Timesheet Module

Overview

The Timesheet module is an effective time-tracking / scheduling solution designed for technicians working on site to:

  • Efficiently update and record their labour time for billable and non-billable work in real time
  • Distribute time by allocating hours, or as a percentage of the time worked between multiple cost centres within a single quote or job
  • Duplicate time blocks to record time on behalf of other technicians
  • Upload attachments to sites on a scheduled or assigned quote / job
  • Review and update scheduled or due work for the previous, current and upcoming calendar weeks, online or offline
  • Search for and create new time blocks for all pending and progress jobs and for quotes / jobs scheduled or due in preceding or following 45 days while online
  • Increase business profitability and reporting with improved actual labour costing by easily distributing time between multiple cost centres based on hours or percentage of the time worked
  • Conveniently review worked and scheduled hours for the past, current and following calendar week in the field, with the times report.

If you have access only to the Timesheets module, you receive notifications for:

  • activities
  • message notifications sent from the schedule
  • new / adjusted schedules on project and service quotes / jobs
  • when you are assigned / unassigned to project and service quotes / jobs.

Learn more in Simpro Mobile Settings.

If you update the Simpro Premium Mobile app while you are logged in to it and the Timesheet module check box is enabled in your employee / contractor card, you must perform a pull-down refresh. You can then swipe the screen to the right or tap the menu icon at the top-left corner to access the Timesheet module.

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Use Licences

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

About Simpro Mobile Security Groups: Timesheet and Stock Module

Basic requirements to access Timesheet module:

  • Simpro Premium URL and login credentials
  • Valid mobility licence. Learn more in Adjust employee settings.
  • In Simpro Premium, go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Employee / Contractor, open the relevant card, select the Mobility > Mobile check boxes under Profile > Settings > Licences and select the relevant Mobile Security Group with the Timesheet Module enabled.
  • Latest version of Simpro Mobile app.

Learn more in Simpro Mobile Settings.

How to Manage Schedule in Timesheet Module View a schedule of all of your quotes / jobs / activities for the current day.
How to Create a New Time Block Create or edit time blocks for quotes / jobs / activities.
How to Clock On / Off Log your start, finish and the total number of hours worked for the day.
How to Manage Times View a timeline of your work for the day and review scheduled times against worked times in a weekly format with the times report.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.