This is part of the Smart Timesheets feature on the TeamINSIGHT add on. Contact us to upgrade your plan.
Log travel time on a job using the Start Travel button.
Setup
Enable the Start travel button on jobs for technicians
In Timesheets - Settings check Show travel button
Technicians will now see the start Travel button, and when the click finish travel they ill see the Start job button to add the job time.
If you have some jobs that require travel and some that don't you can show both start travel and start job so the technicians can choose to add travel or start he job without adding travel time. To do this check Show travel and job start buttons at the same time.
Select a job status for travel time
Click on Reports - Timesheets to open the Timesheet report from the main navigation. Click on the settings link in the top right hand corner to open the Smart Timesheet settings. Check Show Start travel button and select the job status to set when the technicians clicks this button
Add a service code for billable travel time
1. Add a Travel service item to inventory
Open Inventory - Services and click the Add Service button. Add a service item code, purchase and sales price. Click save to save the item to your inventory.
2. Assign the travel service code to the technician
Open settings - staff and click on the technician that you want to set a service code for. In the Service section select the Default Service code (to charge for jobs) and the Travel Service Code
Copy Travel time to Billable items
The travel time will be logged as a separate timesheet on the job. To add the travel time to billable items check the travel time and click the copy to billable button.
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