Clocking In and Out from the Mobile App

Derek Torres
Derek Torres
  • Updated

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

  1. To clock in, tap the Clock In button.
    • The counter on the bottom left will start to clock your time.
  2. To clock out, tap the Clock Out button.
  3. 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.
  4. Toggle Yes or No whether you have completed the work at this appointment.
  5. Tap Finish Clocking Out.

Clock_IN_Clock_Out.gif

 

En Route

Swipe left to view En Route Clock Menu.

  1. To clock in, tap the Clock In button.
    • The counter on the bottom left will start to clock your time.
  2. To clock out, tap the Clock Out button.
    • This will give you the option to clock in On Site.

En_Route_Clock_In_Out.gif

You can Send En Route Notifications to Customers when using En Route Clock Events.

 

Job Prep

Swipe left to view Job Prep Clock Menu.

  1. To clock in for Job Prep, tap the Clock In button.
    • The counter on the bottom left will start to clock your time.
  2. To clock out, tap the Clock Out button.

 

On Break

Technicians can initiate the On-Break Clock event from anywhere within their workflow:

  • If the tech is taking a break and clocked into an On-Site clock event, the Mobile App will show a bottom-sheet menu asking the technician to select a ClockOut Option: "I'm Done with this Appointment" or "Taking a Break."
    • If Taking a Break is selected, ServiceTrade stops the On-Site clock timer and starts the On-Break clock timer. When the technician clocks back into On-Site after their break, ServiceTrade stops the On-Break clock timer and resumes the On-Site clock timer.
      ST-Mobile-OnSite-ClockOut-BottomSheet.png

  • If not clocked into any clock event, technicians will use the clock event slider to clock into On-Break and start their break.

  • If clocked into an En-Route or Job Preparation clock event, technicians must clock out first to clock into On-Break using the clock event slider.

Video Walkthrough

Use this video to train your technicians on the new On-Break Clock Event.

Clock-Out Checklist Workflow 

With the Clock-Out Checklist Workflow feature enabled, your Technicians will be required to review and complete specific tasks when clocking out from a Job Appointment. This includes finding and recording deficiencies, attaching photos, or leaving comments on the job appointment.

The following section will walk technicians through completing clocking out with the Clock-Out Checklist. If you want to use this new feature, click here to learn how to Enable Clock-Out Checklist Workflows.

  1. If you are already clocked in On-Site on a Job Appointment on the Mobile App, go to the bottom of the page and tap the Clock Out button.
  2. Tap to check any service or services complete and tap Next.
  3. Complete the Incomplete Clock-Out Reason Workflow. Tap Continue Clocking Out when done.
  4. You will now see a Review and Complete Task List. Depending on what your Account Admin has set up you will be asked to complete certain tasks before clocking out.
    • Below is an example of an appointment that needs comments, attachments, and deficiencies to move forward:
  5. Tap each Fix This Issue box and follow the instructions to complete the task. Scroll down to learn more about completing tasks for Attachments, Comments, or Deficiencies.
    • Below is an example where 2 of 3 tasks have been completed:
  6. Tap Finish Clock Out when done.

Attach a Photo

If your Account Admin has enabled Task-Driven Attachments, then you must upload an attachment to the job appointment in order to clock out.

  1. Tap the Attach a photo - Fix this issue > box.
    ST-Release_5.2-TaskDriven-Attach_Photo.png
  2. Follow the normal steps to add an attachment.
  3. green checkmark will now appear next to this task, indicating completion.

Leave a Comment

If your Account Admin has enabled Task-Driven Comments, you must upload a comment to the job appointment in order to clock out.

  1. Tap the Leave a comment - Fix this issue > box.
    ST-Release_5.2-TaskDriven-Leave+Comment.png
  2. Follow the normal steps to add a comment.
  3. green checkmark will now appear next to this task, indicating completion.

Find and Record a Deficiency

If your Account Admin has enabled Task-Driven Deficiencies, you will be asked if you found any deficiencies on your appointment, and if you did, you will be asked to upload a deficiency to the job appointment in order to clock out. If you did not find any deficiencies, you can select No deficiencies to report and continue clocking out as usual.

  1. Tap the Find & record deficiencies - Fix this issue > box.
    ST-Release_5.2-TaskDriven-Deficiency.png
  2. On the bottom sheet that appears, tap Yes or No, depending on if you found any deficiencies during this appointment.

  3. green checkmark will now appear next to this task, indicating completion.

Clock-Out "Incomplete Reason" Workflow

Clocking Out with "Incomplete Reason" Workflow set to Enabled

When "Incomplete Reason" Workflow is enabled in your account, and a technician is clocking out from a job appointment and does not mark a service or services as complete on the Clock Out page, they are now presented with a list of reasons to select from. You can read more about how to enable this setting for your account.

    1. If you are already clocked in On-Site on a Job Appointment on the Mobile App, go to the bottom of the page and tap the Clock Out button.
    2. Check to mark any service or services complete and tap Next.
      • The next menu will only appear if you have left one or more services marked incomplete.
    3. The next menu will ask, 'Why couldn't you complete the remaining services?' and will present you with the following options, and you will need to tap one to proceed :
      • Need Additional Work
      • Waiting on Parts
      • Access Issue
      • Need Customer Approval
      • Other


    4. Depending on which clock-out reason the technician selects, it will either automatically generate a technician comment on the corresponding appointment, or the technician will be asked to write a description (optional). The chart below breaks down what comment will be created.
    5. Once the clock-out reason is selected, the next menu will ask you if you would like to move this appointment to the "Completed" section. This is helpful in instances where you would want to remove an incomplete appointment from your schedule.
    6. Tap Finish Clock Out when done.
Clock Out Reason Technician Comment
Needs Additional Work

Enter a Custom Technician Description (Optional)

  • The technician is presented with a description text entry field where they can write in further detail.
Waiting on Parts "Work cannot continue without needed parts."
Access Issue

Enter a Custom Technician Description (Optional)

  • The technician is presented with a description text entry field where they can write in further detail.
Needs Customer Approval "Awaiting customer approval."
Other

Enter a Custom Technician Description (Optional)

  • The technician is presented with a description text entry field where they can write in further detail.

 

Clocking Out with "Incomplete Reason" Workflow set to Disabled

  1. To clock out, tap the Clock Out button.
  2. 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.
  3. Toggle Yes or No whether you want to move this appointment to the "Completed" section or not.
  4. Tap Finish Clocking Out

    Clock_IN_Clock_Out.gif

 

Type of Clock Events

There are three separate clock event types available to Technicians. This includes: On Site, En Route, and Job Preparation, and On-Break.

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. 

OnBreak-GIF.gif

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.

Clock_History.gif

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.
Poor_Connectivity_Clock_Event.png
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.

 

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