Mobile time EntryMobile Time Entry

The clock icon on the Quick Links bar is used to track time worked on the work order. Besides tracking time, work order time can be used to bill customers for time and material jobs. It can also be used for syncing time to QuickBooks for payroll calculations. [ Read More ]

Clock In

  1. Tap the Clock icon in the Quick Links Bar
  2. Tap the purple Check In button
    • If your company uses the Time Clock on the dashboard to track payroll time, you may be required to make a time entry there before tracking time on the work order. A warning window will prompt you if you have not yet logged in.
  3. Next, you will be prompted to choose a Labor Phase. Labor phases help track the kind of work you are doing. So, if you are doing Warranty Service, pick that. Or if you are completing PreWire tasks, choose that option.
    • Keep in mind that your system administrator sets up the labor phases used in iPoint. You will have access to whatever phase they have entered.
  4. The Clock In button will turn green and change to say Clock Out. Additionally, you will see the Time and Labor Phase of your check-in.
  5. Additionally, you will notice that the work order status has been changed to show that you are working, along with the time you checked in, and the time clock button in the Quick Links Bar has turned green.

Check Out Phase & NoteCheck Out Phase & Note

Clock Out

To finish working on a work order, or to temporarily check out for a lunch break or to work on another job, follow these simple steps.

  1. Tap the Clock icon in the Quick Links Bar
  2. Tap the green Check Out button
  3. A default check-out status will be displayed. If the status is something other than what is displayed, tap it to choose a different status.
    • Statuses are defined by your system administrator and can send notifications to various team members to follow-up on this work order.
  4. Enter a check-out note. Your system administrator can make this an optional or required field. But either way, know that the note you enter here may be included on a customer invoice. So be sure to use nice words. (And yes, the billing staff can edit these notes to correct spelling errors if needed.)
  5. Tap the green Continue button.
  6. The status you chose is now visible as the Work Order status, and any notifications have been sent to the appropriate office recipient.
  7. The Time on Site section of the work order has also been updated. [ Read More ]

Note: Time entry requires the use of your phone’s location to capture GPS data for time clock entries. Please allow location access when using iPoint.

Work Order Manual Time EntryWork Order Manual Time Entry

Manual Entry

There may be times when you have limited internet access and are unable to connect to the iPoint server. Or maybe you forgot to log your time. For those situations, you can also choose to log your time manually.

  1. Tap the Clock icon on the Quick Links bar
  2. Tar the Manual Entry button
  3. Choose your user name from the first dropdown
  4. Choose a labor phase in the 2nd dropdown
  5. Enter a note in the Memo field by tapping to activate your mobile keyboard
  6. Choose an amount of time by tapping a button. This will add a specific amount of time to today.
  7. OR choose the Custom button to open a more detailed entry method.

Manual Time EntryManual Time Entry

Option 1: Choose a Start & End Date and Time

  1. Tap the Start Date field to select the date you started working
  2. Tap the Start Time field and enter the time. You can scroll to pick a time or manually enter a time
  3. Tap the End Date field and, you guessed it, pick the end date
  4. Tap the End Time field and enter the time
  5. Tap the Save Option 1 button

Option 2: Enter specific duration in Minutes

  1. Tap the Enter Duration field to access the mobile number pad
  2. Type the number of minutes you worked
  3. Tap the Save Option 2 button
    This will save the time for today (note that you did not specify a date). So if you entered 120 you would be tracking two hours of time completed today.

Switch Labor

Sometimes you may perform a variety of labor phases while on the job. To simplify the switch between labor phases, you’ll see a Switch Labor button when you tap the Clock in the Quick Links Bar. When you tap the button, iPoint will automatically clock you out of your first labor phase and reclock you in using the second labor phase.

This button is only visible while you are clocked in to the work order.

  1. Tap the Clock icon in the Quick Links Bar
  2. Tap on the green Switch Labor button
  3. Choose the new labor phase
  4. Viola! The new phase has been assigned.

You could just as easily clock out, choose a status, and enter a note before clocking in again with the new labor phase. But this button just works more quickly!

*Tip*: Most administrators don’t want you to change labor phases every time you touch a different product with a different phase. iPoint tracks labor phases to generally make sure that sales staff are selling enough of the right types of labor on jobs. So as a general rule, choose a labor phase for the first part of your work. Then after you clock out for a lunch break or some other job break, clock back in using the new labor phase.

Labor Phase

The third item on the Clock tab is the labor phase. This displays the current labor phase of the work order and will automatically update as you clock in, clock out, our change labor phases.

Work Order NotificationWork Order Notification

Notify Technician

The Notify Technician will send an email or text (depending on how the technician is setup) detailing the basic information of the work order. Details in the notification are:

  • Name of Work Order – the name of the work order is customizable in Settings > Module Settings > Work Orders > WO Naming.
  • Start Time – the date and time when the work is scheduled to begin
  • Description – the work order description as defined by the scheduler
  • Task Count – the number of tasks to be done
  • Project Name – the name of the associated Project
  • Status – the current status of the work order
  • Client – the name of the customer
  • Address – the job site address where the work is to take place
  • Main Phone – the primary phone number for the customer
  • Mobile – the customer’s cell phone number
  • Email – the customer’s email address
  • Project Manager – the name of the project manager assigned to the job
  • Custom – if your company is using the Custom fields, those will be displayed as well
Last modified: 19 May 2020

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