In our experience with clients, we've learned that transparency is vital. That's why we've established a system where clients can access real-time details of their tasks. The level of access is customizable. With our default setup, clients can easily log in and see the exact time spent on each task and read notes from anyone who has worked on it. This access ensures that clients and contractors are always in the loop without the need for constant updates from you or the project manager.

We've identified a common issue among contractors: their task management and time tracking systems often lead to inefficiencies, resulting in unnecessary downtime and potentially inflated billed hours. To address this challenge, we've introduced user-friendly task portals within the TaskFunnels Pro® Agency Operating System. These portals empower contractors to navigate tasks smoothly, ensuring accurate time tracking and monitoring project progress. Furthermore, the system automatically captures screenshots of their work to enhance transparency. Our TaskFunnels support team excels at onboarding new agents, simplifying the process. Just notify our support team when adding a new contractor, provide their details, and we'll promptly set up their agent portal and other necessary tools. Additionally, we'll seamlessly integrate a Hubstaff time clock account to precisely monitor their work hours and activities during setup.

The TaskFunnels system is designed to effortlessly store the details of any new clients who join your platform directly into your Stripe account. This feature enables you to automatically charge them for the services provided at the end of each week. You have the flexibility to bill clients based on hourly rates, flat task rates, or a simple recurring retainer. If you opt for assistance with billing, our trained staff members are ready to handle weekly or monthly billing tasks on your behalf. If you delegate billing tasks and utilize an hourly billing model, here's an outline of the process they'll follow: They'll start by generating timesheet reports to calculate the total hours billed for the week. Then, they'll create detailed invoices for each client, including task names and billed time as line items. After generating the invoices, they'll charge the clients' cards on file for the invoiced amount and promptly send a copy of the paid invoice via email. As billing transactions occur directly from your Stripe account, all card information remains secure, and funds are seamlessly transferred to your bank account for each billing cycle. Once the system is set up and running, it can feel like you've gained your own automated revenue generator!

Ensuring timely and accurate payments for your contractors is crucial for keeping them satisfied and retained. Our efficient system has facilitated the smooth payout of numerous workers effortlessly. Just like client billing, if you prefer, you can rely on the TaskFunnels support team to handle administrative tasks for you. You can assign one of our trained team members to manage all contractor payouts on your behalf. Naturally, managing payouts for larger teams requires more time compared to smaller ones. To ensure fairness, we charge by the hour for processing payroll. However, even with clients that have larger teams, they rarely exhaust their monthly allotment of hours. This approach ensures you receive customized assistance while upholding transparency and efficiency in the payout process.

In addition to setting up Client Portals for new clients, we provide the configuration of other vital tools as part of our all-inclusive service package. We recommend creating a separate Slack channel for each client and inviting them as guests, promoting seamless communication. Moreover, we propose establishing a dedicated Google Team Drive for each client, making it easier to share files between your team and the client. This holistic strategy guarantees effective collaboration and streamlined workflow management for everyone involved.

We're thrilled to take care of the setup process for all new contractors, ensuring they have access to all necessary tools. Alongside their agent portal, we'll establish their Slack, Google, and Hubstaff accounts. Additionally, we'll provide them with comprehensive tutorials detailing how to effectively utilize their agent portal for task processing and time tracking. This support minimizes the time needed for basic training, giving your team the freedom to focus on other priorities that will help scale your business. Once the Contractor has been set up their Team Leader will train them on their daily tasks.

Through our Virtual Cubicle System on Zoom, we've effectively recreated an office-like environment, fostering maximum productivity among your remote workers. This system features continuous screen recordings throughout their shifts, enabling monitoring and communication at any time. We handle meeting setups and provide prerecorded trainings to ensure everyone is well-versed in the Virtual Cubicle system and its features. With this system, contractors are held accountable, as each shift concludes with a detailed video screen recording showcasing their work. Implementing this method often leads to a significant increase in production and accountability among remote teams. Just one paid Zoom membership can accommodate up to 50 workers, and our included training provides guidance on optimizing meeting efficiency for improved productivity. If you need assistance with team quality control, our TaskFunnels Support team is available to conduct random checks on your workers. This proactive approach fosters motivation among workers to maintain focus and productivity throughout their shifts, knowing that periodic checks ensure accountability and consistent performance.