Where should I start when setting up SprkHQ for the first time?
The highest tier of access is called "Admin". In order to setup the system a few key things need to be setup before you can get started with your first project:
1. Project Types: This is where you answer, "What services does my business offer."
This can be found under "Admin->Project Types."
This allows you to setup what project types you will be tracking. It should be based around your services. For example, if you are an acoustical engineer a primary Project type would be "Noise Study".
We recommend taking time to make sure the project types reflect your business. Often, we recommend going to your own "Services" section on your web page and using that as a guide to create "Project Type."
You also can setup sub verticals using the "Project Sub Type" this can be found under Admin->Project Sub Type."
An example, as an acoustical engineering firm a Sub Type might be "Infrastructure Development" where a client has asked us to measure the sound for a land development. It is important to log sub types so that in your reporting you have information on each sub type that might be applicable. That way if a customer asks you " How often have you done Infrastructure Development noise studies? You then have the data that is easy to pull from your reporting.
Finally, you can further delineate how you are managing your projects by setting the "Project Source Type." Typically clients use this to track the type of location.
If you need help setting up your Project Types, please let us know. One of our Onboarding Specialists can ask you questions to help you design what type of projects you plan to manage with the system.
2. Setup your users and set their access levels.
3. Train the users on: (There are articles on each of these to help you.)
- How to create Requests to manage workflows
- Invoicing rules - who is running the invoicing and at what interval
4. Import your key contacts and client information
At the moment this must be done manually or you can contact us and we can help you import those users. We will have a way to import your own contacts into the system soon.
5. Add details about your employees so that overall profitability can be measured along with other key metrics.
Go to Accounting -> Employee contracts (not all users will have this view)
This is where you can setup details that will help you track employee impact.
Here you can put in their salary or hourly rate, billing rate, and vacation accrual rate. These then are used to calculate costing information on the projects they are assigned to.
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