Mobile App Timekeeping Tutorials

💡These tutorials explain how to start, edit, stop and delete timekeeping records in the Mobile App, and how to view, complete and navigate to items and add notes and images.

Starting Timekeeping#

How to Start an Unlinked Timekeeping Record#

1. Log in to the Mobile App.
2. Tap any timekeeping tile (e.g. Transactions).
3. In the Start: (Unlinked) bar at the top, tap Travel (button) or Work (button).
4. Complete the details as follows:
   • Customer lookup = Select the customer.
   • Reference lookup = Select a reference from the dropdown list if there is one. Otherwise, enter a reference.
   • Odometer Start = Travel only. Enter the odometer reading.
   • Note = Enter a note (optional).
   • Work only: to have a customer or supervisor sign, tap Show Signature (button) and ask them to sign in the Sign Here pad. Tap Clear (button) to start the signature again.
5. Tap Start (button).
6. Close the Mobile App (optional). The record keeps running.

How to Start a Timekeeping Record Linked to an Item#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Find the item. On a phone, tap the three dots (…) on the item. On a computer, use the buttons on the item or tap More.
4. Select Start Travel or Start Work.
5. Complete the details as follows:
   • Odometer Start = Travel only. Enter the odometer reading.
   • Note = Enter a note (optional).
   • Work only (not production tasks): to have a customer or supervisor sign, tap Show Signature (button) and ask them to sign in the Sign Here pad.
6. Tap Start (button).
7. Close the Mobile App (optional). The record keeps running.

Managing a Running Record#

How to Edit a Running Timekeeping Record#

1. Log in to the Mobile App.
2. Tap the tile with the red dot (the list of the item being timed), or any timekeeping tile for an unlinked record.
3. Tap Edit (button) in the bar at the top.
4. Change any of the details (e.g. the note or the odometer reading).
5. Tap Save (button). The record keeps running.

How to Stop a Travel Timekeeping Record#

1. Log in to the Mobile App.
2. Tap the tile with the red dot, or any timekeeping tile for an unlinked record.
3. Tap Stop (button) in the bar at the top.
4. Complete the details as follows:
   • Odometer Stop = Enter the odometer reading. Km is calculated.
   • Note = Enter a note (optional, e.g. about traffic conditions).
5. Tap Stop (button).

How to Stop a Work Timekeeping Record#

1. Log in to the Mobile App.
2. Tap the tile with the red dot, or any timekeeping tile for an unlinked record.
3. Tap Stop (button) in the bar at the top.
4. Complete the details as follows:
   • Note = Enter a note (optional).
   • To have a customer or supervisor sign, tap Show Signature (button) and ask them to sign in the Sign Here pad (not production tasks).
5. Tap Stop (button).

How to Delete a Timekeeping Record#

1. Log in to the Mobile App.
2. Tap the tile with the red dot, or any timekeeping tile for an unlinked record.
3. Tap Edit (button) in the bar at the top.
4. Tap Delete (button).
5. Tap Yes (button) to confirm.

Working With Items#

How to View an Item’s Details#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Tap the item. Its detail page opens.
4. Tap a tab (e.g. Notes) to see that information.
5. Tap the back arrow to return to the list.

How to Mark an Item Complete#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Find the item. On a phone, tap the three dots (…) on the item. On a computer, use the buttons on the item or tap More.
4. Select Complete.
5. Tap Yes (button) to confirm. The item is removed from the list.

How to Navigate to a Customer#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Find the item. On a phone, tap the three dots (…) on the item. On a computer, use the buttons on the item or tap More.
4. Select Navigate. Google Maps opens with directions from your current location to the address.

How to Add a Note#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Find the item. On a phone, tap the three dots (…) on the item. On a computer, use the buttons on the item or tap More. Or open the item and tap + (button) on its Notes (or Ticket Notes) tab.
4. Select Add Note.
5. Complete the details as follows:
   • Reference = Enter a reference for the note. For a project task or sales ticket, select one from the dropdown list; it is required.
   • Assign To = Project tasks and sales tickets only. Select the person the ticket is assigned to.
   • Status = Project tasks and sales tickets only. Select the ticket’s status.
   • Note = Enter the note.
6. Tap Save (button). Tap Cancel (button) to discard the note.

How to Edit a Note#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Tap the item to open it.
4. Tap the Notes (or Ticket Notes) tab.
5. Tap Edit (button) next to the note.
6. Note = Change the text of the note.
7. Tap Save (button).

How to Edit a Project Task’s Note#

1. Log in to the Mobile App.
2. Tap the tile for the Service Type of the project.
3. Tap the task to open it.
4. On the Information tab, tap Edit (button) on the task’s note.
5. Change the note and tap Save (button).

How to Add an Image#

1. Log in to the Mobile App.
2. Tap the tile for the list the item is on: Transactions, Production Tasks, or the tile for the Service Type of the project task or sales ticket.
3. Find the item. On a phone, tap the three dots (…) on the item. On a computer, use the buttons on the item or tap More. Or open the item and tap + (button) on its Attachments tab.
4. Select Add Image. If the app asks for permission to use your camera, allow it.
5. Do one of these:
   • Point the camera and tap the shutter button (Capture) to take a photo. Tap Flip Camera to switch between the front and back cameras.
   • Tap Choose from Gallery and select an image on your device.
6. Description = Enter a description of the image.
7. Tap Save (button). Tap Retake (button) instead to take or choose another image.

How to View Timekeeping Records in the Desktop App#

1. Log in to the QuickEasy BOS desktop app.
2. Click Timekeeping on the tile or main menu (e.g. Main Menu > Operations > Timekeeping).
3. Set the filters as needed:
   • Date = Select a date option.
   • Resource = Select the resource from the dropdown list (e.g. your name).
   • User = Select a user from the dropdown list (e.g. your name).
   • Statuses = Check the boxes of the statuses to include. If all the checkboxes are unchecked, all the statuses are included.
4. Click View (button).
5. See Timekeeping Tutorials to view a record’s locations and signatures.