Preconditions:

  • a correctly created job
  • fully defined services (“Admin” > “Services Admin” > “Services”)

  • Select a job
    • Click the client’s name and select the tab “Jobs” > “Area” and then the relevant job using your mouse or keyboard
    • Alternatively, start entering the name of the job in the green search bar and select the relevant result from the live results
    • Or click the star icon in the right corner of a job search field (this will list the last 15 jobs with previously recorded timekeeping entries)
  • Choose the relevant “Service” and, if applicable, “Rates”
  • In the field “Information” you can insert notes and comments which might be a mandatory field depending on your configuration
  • Now, you can enter the time invested or adjust it by using the arrow icons on the left/right; alternatively, invested time for a specific job can also be automatically tracked by clicking the stopwatch icon when starting the job and clicking it again once you are finished
  • Finally, click the green check icon to committ all changes