For businesses that need to track and bill time and expenses, Daylite Sales Assistant provides some very powerful features to capture and bill time quickly. The basis workflow consists of setting up a Daylite Project and then workers can add time via either or Tasks or Appointments. These are defined as activities in Daylite.
No More Timesheets
Great productivity gains and efficiencies are achieved by removing the need for workers to enter timesheets that are then double entered into the billing program. Now simple enter an appointment, linked to the matter or project and then bill it. Daylite Sales Assistant will even bill all workers that attended the meeting.
Worker Rates
Each worker can have their own charge rate which can be varied by the type of work done making Daylite Sales Assistant very flexible for small businesses where you might charge out different workers doing the same task at different rates. Daylite Sales Assistant also tracks the cost of this time by worker making it easy to produce profitability reports for matters, teams or the entire company.
The following page details how to setup and invoice activities.
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