Create timesheet entries
You can create timesheet entries for unbilled labor hours, expenses, and travel for the current or previous work week. Billable service call costs that are incurred during a service call appointment are entered when the appointment is completed. All time entries that you create on this device appear in the Time Entries pane after they're saved. Entries that are created on a different device don't appear in this pane.
Depending on the setup, you may see total hours displayed in the header.
- The Time Entry view header displays the following, depending on the drop-down choice:
- Total Hours for the Current week
- Total Hours for the Previous week
- The Time Entry pane header from Appointment Complete displays the total appointment hours.
The hours displayed only shows time entered on the device.
Create timesheet entries for unbilled labor
- Choose Time Entries. Choose the Action icon, and then choose Add Unbilled Entry.
Select an entry type and enter information in the appropriate fields.
Field
Setting
Employee
Your employee ID. Depending on the MobileTech setup, you might be able select a helper technician if you're entering hours for someone else.
Date
The system date is the default date for this transaction. You can select a different date.
*Pay Code
Select the pay code to use for the time entry.
Depending on the setup, an unbilled hourly pay code might be displayed by default. You can change this value.*Hours
Enter the number of hours for this transaction.
Description
If necessary, enter a description of the labor that was performed.
*Required field
- Choose the Action icon, and then choose Save.
- Choose the Sync icon. After the entry is sent to the host system, the fields can't be changed.
Create timesheet entries for unbilled travel
In the current release, extended pricing isn't supported for expense and travel transactions through time entry.
- Choose Time Entries. Choose the Action icon, and then choose Add Unbilled Entry.
Select Unbilled Travel and enter information in the appropriate fields.
Field
Setting
Employee
Your employee ID. Depending on the MobileTech setup, you might be able select a helper technician if you're entering hours for someone else.
Date
The system date is the default date for this transaction. You can select a different date.
*Pay Code
Select the pay code to use for the time entry.
Depending on the setup, an unbilled hourly pay code might be displayed by default. You can change this value.*Units
Enter the units of travel for this entry.
Description
If necessary, enter a description of the travel.
*Required field
- Choose the Action icon, and then choose Save.
- Choose the Sync icon. After the entry is sent to the host system, the fields can't be changed.
Create timesheet entries for unbilled expenses
In the current release, extended pricing isn't supported for expense and travel transactions through time entry.
- Choose Time Entries. Choose the Action icon, and then choose Add Unbilled Entry.
Select Unbilled Expense and enter information in the appropriate fields.
Field
Setting
Employee
Your employee ID. Depending on the MobileTech setup, you might be able select a helper technician if you're entering hours for someone else.
Date
The system date is the default date for this transaction. You can select a different date.
*Pay Code
Select the pay code to use for the time entry.
Depending on the setup, an unbilled hourly pay code might be displayed by default. You can change this value.
*Cost
Enter the cost per unit.
*Quantity
Enter the quantity.
Description
If necessary, enter a description of the travel.
*Required field
- Choose the Action icon, and then choose Save.
- Choose the Sync icon. After the entry is sent to the host system, the fields can't be changed.
Save timesheet entries and generate the Employee Time Sheet Report
When you sync the data, the time entries are sent to TimeTrack. When you save the timesheet, you can generate the Employee Time Sheet report.
You can generate the report for all technicians who are displayed, or you can select which employee or employees to include on the report.
The report is generated for the time frame of the view:
- Previous work week
- Current work week
- All (reports are generated for both weeks)
Reports are sent to your email address, as specified in the setup.
- Choose Time Entries. Choose the Action icon, and then choose Run Report For All or Run Report for Employee(s).
- If you select Run Report for Employee(s), the Employee page is displayed. Select the employee whose time you want to include.
- The Timesheet Signature pane opens. Sign and choose the Save icon. A message indicates that the report will be available the next time that you sync.
- Choose the Sync icon. The host system is updated with the timesheet information, and the Employee Time Sheet report is generated.