How-To: Clock In/Out of your Work Order

Created by Kenneth Abad, Modified on Wed, 2 Oct at 8:50 AM by Kenneth Abad

Clocking in and out of a Work Order lets your client know that you are onsite, need to provide a quote, or that you are finished with the work. Keep your work up to date by clocking in and out using the steps below.

Table of Contents

Clocking In/Out on the Website
Clock In/Out on the Mobile App

Clocking In/Out on the Website

Step 1: Go into the Work Order you need to clock in to.

Step 2: Click the '+' button at the top of the Work Order and select 'Clock In'.

Step 3: Confirm details and click 'Clock In'.

Once clocked in, an entry will be created in the Clock In/Out tab. 

Clocking in updates the Work Order status to 'On-Site'.

Step 4: Once work is completed, click '+' and select the 'Clock Out' option.

Step 5: Select a Clock Out Reason and input a note for your work completed/next steps.

Clock Out Reasons automatically update your work order based on the selected reason:
1. Proposal Needed - Updates Work Order status to 'Vendor Proposal Required'.
2. Work Complete - Changes Work Order status to 'Confirm Complete'.
3. Work Incomplete - Updates the Work Order status to 'Clocked Out: In Progress'.

Step 6: Click 'Clock Out'.

Clock In/Out on the Mobile App

Step 1: Open the Work Order list on the mobile app and filter to find your Work Order.

Step 2a: Swipe the Work Order left to Clock In.

Step 2b: Open the Work Order and tap 'Clock In'.

Clocking In on the mobile app requires the phones Location Permissions.

Step 3: Fill in the Clock In information, and Clock In.

Step 4a: Clock Out from the Work Order List by swiping left on the clocked in Work Order.

Step 4b: Clock Out from inside the Work Order by tapping 'Clock Out'.

Step 5: Select a Clock Out Reason and input a note for your work completed/next steps.

Step 6: Enter the # of techs clocking out, and tap 'Clock Out' at the bottom of the screen.

Clock Out Reasons automatically update your work order based on the selected reason:
1. Proposal Needed - Updates Work Order status to 'Vendor Proposal Required'.
2. Work Complete - Changes Work Order status to 'Confirm Complete'.
3. Work Incomplete - Updates the Work Order status to 'Clocked Out: In Progress'.