Forum Discussion

Josh2289's avatar
Josh2289
Contributor 2
2 years ago

Timesheet for request

Is there any option to input a timesheet for requests? 

 

6 Replies

  • Also want this feature. Ability to clock into a custom field, request, quote, job, or task. Ability to edit while clocked in. Ability to take a break, show lunch breaks, insert lunch break after clocking out without tons of edits. 

    Id like to see how much time is billable and unbillable and have categories useful for making business decisions!

  • I think to solve your issue here is to have your crew or sales member use the general timer and make notes. You can also put notes in the on site assessment for how long the assessment took. 

  • The best option to track time on the request would be to schedule it as an on-site assessment under the tech or sales persons name.  If you need them to track their time to the actual assessment the only real option would be to have them use a general timer while they are on-site and make a note on the timer or within the assessment that they were at the assessment.  

    If assessments are considered billable time, set it up as a job as opposed to an assessment. 

  • JordanE's avatar
    JordanE
    Contributor 2

    I agree this feature is needed. At the moment the timesheets only allow job timers and general timers, but we would also like an assessment timer

    • Josh2289's avatar
      Josh2289
      Contributor 2

      I want to see how long a tech is on a survey before a request is converted