Recording Labor and Completing the Task

An important step in managing a work order or task is to properly record labor and notes within a task. This information can be entered directly into the task window if the repair personnel have access to a computer. A secretary can enter time after the job is completed if the technician records his time on a printed work order. Review the Printing Tasks and Work Orders section for details on hard copy work order options.

Entering Time

The amount of time and a description of the project should be recorded within the Time tab of the task as shown below:

The Date will default to today’s date. This date should reflect the date the work was performed.

Enter the amount of Time spent on the job. The Time can be derived from the task timer. This timer is located at the bottom of the task dialog as show below:

The stop button image\ebx_-1089390552.gif will copy the Elapsed Time to the Time entry within Time tab. The pause button image\ebx_-213924253.gif will cause the timer to pause until the play button image\ebx_-2027797435.gif is clicked. Use the directional arrows image\ebx_2041682875.gif to add or reduce minutes within the timer. The task timer starts when a task is opened with the exception of tasks with a base type of Phone. Review the Creating Task Types and Defaults section for more details on the phone type.

The Actual Time value is derived from the total of the Time column.

The Actual Time value within the time tab of a task may affect the Billable Time which may adjust values on the billing invoice. Review the Time and Material tasks vs. Contract Tasks section for more details on how the Billable Time is affected by the Actual Time.

Completing a task

A task is marked completed by enabling the Completed option within the Timecard tab as shown below:

The completed option affects the status of the task. Review the Task Status Settings section for more details on task status options.

The completed switch is frequently enabled by the technician or the secretary that is entering the technicians’ time. A separate approval step is recommended if a manager reviews the total time spent on a task before the billing occurs. Review the Approving Tasks section for more details.