How to Create a New Time Block

Overview

Navigate to the Times page to view your schedule for the current day, update and create new time blocks, clock on and off and review your work time as compared to the total time scheduled.

Video

Create a new time block

From the Schedule page, access the Time Block page to record the time spent on a quote, job or activity.

Follow the instructions below to create a new Time Block:

1. On the Schedule page, for the current day, tap the icon.
2. Tap START RECORDING to record actual time for the time block.
   
   • For multi-company build users, if the technician is assigned to multiple companies, the company that the quote or job is scheduled in is displayed.
   • The start time is rounded based on increments configured in System > Setup > Defaults > Schedule > Schedule Format and the Time Block Threshold set in System > Setup > Mobile > Timesheet Module.
   • To manually adjust the START time, tap in the field and select the required time. If you use START / STOP to record time, this recorded time is displayed for future reference and remains unchanged even if you manually adjust the start and end times.
3. Tap STOP to populate the END time.
   • The recorded time rounds to the nearest 15 or 30 minutes based on the default Schedule Format and Time Block Threshold.
   • To manually adjust the STOP time, tap in the field and select the required stop time or tap END. You are limited to select 15 or 30 minutes increments based on the Schedule Format settings.
   • To remove the current recorded time block, tap DISCARD.
     
4.  Next, choose to Record time against a Quote, Job, or Activity.
5. Search and select the required quote, job, or activity from the list to apply the recorded time against it.

Activity Times

To create an activity time block on the Activity Times page:

1. Tap + ADD DUPLICATE TECHNICIAN/PLANT to duplicate the time block for one or more resources, including employees, contractors and plant items enabled for scheduling.
2. Tap Record time as and select the required scheduled rate to apply the recorded time against it.
3. Tap DONE create the activity time block.
4. ADD ANOTHER TIME BLOCK, if required or click SUBMIT to send the time blocks to Simpro Premium.
   • Add time for this Activity: To continue adding additional time blocks to the same activity.
   • Add time for another Job: To create a new time block for other jobs.
   • Add time for another Quote: To create a new time block for other quotes.
     
   • Add time for another Activity: To create a new time block for an activity.
   • Go to Schedule: To return to the Schedule.