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

Created by Kenneth Abad, Modified on Thu, 3 Apr at 3:57 PM by Kenneth Abad

Our geofenced clock in/out system will ensure that you are onsite and update your client automatically that you are getting the job done. Once you clock out, your status will tell the client that you are done, need to submit a quote, or that you'll be back to complete another day.

Table of Contents

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

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 that you are onsite 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'.

Phone IVR

Step 1: Call +1(844) 910-2765 for the Umbrava IVR.

Step 2: Enter your Vendor ID and hit #.

Vendor ID can be found at the top of your company profile and in the Work Order PDF.

Step 3: Enter your IVR PIN and press #

IVR PIN is found at the top of your Work Order Details and Work Order PDF.

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

Our geofenced clock in/out system will ensure that you are onsite and update your client automatically that you are getting the job done. Once you clock out, your status will tell the client that you are done, need to submit a quote, or that you'll be back to complete another day.

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 that you are onsite and click 'Clock In'.

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.

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'.

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.

Phone IVR

Step 1: Call +1(844) 910-2765 for the Umbrava IVR.

Step 2: Enter your Vendor ID and hit #.

Step 3: Enter your IVR PIN and press #

Step 4a: Enter the number of technicians clocking in.

Step 4b: Enter the your Clock Out reason to Clock Out.