The slide show below will take you through much of the product. But there is so much more. Click the slide advance arrow at the right or left of the screen to advance slide (forward or backward). To move to a specific slide, you can click one of the dots at the bottom right which represent the progression of slides.
Review the short slide show and then read the information below which will be more easily understood after you have seen visual depictions of the screens.
1. Entering Tasks:
A. Within KwickKlicks, the first step is to select a brown button to start the timer for billing for a particular client. This is the only mandatory step.
B. The green buttons are used to describe what you are doing for the client in general terms. Though optional, it seems advisable to click a green button too. It is simple to do and then will log more information for review by management company leadership or by client board members or by the HOA manager herself, later on. Seven of these buttons represent the most common general tasks that management company team members perform (i.e. “homeowner interaction”, “board member interaction”, etc). There is an eighth button which allows access to a pulldown menu of many more tasks from the task list data base customized to work for your company’s needs. Each team member customizes the one-click task buttons to represent the tasks most often used by her.
C. Once a task button is pressed, a white input box appears next to the selected green button allowing for additional information input related to the task. This step requires keyboard input, however, so we recommend using it sparingly as the most important details can be gained via one click input. Also review the blue button options before typing descriptive information, because these are one click access to fleshing out details.
D. You may click on pertinent additional info as shown on each of the blue buttons. These buttons will offer customized options based on which green button was selected. For instance, if you clicked on “homeowner interaction” in the green set, choices will appear which depict common topics for homeowner interaction, such as “discussed rule violation” or “answered owner’s financial statement questions”). Since so much of what we do as association management companies is repetitive, we can generally capture the most necessary task description data with button clicks as opposed to typing.
E. A white input box appears next to a selected blue box when the topic concerns a homeowner. In this box you can type in an owner’s name or unit number, if desired.
2. Capturing the data:
The red outline near the top of the screen displays the current situation based on the buttons clicked at any given time. The brown, green and blue buttons which are selected also light up and remain lit until a new task is began. As soon as you click a new brown button, the “current” task is closed and all details logged, including the capture of the total time which has elapsed since you last clicked the brown button. Also, this clears the data in the red outline mentioned above.
3. Other home page options:
At the top of the home page are a series of gray buttons which administer the other actions which may be accessed from the home page. Farthest left is a button to access administrative function such as viewing your month to date time log or changing your button suite setup (i.e. you have been assigned a new community so you want to move it from the pull down menu to a one-click button).
The button second from left may be clicked to see time activity for the current client being served, such as the amount of time spent (right up to that second) on the current task and also period to date time spent on the particular client, compared to how much time you should have spent so far (based on amount of the monthly fee being paid by that client. The button second from right may be clicked when you are leaving the office. It will check you out of your current task and move you to “on break or off duty” status. It will also change your status on your in/out board. The last button simply minimizes your KwickKlicks screen so you may move on to your work.
4. Other home page screen information:
The green box in upper left gives a quick glimpse of information such as when the user began the currently active task. The red question marks are links to pertinent help sections. They are disbursed throughout the various pages of the application to give the user a quick helping hand and to return the user afterwards to where she was.
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4. Data Capture and Reports:
[slides are coming soon]
We do not yet have this captured in a slide, but we will be adding a screenshot showing some of the data output that is automatically created. Below is the description of the reports which are available and will be added to the slide show:
Additional Slide #1:
This is the basic collection table, all automated, for time logged by an individual team member.
- At the top (arrow #1) shows the individual’s time logged for the day (green) and the period (blue). It also distinguishes between all time and “assignable” time (i.e. time spent on clients, aka “billable hours” in some businesses).
- The purple box (arrow #2) allows the data to be limited to viewing only the times logged to a specific client (or just the time not assigned to any clients).
- All of this is sortable as well (arrow #3). Sorting allows, for instance, a review of all clients but groups each client’s activity for easy assessment of the different consumption by particular clients. Another common sort could be by description, to get an overall feel for the tasks that are most frequently engaged by the lot of the clients. There are root descriptions in the above log that makes this kind of sorting work. The root description is that portion which precedes the dash, if any.
Additional Slide #2
There is a plethora of different reports that can be garnered from the captured data. Reports can be based on data bundled for a particular association, an association manager, a group of associations (i.e. HOAs versus Condos), by offices, etc. This slide shows one example.
Additional Slide #3
KwickKlicks also has a highly efficient in/out board. It allows each person’s status to be shown to all team members without having to punch information into the in/out board. It takes the information that you are entering in throughout the day and displays it on the board. Besides the ease of use, what is also cool about this in/out board is that it gives each team member more information about her teammates. Rather than “in” or “out”, you can see that a person is “in” but “in a meeting with a board member of XYZ Condominium association”. That additional info can be of great value! And remember, it is all generated automatically. Nobody has to click on the in/out board and state whether they are in or out or enter any other status information.