On occasion, Energy Support may need to facilitate billable engagements with our customers. During those engagements, time should be tracked through BEAR and billed to customers weekly. Please use these instructions to complete that billing.
As a reminder, billable work must be approved by a member of the management team of Energy Support before engaging with a customer or billing for time. Please contact Pam, Shawn, or Adam for more information.
To bill a customer, please do the following:
- Navigate to BEAR.
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Once on the home page, navigate to My Time>New Entry (found on the top right of the home page)
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When creating a new entry, search for the organization you are completing work for. You should select the Cargas Energy Consulting (Open Agreement) MSA Budget Project within the customer's set of projects:
- Once the right project is selected, enter the:
- Date the work was completed
- The total number of hours to be billed (to be rounded to the nearest hour)
- Travel hours (rounded to the nearest hour)
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Support shouldn't be asked to complete Non-billable work. Please contact a manager if you have questions
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Provide a brief description of the work completed. Ticket number, Jira task IDs, and other relevant data should be included. Please note: This field is visible to customers on invoices
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Include any Internal Notes that may be helpful to understand the work completed.
Once you have completed your time entry, please contact your manager to review it for approval.
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