When you manage a team it can get complicated to set individual service codes and rates for staff members. With the shift feature your team lead can create team timesheets with individual service codes for day or night shifts.
Select a shift on a job
To set a shift on a job, select the shift in the shift dropdown. This will automatically set the job start and end time for the job. You can also make a shift job multi-day by checking the multi-day checkbox, Learn more about multi-day jobs
Multi-day Night shift job
Jobs that run over night on scheduler weekly view, this is a multi-day night shift job for 4 nights, 9th to 12th May
Multi-day Night shift job on Project
Adding technicians to a multi-day night shift job. Just hover your mouse over the scheduled task.
Enable shift in settings - system fields
Under Job - Scheduler set shift as visible, You can also make it required (optional) if you want all your jobs to have a shift selected
Add shifts and service codes
To get started add the different service codes for your technicians. If you have setup your service rates already skip to step 2.
1. Setup the service code rates in inventory
Add one service item for each rate, for example Day shift technicians, Day shift apprentice, Night shift technician, Night Shift apprentice etc. How to add service items to inventpory
2. Setup shifts
Open settings - job details and scroll dow to shifts.
Click on edit shifts and rosters. In the popup select the +Item and enter the start and end time for the shift.
Please note: this time will be used to set the start and end time for the job only- rates will not be applied automatically by the time, only by setting the correct shift on the job.
Select service codes for the shifts
Default service codes
If no shift is selected the default service code will be used, the service code can then be changed manually for a technicians timesheets. You can select a different default service code for travel hours.
Select shift on mobile
On a job click on the Timesheet link, or use the + to add a timesheet on the job
Set the start and end time for the timesheet, select the shift and click save
Note: a technician needs to be set to team lead to be able to add timesheets for a team.