How to Manage Times Schedule

Overview

When you access the Timesheet module, the Schedule page is displayed. This is a timeline of all your scheduled and assigned, quotes, jobs and activities, for the current day, as defined by the date at the top of the Schedule. The work scheduled specifically to you (the logged-in Simpro Premium user) for the current day is displayed in a chronological order of the scheduled time. And, the Assigned to you section displays quotes and jobs that have you as an Assigned Technician and are due on the current day.

• Scheduled start and finish times are not displayed for assigned quotes or jobs. You can either record these times live, or enter them manually.
• For a project that is assigned, due, and scheduled on the same date, the project is displayed only once as scheduled.

If you are currently recording time for a time block, the icon is replaced with a icon. Use the icon to navigate back to the project you are recording time for. After the recording time process is complete, the icon is available again allowing you to create additional time blocks.

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Refresh Schedule

Swipe down from the top on the Schedule or tap the refresh icon in the top right corner of the screen to load the most current data from Simpro Premium. Refreshing the schedule only retrieves data from Simpro Premium to the Timesheet module. The module only sends data to Simpro Premium when you submit a recorded time block to Simpro Premium with a stable internet connection. If you are working offline, time blocks you submit are queued and automatically sent when you establish a stable internet connection.

For quotes and jobs, following details are displayed:

• Scheduled time
• Company name
  • 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 next to the scheduled time.
• Work type and number
• Customer name
• Quote or job name
• Site name
• Site address
  • If no site address exists, this field appears blank.

Tap the icon to begin recording time for a quote or job and use the icon to stop recording the timeblock. Use the icon to access the built-in maps application based on the site coordinates on your mobile device.

Use the icon to launch your device's default maps application based on the site coordinates.

Note that recording time initially records time for the whole quote / job and is later allocated to the individual cost centres. If you are scheduled to multiple cost centres in the same quote / job the icon becomes a icon for all cost centres on the schedule.

Tap the icon to view all work contacts including customer, site, quote / job contact, quote salesperson and job project manager.

Tap All Contacts to list the available contact information, including all of the site and customer contacts. Tap for the required contact and choose from the following options:

• Tap Call to open the default phone application with the contact number populated.
• Tap Message to open the default phone messaging application with the contact number populated.
• Tap Copy number to copy the phone number to your device and paste it in another location.

From the Schedule, you can navigate to the Times page or create new time blocks.

If you are currently recording time for a time block, the icon is replaced with a icon. Use the icon to navigate back to the project you are recording time for. After the recording time process is complete, the icon is available again allowing you to create additional time blocks.

Access and record

To access and update quotes, jobs and activities listed on the Schedule, tap the customer or activity name. You can then view all the corresponding details, such as the customer, site, scheduled time and job / cost centre description. Once you open scheduled work from Schedule, you can access and record the START and END time in real time. If scheduled times are different as compared to the actual time you have worked, you can record or manually change them before submitting to Simpro Premium. Change the date on the Schedule page to access and edit time blocks for quotes, jobs and activities that are scheduled or due, on the selected date.

If you are online, you can add new time blocks for any date by changing the date on the Schedule page, as required. However if you are offline, you can only access and add new time blocks for the current calendar week.

Recording START and END times live is available only for the current date. For any other date, you need to enter the START and END times manually to edit / create a time block.

CLOCK ON and CLOCK OFF

You can tap CLOCK ON to timestamp when you start work and CLOCK OFF to timestamp at the end of your day's work. Your CLOCK ON and CLOCK OFF timestamps along with your total clocked hours are sent to Simpro Premium and recorded in Schedules > Timesheets. Additionally, when you CLOCK OFF, you are prompted to fill out any empty time intervals between the CLOCK ON and CLOCK OFF timestamps, as time blocks, for quotes, jobs and activities. You can Undo Clock off if you need to continue with your day's work.

CLOCK ON / CLOCK OFF is available only for the current date.

Learn more in How to Use Timesheets.