TIME KEEPING : FOR SERVICE PROVIDERS

Timecards record the hours worked by a Service Provide and are integrated with work orders.  As you record the time in the work order,  it is also automatically pushed into the timecard.

Definitions:

Clock In and Clock Out indicates the start and finish of your work day.

Note: This time is used to pay you.


Check In and Check Out indicates the start and finish of a particular work order that you performed within your work day. There may be several Check In and Check Out depending on the number of work orders for that day.

Note: This time is used invoice the customer.

  • Step 1:

    Login into the Mobile app and select ‘Timecard’ from the Menu.

  • Step 2:

    Clock In records the start of your working day. So at the start of every day, remember to ‘Clock In’.

Time Card
  • Step 3:

    Go back to the Home screen to view your work orders for the day. Select a Work Order and press the ‘Check In’ button in the Schedule tab [shown in figure below].

  • This will indicate that you have started working on this job and the time will also be automatically recorded in your timecard.

schedule start & End
  • Step 4:

    After completing a job, click on ‘Check Out’. Again, the time will also be automatically recorded in your time card.

  • Step 5:

    If you are working on a job for which a Work Order has not been created, log it by clicking on ‘Add Time’ on the timecard page.

  • Step 6:

    Through the ‘Add Time’ option, you may record your lunch by selecting the appropriate Job Code.

  • Step 7:

    At the end of a work day, make sure you ‘Clock Out’. Note: If you forget to ‘Clock Out’ make sure you inform the administrator so that they can manually correct it. Clocking out at a later time will create discrepancy in your total hours for the day.

  • Step 8:

    Once you ‘Clock out’, send your timecard for approval by clicking on ‘Send for Approval’. Your timecard status will now change to ‘Waiting for approval’. Note: If your timecard is approved/rejected/edited by the administrator, you will be informed on the timecard page.

  • Step 9:

    You may add PTO from the timecard menu as shown in the image below.

Timecard menu