Definitions of Service Timecard Template Data Sources

Derek Torres
Derek Torres
  • Updated

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.

Select_your_columns.png

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.
Screen-Shot-2022-08-17-at-7-36-58-AM.png
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.
JOb_Type.png
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 - (Change as needed) 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.)
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 (change as needed) 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. 

External ID The external ID of the ServiceTrade Job.
Location Company ID The ServiceTrade Company ID.
Company_ID.png
Location ID

The ServiceTrade Location ID.

Location_ID.png

Technician External ID The Tech User's External ID.
User_Ext_ID.png

 

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 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 (Company : Location) QuickBooks Desktop Displays the "Company:Location"
JOB (Company : Job) QuickBooks Desktop

Displays the "Company: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.

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