When Creating and Managing Service Timecard Templates you are asked to select which data source columns you would like to populate on your exports.
This article provides field names, definitions, and the relevant accounting system (if applicable) for these data sources.
Below is an example image of a Service Timecard template's selected data source columns.
Note: Any additional data sources you may see are likely custom Additional Rows that can be added or removed in your Service Timecard Settings.
Standard Field Names and Definitions
| Field Name | Field Definitions |
| Job Number | The ServiceTrade Job Number. |
| Technician ID | The Technician's User ID. |
| Technician Name | The Technician User's First and Last Name. Format: Technician’s middle initial must be included in the first name field of User in ServiceTrade. |
| Job Type | The relevant Job's ServiceTrade Job Type. |
| Item Code | The relevant Item's ServiceTrade Item Code. |
| Technician Email | The Technician User's ServiceTrade email address. |
| Company ID | The ServiceTrade Company ID of the Company assigned to the User. |
| Location | The Location Name of the relevant Job. |
| Company Name | The Company Name of the relevant Job. |
| Technicians Office | The ServiceTrade Office that assigned to the User. |
| Date |
This is a date field. Format: MM/DD/YYYY |
| BLANK 1 | This is a custom template flex field or column placeholder. It is used for templates that require a header but have optional or no data required for populating the column. |
| Total | This is the total time accumulated from clock events. |
| Action By | The logged-in User who submitted the timecard. Currently is only useable for "Grouped" clock events templates, and default templates (default labor, clock, and expenses.) |
| Timecard ID |
This is a machine code for a timecard created by the tech. Note: This is a rarely used field and is usually not required for any imports. |
| Quantity | The value of the Job entry. By default, this is already available under one of the date columns. This field lets someone have this same field under a different column header. |
| Used on Date |
The date the labor item was applied. Format: MM/DD/YYYY |
| BLANK 2 | This is a custom template flex field or column placeholder. It is used for templates that require a header but have optional or no data required for populating the column. |
| Begin Date |
The start of the Timecard week. The Begin Date is for the starting payroll week of the submitted timesheet. Example: If the User has a start day of Tuesday it would be 08/16/2022. |
| Job External ID | The external ID of the ServiceTrade Job. |
| Location Company ID | The ServiceTrade Company ID. |
| Location ID |
The ServiceTrade Location ID. |
| Technician External ID | The Tech User's External ID. |
| Service Line Name | The Service Line name of the Job Item (Labor Item) *not applicable for Expenses or Clock Events |
| Service Line Abbr. | The Service Line abbreviation of the Job Item (Labor Item) *not applicable for Expenses or Clock Events |
| Job Item Cost | The cost of the job item on the relevant job. Likely only applies to Job Items. |
Accounting System Field Names and Definitions
Some data sources are accounting system specific. This section will define these data sources.
| Field Name | Accounting System | Field Definitions |
| !TIMEACT | QuickBooks Desktop | Populates with "Timeact" |
| XFERTOPAYROLL | QuickBooks Desktop | It populates a hardcoded placeholder of "N". |
| BILLINGSTATUS | QuickBooks Desktop | It populates a hardcoded placeholder of "0". |
| EMP | QuickBooks Desktop |
Displays the employee's name as "Last, First" |
| Item | QuickBooks Desktop |
It populates the template output with a hardcoded value of "Labor." This fills the “Service Item” column in the QuickBooks Desktop weekly timesheet. |
| JOB 1 (Company : Location) | QuickBooks Desktop | Displays the "Company:Location" |
| JOB 2 (Company : Job) | QuickBooks Desktop |
Displays the "Company:Job" (where job=job type jobnumber) |
| JOB 3 (Company : Location : Job) | QuickBooks Desktop |
Displays the "Company:Location:Job" (where job=job type jobnumber) |
| Wage Type |
Will automatically be the wage_type set from the User Settings of Service Timecard. Note: This field is required for some accounting system exports. ServiceTrade provides Hourly and Salary options. |
Wage Type Field Name
Wage Type
Will automatically be the wage_type set from the User Settings of Service Timecard.
Note: This field is required for some accounting system exports. ServiceTrade provides Hourly and Salary options.
Comments
0 comments
Please sign in to leave a comment.