How to Submit Timesheets

Step 1: Open Timesheets

Tap the clock icon in the top toolbar to open Timesheets.

Details:

• Sits alongside the Appointments and Jobs icons at the top of the home screen
• Shows the current week (Monday to Sunday), with Today, Overtime, and Week Total hours at the top
• Days with entries already logged are listed below, with each job's total hours for that day

Step 2: Select a Day and Start a New Entry

Tap a day at the top of the week, then tap the + button to add a new timesheet entry.

Details:

• A day with nothing logged shows "No timesheet entries for this day"
• Opens the New Timesheet form for the day you selected

Step 3: Select the Job and Enter Your Time

Tap Job to search for and select the job you worked on, then choose between Hours Worked or Start/End Time to log your time.

Details:

• Job is searchable by job number, address, or client
• Hours Worked lets you enter hours and minutes directly
• Start/End Time instead uses a start and end time
• Toggle Overtime on if the time should be recorded as overtime

Step 4: Add Category, Trade, and Optional Details

Set Category and Trade to classify the work, then tap View More for further optional fields.

Details:

• View More reveals Notes (up to 200 characters), plus Lunch Break?, Billable Travel Time?, and Billable Travel Distance? toggles
• All of these are optional

Step 5: Save the Timesheet

Tap Save to log the entry.

Details:

• Tapping Close with unsaved changes shows a "Discard changes?" prompt, with Discard Changes and Keep Editing options
• Once saved, the entry appears under its day, and the Today and Week Total hours update to include it

Step 6: Add a Timesheet From a Job

From a job's page, tap the ••• menu and choose Timesheet to open the same New Timesheet form, pre-filled with that job.

Details:

• Useful if you're already on the job page and want to log time without switching to the Timesheets tab first
• Works the same way as adding an entry from the Timesheets tab, just starting from the job itself

FAQ

What's the difference between Hours Worked and Start/End Time? Hours Worked lets you type the total hours and minutes directly. Start/End Time instead uses a start and end time.

Are Category, Trade, and Notes required to save a timesheet? No, Job and either Hours Worked or Start/End Time are required. Category, Trade, Notes, and the Lunch Break, Billable Travel Time, and Billable Travel Distance toggles are all optional.

Can I add a timesheet entry without leaving the job I'm on? Yes, open the ••• menu on the job's page and choose Timesheet, which opens the same New Timesheet form pre-filled with that job.