I will now talk you through the process of using the travel claims correctly on Honeybee.
Firstly, we will start our day as per usual by clicking on the “Play” button:
We will then enter our odometer reading for the start of the day and select “Save”
Visit your customers as you normally would by pressing on the “Customers” icon
Start your visit:
Log the activities as you are completing them at the customer:
Press on “Finish” to complete your visit.
Clock out at the end of the day by pressing “Pause”
Log your travel claim:
Enter your odometer reading as it stands at the end of your day and add your comments.
Usually you would comment on the clients visited and your activities there – Nothing too personal as this displays on your reports and will look unprofessional!
Press “Submit Claim”
If done correctly this information will display on your “Reimbursement claims” report.
That’s it! You are all set to start logging your reimbursement claims!