JobIQ Sales Worksheet
See the ROI of JobIQ in Real Time
Quantify labor savings across timekeeping, scheduling, training compliance, and job walk documentation during your discovery meeting.
Interactive Worksheet
Company Snapshot
Optional: included in the completed ROI report PDF.
Headcount actively logging time and assigned to shifts.
Supervisors/foremen responsible for approvals and assignments.
Back-office team supporting payroll and reporting workflows.
Blended loaded hourly labor rate.
Loaded hourly rate for supervisors and managers.
Loaded hourly rate for payroll/admin support.
Used for net monthly gain and ROI %.
One-time onboarding effort used for first-month net impact.
Timekeeping
Capture current effort and expected time saved for admin, manager, and employee timekeeping tasks.
Timekeeping
Capture current effort and expected time saved for admin, manager, and employee timekeeping tasks.
Manual import, reconciliation, and payroll prep time.
Approvals, edits, and employee follow-up effort.
Includes corrections and clarifying time punches.
Default is usually 20 to 22 workdays.
Default factor 4.3 converts weekly hours to monthly.
Percent of admin time expected to be eliminated.
Percent of manager correction/approval time saved.
Percent of employee manual entry time saved.
Timekeeping Hours Saved / Month
0.0 hrs
Scheduling
Set baseline scheduling effort and role-specific time saved assumptions.
Scheduling
Set baseline scheduling effort and role-specific time saved assumptions.
Count managers regularly touching schedule creation.
Planning, balancing, and adjustments.
Admin communication and roster maintenance support.
Late changes, missed updates, and manual follow-up.
Percent of manager scheduling+rework time saved.
Percent of admin scheduling support time saved.
Scheduling Hours Saved / Month
0.0 hrs
Training Compliance
Estimate compliance tracking time saved by role.
Training Compliance
Estimate compliance tracking time saved by role.
Monitoring expirations, chasing documentation, and updates.
Readiness checks before assigning employees to jobs.
Percent of admin compliance-tracking time saved.
Percent of manager compliance-check time saved.
Training Compliance Hours Saved / Month
0.0 hrs
Job Walk Documentation
Capture reporting workload and expected time reduction by role.
Job Walk Documentation
Capture reporting workload and expected time reduction by role.
Users preparing documentation for field status updates.
Manual report prep and summary drafting.
Collecting and assembling updates from multiple systems.
Status update prep for customers and internal stakeholders.
Percent of manager/supervisor documentation time saved.
Percent of admin customer-update effort saved.
Job Walk Hours Saved / Month
0.0 hrs
Monthly Cost Comparison
Current operating cost vs. projected cost with JobIQ.
Executive Summary
Current Monthly Cost
$0
Monthly Hours Saved
0.0 hrs
Monthly Savings
$0
Annual Savings
$0
ROI
N/A
How this is calculated
Each module calculates current monthly hours by role (admin, manager/supervisor, employee where applicable).
Hours saved by role = current monthly hours x entered % time saved for that role.
Cost saved by role = hours saved x role hourly rate.
Module monthly savings = sum of role-level cost saved values. Module hours saved = sum of role-level hours saved values.
Total monthly savings = sum of all module savings. Net monthly gain = total monthly savings - monthly JobIQ subscription cost.
ROI % = (net monthly gain / monthly JobIQ subscription cost) x 100. If subscription cost is blank/0, ROI displays as N/A.