Time Keeping instructions

Instructions on how to deal with time keeping

We will begin to have very accurate timekeeping here.

ANYTIME YOU HAVE ANY WORK DONE RELATED TO CUSTOMERS, IMMEDIATELY RECORD WHAT TIME YOU BEGAN AND ENDED.

Mary, I need to have accurate information on your time and activities. For the time being, please put these into your MS calender.

Steve, I need to know the times you spend at customers that time is being billed for. For the time being, please record these into a calender book. If your time is billable, and you do not have a billing form, please ask the customer to sign in your calender book.

Richard, your time is generally attributed to overhead, so your timerecordkeeping does not need to be as tight.

When involving customers, the following people's time interval should be measured as follows:

Joe--tightly w customers 15 min intervals. Regularly measured all the time.
Richard--tightly w customers 15 min intervals. Measured only when dealing with customers.
Jack--loosely

How to deal with time billing and accounting

Time Billing and accounting practices:

This varies by the customer and has to be accounted for. Sales representative has to adjust. In general, the following calculations has to be made:

1. Service time on-site
2. Travel time
3. Service time off-site
4. Systems analysis time offsite
5. Research time
6. Managerial time
7. Accounting time.


In general, we do not bill for the following:

Accounting time.
Sales time.


In general, we may bill for managerial time, depending on whether the managerial time was spent for the customer or spent for improving our own operations.

The sales representative controls a great degree of how this is to be billed.

In general, we reduce the rates for the following:

1. Travel time
2. Areas that we were less than efficient