to display a list of all your operatives who are currently working for you.
🚨By clicking the by operative button you will get an overview of the job items, labour costs and charges for every single operative that is working on a project for you.
5. Click the name of your operative to view the projects they are working on.
6. Switch the timeframe between Today, Yesterday, This Week, Last Week, This Month and Last Month using the drop-down menu.
7. You will get a summary of the project/projects the chosen operative has worked on, how many jobs items they have completed, their labour charges and total charges.
By following these steps you will be able to view the financial summary of each of your operatives and the projects they have worked on within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!