Your first interaction with a Job will often be to clock into your appointment. After tapping on an appointment from the list, techs will notice an On-Site clock event available to them along the bottom of the screen.
Clocking in and Out
On-Site
- To clock in, tap the Clock In button.
- The counter on the bottom left will start to clock your time.
- To clock out, tap the Clock Out button.
- Tap to indicate if the Services have been completed.
- Note: You only want to mark a service as complete if you are done with the work for that service. Leaving a service unchecked will leave the Service open. Meaning you have not completed the work on this service. This is typically used when you are clocking out for a break or clocking out of an appointment, but the work has not been completed.
- Toggle Yes or No whether you have completed the work at this appointment.
- Tap Finish Clocking Out.
En Route
Swipe left to view En Route Clock Menu.
- To clock in, tap the Clock In button.
- The counter on the bottom left will start to clock your time.
- To clock out, tap the Clock Out button.
- This will give you the option to clock in On Site.
You can Send En Route Notifications to Customers when using En Route Clock Events.
Type of Clock Events
There are three separate clock event types available to Technicians. This includes: On Site, En Route, and Job Preparation.
To select the type of Clock In, simply swipe left or right with your finger along the bar at the bottom of the Job view screen.
Clock Event History
To view a summary of all current clock events on the Job, tap on the clock event bar, and a list will be shown. You can also select the different clock events from this screen as well.
Poor Connectivity Warning
If you have poor connectivity, you can still clock in and out. The Clock Events will appear in your Event History with a refresh icon.
Once you have connectivity and refresh the app, the refresh icon will disappear. This indicates that the clock event has now been synced to ServiceTrade.