An important step in managing a work order or task is to properly record labor and notes within a task. This information can be entered directly into the task window if the repair personnel have access to a computer. A secretary can enter time after the job is completed if the technician records his time on a printed work order. Review the Printing Tasks and Work Orders section for details on hard copy work order options.
The
amount of time and a description of the project should be recorded within
the Time tab of the task as shown
below:
The Hours setting consist of the following:
Estimate option: Review the Estimated, Billable, and Actual Time section for details on the Estimate option and the Estimated settings.
Actual and Billable hours: The Hours entry in the time entry table may affect the Billable Time which may adjust values on the billing invoice. Review the Getting Started > Time and Material tasks vs. Contract Tasks section for more details on how the Billable Time is affected by the Actual Time.
The Date will default to today’s date. This date should reflect the date the work was performed.
The Hours value can be set using any of the following methods:
Entered by the technician or other user
Calculated by populating the Start Time and Stop Time
Using
the Task Timer located at the bottom of the task:
The stop button 
will copy the Elapsed Time
to the Time entry within Time tab. The pause button 
will cause the timer to pause until the play button
is clicked. Use the
directional arrows
to add or reduce minutes within the timer. The task timer starts
when a task is opened with the exception of tasks with a base type
of Phone. Review the Getting
Started > Creating Task Types and Defaults section for more
details on the phone type.
Populated using the MyTime App: Review MyTime > Tracking Labor and Completing Tasks for more details on this app.
Documenting the activity for a task is valuable for billing and future reference. Enter work summary notes for the customer in the Billing Note column and internal notes that should not be communicated to the customer in the Internal Note column. EBMS contains an optional tool to copy the Billing Note content to the billing invoice.
The task's pipeline Phase and Rank setting are recorded each time an employee's time is recorded. This information allows the user to track the amount of days between phases or the amount of employee time spent on each phase. Review Scheduling Tasks > Pipeline for details on pipeline settings.
Click the Enter Time button
to enter time for a group of employees.
Enter the Date when the time was rendered.
Enter the From and To time. The From time will default from the time the task was opened. The To time will default to the time the Enter button was clicked.
The user can enter the total Hours or adjust the times to calculate the hours.
Record Internal Note describing the activity and record notes for the worker in the Billing Note entry.
The Billable option will default based on the task's Timecard > Work Code. Review Billable Time section for more details on this option.
The user can remove Workers by hitting the ctrl + delete keys.
The user can also add Workers to the list.
Click the OK button to insert a time line for each employee listed with the times populated within the dialog.
A
task is marked completed by enabling the Completed
option within the Timecard tab as shown below:
The completed option affects the status of the task. Review the Customizing Task Views > Task Status Settings section for more details on task status options.
The completed switch is frequently enabled by the technician or the secretary that is entering the technicians’ time. A separate approval step is recommended if a manager reviews the total time spent on a task before the billing occurs. Review the Approving Tasks section for more details.