This is a premium feature if you cant see these settings you need to upgrade your subscription to enable the Smart Timesheets feature. Contact us on +61 3 9005 7144 or on the chat in the bottom right hand corner.
Setup
Click on Report and select timesheet in the main menu. Click on settings on the right hand side. In the popup, configure the settings for smart timesheets.
Timesheet start day
Select which day of the week to start your timesheets on
Job number
Select if you want jobs to be mandatory for timesheets or if technicians can add timesheets without a job number
Timesheet reminders
Select if you want to send automatic SMS reminders to technicians to submit their timesheets
Smart rules for timesheets
The Technicians timesheet for the day is calculated automatically and off job time is added between jobs thought the day. In the Timesheet settings you can setup rules for rounding, overtime, RDO and unpaid lunch break.
Open the Timesheets in Reports - Timesheets and click on the orange settings link on the right to open the settings popup. In here you can set the day that your timesheets start.
When you select a rounding interval for timesheets, the start time is rounded back to the previous interval and the end time forward to the next interval.
Technicians timesheet
The technicians will see a green start button for each job on mobile. They click this to start and end the timesheet for the job. The timesheet is created after they click finish at the end of the job. The timesheet is visible to schedulers in the timesheet report and on the job.
Job Start button
When the technician clicks the start button on a job it automatically
- Sets the job status as selected in settings
- Adjust the start time of job on the schedule
- Calculates the off job time from the end time of the previous job
- Rounds the timesheet back to the nearest interval
Job Finish button
When the technician clicks Finish
- They are asked to select a job status
- The end time of the job is adjusted to the current time
- The start and end time is adjusted for all technicians on the job
- Rounds the timesheet forward to the nearest interval
Next:
Send SMS reminder to technicians to submit timesheets