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Guides, step-by-step scenarios and answers for every part of Ergothiki.

Scenarios

Running the office your office at a glance

The owner's questions

Who worked how much this week? The guide
Who is overloaded? The guide
What is late, and why? The guide
Which project makes a profit? The guide
What did a team member do? The guide
How do I get started with Ergothiki? The start guide on Home: the four essential steps that set the office up, and the optional ones you look at when you choose. ~2 min read What do the figures on a project's Finances tab mean? What each figure on the tab means: cash today, expected result, profit after labour, invoiced, invoice coverage. ~3 min read What does Home show, and how do I set it up? What each section of the home page shows, why two colleagues do not see the same panels, and how to set it up for your account. ~2 min read What do the office's Statistics show? What each Statistics tab shows, for which period, and who can see them. ~3 min read Which plans are there, and how do I change the subscription? The plans, the trial, changing plan, user seats, cancelling, and what happens if a payment fails. ~4 min read How does the office record working time? Three levels, the office's unit and detail, and how the week is written in Team › Me › My time and in the project's «Time» tab. ~3 min read What is where in Team? Everything about the office's people is in one place, Team: what is yours, the team's, and its settings. ~2 min read What does the Team overview show? The team's week, month or year: time against the schedule, days without a record, absences, time per project. ~2 min read How do I set and work out the labour cost? What a person's full cost is, how to work it out, how the owner's time counts and who sees the amounts. ~3 min read What does Planning show: next step, team load, project forecast? How to see what comes next on each project, who you are waiting for, how busy each person is and when each project is expected to finish. ~2 min read How does the Control Centre show what needs attention today? How to see on one page what is critical, what needs watching, what cannot be judged and what is ready to close — and how to deal with each. ~2 min read Which reports do I make from the office's data? Which reports you can make, who can make each, how to send them to a customer or partner, and what happens once one is downloaded. ~2 min read Where do I find the subscription's payments, receipts and invoices? Where to find your subscription's documents, the difference between a receipt and an invoice, and how to change your card. ~1 min read How is artificial intelligence paid for with credits? Monthly and bought credits, what uses them, where you see what was used, and how to buy more. ~1 min read How do I recommend Ergothiki, and what do I gain? The office's referral link, what the office that joins gets and what yours does, and how the credit is used. ~1 min read What happens when the office has no subscription? What stays available when the subscription or the trial ends, what stops, and how to come back — without losing anything. ~1 min read

Questions All questions →

A customer cannot see a file in the portal. What is wrong?Projects & work items

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

The whole guide →
How do I give a customer access to the portal?Projects & work items

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

The whole guide →
How do I change a user's role?Team & security

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

The whole guide →
Why can a colleague not see prices?Team & security

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

The whole guide →
What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

The whole guide →