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Date Job Job Number Job Status Task Code Time In (Lunch In) (Lunch Out) Time Out Travel Time Hours x1.5 OT x2 OT Note

Work Orders / Job Summary

Download Work Order / Job Summary PDF

Notes Today

Email My Notes Today

Yesterday

Current Pay Period:

Use Custom Date Range

Hours

Download Excel File


Copy Shifts Entries

Copy Shifts

Adjust Shifts Job Number

Select 'change-to' Job Number

Current Period Hours

Reg:

OT1.5:

OT2:

Total:

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Name/Company Primary Contact Phone Email Address City Prov Postal Is Client Km Billing Contact Note

Options

Show Org Shifts

When "On" timesheet shows entries for entire organization.

Print Work Order / Job Summary Mode

When "On" a "PRINT JS" checkbox appears next to each entry. Checkmark to select a job for exporting (only need to checkmark one shift and all shifts by all users belonging to that job will be exported). Then export PDF in Export tab > Work Orders / Job Summary.

When Job Summary checkbox is unchecked, then just a "PRINT WO" checkbox appears next to each entry. Checkmark each and every shift entry needed for exporting. Just the work orders with no job summary will be exported. Then export PDF in Export tab > Work Orders.
Job Summary

Delete Mode

When "On" a red "Delete" appears next to each entry. Hit "Delete" to remove a specific entry.

Entries Limit

Number of Shift entries to retrieve from database when first loaded.

Number of Contact entries to retrieve from database when first loaded.

Paging Size

Number of Shift entries to display per page (numbered paging controls at bottom of screen).

Number of Contact entries to display per page (numbered paging controls at bottom of screen).

Shift Field Defaults

Default values when adding a new shift.
Hours (Reg)

Deep Search Fields Included

Deep Search will query database entries not loaded
into the Timesheet tab (on Job Name) / Contacts (on Name/Company, Primary Contact)
tab and these selected fields:
Date (shifts, contacts)
Job Number (shifts)
Task Code (shifts)
Note (shifts, contacts)

Account

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Shifts

Fields

  • Date: Date of work performed.
  • Job: Job name.
  • Job Number: Job number (A unique job is defined by a unique Job (name) + Job Number).
  • Job Status:
    "In Progress" - Job pre-planning or site work has begun.
    "Ready for Training" - All work has been completed except for client training.
    "Ready to Invoice" - All work including training is complete and ready to be invoiced.
    "Done Warranty" - All work/service is done but in this case specifically covered under warranty so NOT to be billed/invoiced.
    "Done Non-billable" - All work/service is done not warranty related, but also NOT to be billed/invoiced.
    "N/A" - Entries that aren't applicable to invoicing.
  • Task Code: Code that indicates the type of work performed.
  • Time In: Shift (continuous block of time working on a job) start time.
  • Lunch In: Lunch start time (recorded in shift nearest time lunch is taken).
  • Lunch Out: Lunch end time.
  • Time Out: Shift end time.
  • Hours: Hours of work performed (regular time).
  • x1.5 OT: Time and a half hours of work.
  • x2 OT: Double time hours of work.
  • LOA: Living Out Allowance (per diem for overnight out of town work).
  • Note: Details recorded for work done for job on this shift.

Overtime

Insert tag: 

[HOLIDAY RATE]
into note field if entry is work on a holiday.
Micah Wittman 2014