Tradify provides the ability to log time and labour to Jobs via the use of Timesheet Entries. There are three ways to go about logging your Timesheet Entries in Tradify.
The first and most commonly used is the Job Timer feature, followed by using the Timesheet feature within a Job, and then lastly by using the Timesheet feature within the Timesheets tab. This article will cover off all three of these scenarios.
Creating a Timesheet Entry via the Job Timer
To enter a Timesheet Entry via the Job Timer, open the relevant Job and then select the "Start Timer" button (top right-hand corner). Using the fields provided, enter the relevant details and click "Start". Once you're ready to complete the session, click the "Stop Timer" button, or select "Pause Timer", to place on hold.
Note: The fields listed below will be available to edit when clicking "Start Timer".
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.
Task – Use to assign your Timesheet Entry to a Task.
Note: for more information on Tasks, please see here.
Notes – a description of the work carried out. - This field is optional.
Creating a Timesheet Entry within a Job
To enter a Timesheet Entry within a Job, open the relevant Job and head over to the Time tab, then select "New Timesheet Entry". Using the fields provided, enter the relevant details and click "Save".
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.
Creating Timesheet Entries within the Timesheets tab
To enter a Timesheet Entry within the Timesheets tab, navigate to Timesheets, select the Staff Member icon you wish to enter the Timesheet Entry for and then click the + icon to create the entry.
Note: The fields listed below will be available to edit when adding the timesheet entry.
Date – The date of which the work was carried out.
Hours – The number of hours used.
Minutes – The number of minutes used.
Job - Use this field to select the Job the entry is for.
Note: If you do not assign the entry to a Job, Tradify will assume the entry to be non-billable. For more information on non-billable timesheet entries, please see here.
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.