Product Documentation

SCHEDULING

Job Confirmation Email

A confirmation email can now be be sent to the booking contact when creating a new job, improving and automating client communication.
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Adding multiple related shift types to items

You can now add multiple related shift types to items and choose which shift to use at the time of resourcing.
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Tags on Jobs

Build your own workflow on jobs with tags. You can create unlimited, customised tags and add or remove these on your open jobs at any time that you choose, as well as run reports.
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PAPERWORK

Document Management

You can now upload and manage your documents at the branch, company, vehicle, asset or job level, allowing your workers to access important documents in your business. You can add files from your computer, server and Google Drive.
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[2021] NEW: Attach from Microsoft OneDrive >

Paperwork

We now ‘bundle’ your job docket, timesheet and job attachments into an online PDF that is e-mailed as part of your job paperwork and invoices to your site and invoicing contacts.
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Paperwork for Company Emails

Control where the paperwork email is sent to for your different companies in Alloc8, and disable sending to the site contact on the companies you choose.
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Paperwork Regeneration

Have complete control over what is included or excluded in the paperwork sent to your customers, even after the Timesheet or Invoice has been completed for a job. The Paperwork Regeneration feature means you can include or exclude an attachment or form at a branch/company/job level, then easily regenerate paperwork for all of those jobs in just a few clicks.
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CUSTOM FORMS

Form Builder

Create custom forms and checklists using the drag and drop form builder and attach to jobs, as well as the option to attach to all Branch or Company jobs, or just the ones you choose to. Forms can be made specific to workers, vehicles and assets – and can include conditional fields to capture the exact information you need to save hours in chasing up paperwork.
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TIMESHEETS

Timesheets

Maximise control, minimise errors and track changes, including the ability to submit and finalise a new timesheet on the web.
How Timesheeting works >
Timesheeting Improvements (Updates January 2020) >

Timesheet Lock

When Timesheets are edited or submitted on the web, they are locked on mobile to prevent these changes being overridden. 
Timesheet Lock >

PAYROLL & INVOICING

Awards

Avoid payroll errors with Award and Classifications. Alloc8's 'Award Rule Hierarchy' takes into account Shift, Project, Company and Branch awards, and with added visibility you will see the exact classification and award to each shift – as well as easily make changes on the Resource Allocation or Timesheet screen.
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Improved Reporting for Payroll

You can now download Timesheet Summary PDFs and run payroll reports prior to exporting.
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Total Invoice Rule

You can now choose which way to calculate GST in Alloc8.
GST Rounding Options >

Xero Integration

You can now export payroll as well as invoice line items, account code and ticket paperwork PDFs directly into Xero.
Xero Invoicing >

Ready to see how these features can make your business more effective?

Book a personalised demo here.