Video
Instructions
To track a timesheet entry within a Job:
- Navigate to the Jobs page.
- Search for and select the Job you want to enter time on or create a new job.
- Select to the Time tab.
- Select New Timesheet Entry.
- Enter the necessary details, including the date, starting/finishing time and a note if needed.
- Select OK.
Fields Breakdown
| Field | Description |
|---|---|
| Staff Member | The staff member this entry is for. (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. (for more information on Tasks, please see here). |
| Billing Rate | This is the hourly rate that Tradify will use to charge your customer. This will default to the Staff Members set billing rate, but you can change this using the drop-down menu. For more information on Billing Rates, please see here. |
| Notes | A description of the work carried out. - This field is optional. |
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.
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