Introduction to Time

What is the time feature?

Time is a feature which allows your users to "Punch-In" and "Punch-Out" on "Time Cards" from their mobile device. These Time Cards can be associated to Folders and Categories which can help you keep a running total of how much time was spent on that folder.  Many of our customers use the time feature to help with job costing, billing, or even payroll.  The time feature works on iOS and Android devices as well as the website.

How do I turn on the time feature?

The Time feature is an add-on we must turn on for you at the moment.  It's a per user add-on to your current subscription and is included with the professional startup services. Contact us for more details!

If you need live feature specific training on the Time Feature, that is offered under Professional Services.  Learn more about that option HERE.

Once Time is added to your account, mobile users will need to sync on their mobile app to see the feature.  Administrators will need to refresh the website to see the new Time tab and options.

How do I set up Time for my account?

Time has a number of options you can customize to meet your specific needs including:

• Categories - Each time card is given a category ie. Billable, Vacation, Warranty... whatever categories you would like to set up to organize the time.
• Break Options - Each time card can have a break duration set for it ie. 60 min, 30 min... think lunch or breaks typically logged during a work day.

What will my Mobile Users see?

When you turn time on for your account, each user will see a big "Punch-In"/"Punch-Out" button in their mobile app.  Upon punching in they can choose a folder to punch-in to along with a category and a break before they punch out.  Users can also enter a specific note on that time card.  Below is a sample of what they'll see:

Mobile users will "Punch-In" and then tap on the category and the folder to select the appropriate options.  They can also add a note to the time card that Administrators will see on the website.

What will Administrators see?

When the Time feature is turned on,  Administrators and Team Administrators in your account will have a new section called "Time" in the navigation bar of the web app as well as a new "Time Settings" menu under the admin options:

This new time section allows administrators to add, edit, export and overall manage time cards for your users:

Admins can also access existing time cards or add new time cards within a folder on the website. Just go into the folder and click on the Time icon on your tool bar.

Time Settings

You can access your Time Settings on the Admin menu on the website under your name.

The "Time Settings" is where you can manage your time card options such as break and category options:

How do I run Reports on the Time punches?

There are three places to export time reports.  

The first is on the Time Tab (far right of the tabs, beside the "Insights" tab).  Enter your Team, User, and Date Range, then click the download button to get an Excel report. 

The second location is in your "Insights" tab.  At the bottom, there is a Time Export which allows you to download times for all users within a date range. 

Should you want a more specific time report built for you in the Insights tab, just let us know the details.  We can offer custom reports in the Insights page under our Professional Services.

The third is running a report for time assigned to a folder from within the folder level on the website.

Can I Edit a Time Card?

Admin and Team Admin users are able to edit existing time cards from the website.

From the Time Tab

From the Folder Tool Bar

Mobile Users can only edit their own Time for the date they are on (less than 24 hours).

Can I Add a Time Card?

Admin and Team Admin users are able to create new time cards from the website from within a Folder or from the Time Tab on the main menu.