Tracking Expenses
Capturing lost expenses When a business runs mean and lean they know where to find the money when things start to look tight. However, lost expenses no longer need to be lost in the draw or one of the team members’ emails. With expense tracking on your projects, your team can quickly and efficiently add […]
Capturing lost expenses
Capturing lost expenses When a business runs mean and lean they know where to find the money when things start to look tight. However, lost expenses no longer need to be lost in the draw or one of the team members’ emails. With expense tracking on your projects, your team can quickly and efficiently add […]
Job bag and feedback accordion preview
Accordion Preview No one likes micro-managing and being asked or asking “what are you doing? or “where are you up to?” Streamline your workflow and prevent the conversations that make your team feel undervalued. View at a glance your project deliverables with our accordion job bag preview solution. The accordion preview allows you to view […]
Repetitive tasks and checklists
RepetitiveTasks Does your team have regular deliverables and actionable items that repeat frequently? Now you can simplify your life, and save time and lost hours of manual admin using the CanTicket checklist feature. Now you can make unique checklists and templated ones for your repetitive tasks. On your main navigation look for ” Checklist”. -Here […]
Assigning tasks for staff
Assigning Tasks With the basic business set-up now completed, you can assign tasks to your team quickly and efficiently when clicking “Add Task”. Quickly assign a client, task type, department, teammates and project dues dates and estimated time (budget) for the project. For those projects that require multiple steps, we encourage using the checklist feature. […]
How do I give this to my team?
How do I give my team access? Inside CanTicket we have set up a few different levels for your team so they all have different access. You have; Administrator – all Managerial – restricted to no reporting or adding new users Regular – creating and completing tasks, access to CRM Contractors – access to only […]
Setting up for the first time
Much like a cake, you can’t cook without a warm oven! CanTicket is your oven, you need to warm it up if you want your business to rise. To help you start assigning tasks to your team, first you need to set up your business in CanTicket. Make sure to watch the setup videos so […]