Create a Timesheet Entry within a Job

Who can use this?

Platform: Web        Plan: Pro | Plus        Staff Permission: Job & Timesheets

To track a timesheet entry within a Job:

  1. Open the relevant Job.
  2. Head to the Time tab.
  3. Select New Timesheet Entry.
  4. Ente the necessary details, including the date, starting/finishing time and a note if needed.
  5. Select OK.
Note: The fields listed below will be available to edit when adding the timesheet entry.

Staff Member – The staff member this entry is for.

Note: This field defaults to the current user. If you'd like to change it, simply click on the Staff Member icon.

Date – The date of which the work was carried out.

Hours – The number of hours used.

Minutes – The number of minutes used.

Task – Use to assign your Timesheet Entry to a Task.

Note: for more information on Tasks, please see here.

Billing Rate – This is the hourly rate that Tradify will use to charge your customer. This defaults to the Staff Members default billing rate, but you can change it by using the drop-down button. For more information on Billing Rates, please see here.

Important Note: The Hourly Cost is taken from the Staff Members profile, not the Billing rate. This is so the system can accurately calculate the cost of each employees time.

Notes – a description of the work carried out. - This field is optional.

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