Mobile App Timekeeping Interface

A bar at the top of the list with Travel and Work buttons, which start an unlinked timekeeping record.

While a record is running, the bar shows Started with the start time and the time so far, and Edit and Stop buttons.

The bar appears when no record is running, when the running record is unlinked, or when it is linked to an item on this list.

The items are grouped by date: Earlier, Today, Tomorrow and Later. Items without a date are in Earlier.

Only Today is open when the list appears. Tap a group’s heading to open or close it. While you search, every group is open.

Each item has a coloured edge that shows its status. The item being timed shows the start time and the time so far.

Tap an item to open its detail page.

Starts a travel timekeeping record linked to the item and opens the timekeeping record screen.

Available only when no timekeeping record is running.

Starts a work timekeeping record linked to the item and opens the timekeeping record screen.

Available only when no timekeeping record is running.

Opens Google Maps with directions from your current location to the address: the transaction’s address for transactions, or the customer’s address for production and project tasks.

If there is no address, a message says so.

Unavailable for sales tickets.

Adds a note to the item.

For transactions and production tasks, the note has a Reference and a Note.

For project tasks and sales tickets, it is a ticket note with a Reference (required), Assign To, Status and an optional Note.

Sets the transaction, task or ticket to complete, after you confirm.

Unavailable for the item being timed.

An item set to complete (in the app or the desktop app) no longer appears on the list.

Transactions assigned to you (Assign To).

The Transaction Type has timekeeping enabled.

The transaction’s status is in the Active Status Group.

The Transaction Type’s code, the transaction number and the customer (e.g. WO 15 | Ruby Travel).

The transaction’s description.

The due date, with the Transaction Type’s caption for it (or “No date”).

Tasks for which you are the Operator (transaction > Production > Tasks). You appear on the Operator dropdown list if you are on the Cost Centre’s Staff tab.

The transaction and the task are Active.

The transaction number and the customer.

The task’s description (usually the item from the Routing section of an Estimate).

The workstation.

The start date (or “No Start Date”) and the task’s total hours.

Tasks for which you are the Resource. Staff are first added on the Service Type’s Project Resources tab and then selected as a task’s resource on the ticket’s Project tab.

The project and the task are Active.

The project number and the milestone.

The task group and the task’s description.

The start date and the estimated hours.

Tickets of that Service Type that are assigned to you (Assign To).

The Service Type’s code, the ticket number and the customer.

The reference.

The due date.

• Information: Status, Reference, Customer, Contact, Rep, Date Created, the required and due dates, and Address.
• Items: The transaction’s items with their quantities (read-only). Only appears if the transaction has items.
• Notes and Attachments.

• Information: Status, Reference, Customer, Contact, Rep, Workstation, Date Created, Due Date, Required Date, Start Date and End Date.
• Contacts: The customer’s Email, messaging app ID, Mobile, Tel, Website and Address, each with a button to copy the email address, open the messaging app, call, open the website or open the address in a map.
• Inputs: The estimate’s descriptions for the task (read-only).
• Notes and Attachments.

• Information: SM Number, Status, Category, Reference, Company, Contact, Rep, Remind Date, Due Date, Date Start and Date End, and the task’s own note, which you can edit.
• Ticket Notes and Attachments.

• Information: SM Number, Status, Category, Reference, Company, Contact, Rep, Remind Date and Due Date.
• Notes and Attachments.

Appears when you start a record. Saves the details you entered and returns to the list.

The time is counted from when you selected Start Travel, Start Work, Travel or Work. After you tap Start, you can close the app; the record keeps running.

Appears when you tap Stop on the list. Saves the details and stops the record.

When starting: deletes the new record, so no time is recorded.

When stopping: returns to the list without stopping the record.

Appears when you tap Edit on the list. Deletes the record after you confirm.

A deleted timekeeping record cannot be recovered.

Travel records only.

For a transaction, shows the transaction’s address (or “Address not available”).

Work records only; not production tasks. Shows or hides the Sign Here pad, where a customer or supervisor can sign with a finger or stylus.

Clear (button) clears the pad.

When you tap Start or Stop with a signature, an image of the screen with the signature is saved with the timekeeping record as its start or stop signature.