Time tracking
Overview
Better understand staff productivity by seeing who has been working on each job, how long it has taken, and how that compares to estimates and budgets—track time on jobs and time spent by your staff.
Your workshop team can log time against jobs or unrelated activities in their timesheet. Additionally, they have the option to use a stop-start timer to track their work accurately. Alternatively, if you prefer, your administrative team can enter time on behalf of the workshop team members or use the timer functionality.
Timers
Timers are a powerful tool for accurate and convenient time tracking. By utilizing timers, you can easily monitor and record the duration spent on tasks or jobs. This feature simplifies the process, eliminates manual entry errors, and provides precise insights into the time spent on specific activities. This guide will demonstrate how to effectively use timers for seamless time tracking.
Log time when the job status is updated
Logging time when a job status is updated allows for easy tracking of the duration spent on each stage of the job. When a job transitions to a new status, you can conveniently add time to the job's timesheet. To streamline the process, you can utilize the 'Log time options' which offer pre-set time increments such as 15 minutes, 30 minutes, 45 minutes, and 60 minutes. This enables quick and efficient time entry, ensuring accurate recording of the duration in the job's timesheet.
How to log time against a job
Logging time against a job is a crucial aspect of effective project management. By accurately tracking time, you can monitor progress, evaluate resource allocation, and analyze job costs. This guide will walk you through the process of logging time against a job in a few simple steps.
Open the specific job:
Navigate to the project view in your application.
Locate and select the job you want to log time against.
Access the Timesheet:
Once inside the job, find the Timesheet tab at the top of the document viewer.
Click on the Timesheet tab to access the time tracking functionality.
Start Time Logging:
Within the Timesheet section, locate and click on the "Clock Time" button.
This will initiate the time logging process for the selected job.
Select the Agent:
A dropdown menu will appear, allowing you to choose the agent or staff member who performed the work.
Select the appropriate agent from the available options.
Enter Start and End Times:
Specify the start and end times for the logged work. You can either manually enter these times or use a time picker tool.
Add Optional Note:
If desired, you can include a note to provide additional context or details about the work performed.
Enter the note in the designated field.
Submit the Time Entry:
After confirming the agent, start and end times, and any additional note, click the "Submit Time" button.
This will save and record the logged time against the selected job.
How to log time against your timesheet (unrelated to a job)
Click on your user avatar on the right side of the top menu bar.
Click Timesheet.
Click Clock time.
From the timesheet, click Clock time.
Select the start and end times.
Enter any note you want to add.
Click Submit time.
How to add time to another users timesheet
Click Settings.
Click Agents.
Click Timesheet (clock button) for any agent shown.
Click Clock time.
From the timesheet, click Clock time.
Select the start and end times.
Enter any note you want to add.
Click Submit time.
Billing the time you work
Efficiently billing customers for the time spent on tasks is crucial for accurate invoicing and maintaining transparency. With our timers app, you can seamlessly convert the logged time into charges using predefined labor rates. This feature allows you to associate the recorded time with specific labor rates and generate accurate customer invoices based on the services rendered. This guide will demonstrate how to leverage labor rates to post time as charges, streamlining your billing process.