Troubleshooting How To Check a Team Member/Technician Into a Job From the Office?

Invoicing -

While Working in the Office, we might find ourselves in the position where we need to help a cleaning professional in the field get checked into their job.

FOLLOW THESE STEPS

  • Company > Invoicing & Payroll Records Report.
  • Select date and click blue UPDATE button.
  • Find Job.  (PRO TIP -- use control F to use your Find function and search for the customer's name quickly!)
  • Click Add employee to job.
Add_Employee_to_a_Job_I_J_report.png
  • Select Employee and Position.
  • Click Submit.
  • If the time needs edited, select the pencil next to their name and edit the time.

Edit_Timesheet.png

 

 

 

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