The Service Manager helps businesses manage and streamline their service operations. It typically allows organisations to handle customer requests, track service delivery, manage incidents or issues, assign tasks, and monitor performance. In BOS Enterprise, the Service Manager can also be used in sales to record and follow up on prospective customers.
Timekeeping can be tracked for Service Manager Tickets. This allows organisations to monitor how much time their staff spend solving service-related queries or following up on prospective customers.
This tutorial explains how to use Timekeeping from the Service Manager.
Navigation: Main Menu > Workflow > Service Manager.
Table of Contents
Navigate to a list of Service Manager tickets.
Right-click the applicable ticket and select Edit from the context menu or double-click to open.
Click Start (button) on the top row.
Confirm that you want to start Timekeeping.
Click Actions (button) and select a Response from the dropdown list.
If this is your last task for the ticket, check the checkbox on the response next to Stop Timekeeping.
Click Save (button).
Note: If you click Save (button) and you have not checked Stop Timekeeping, you will be asked: Stop Timekeeping? Click Yes (button) if you are finished. Click Cancel (button) to continue working on the ticket.
ℹ️ You can also stop Timekeeping from a Response (see above).
Navigate to a list of Service Manager tickets.
Right-click the applicable ticket and select Edit from the context menu.
Click Stop (button).
Confirm that you want to Stop Timekeeping by clicking Yes (button).
Navigate to a list of Service Manager tickets.
Click Menu (button) > Show Timekeeping Hr/s to toggle showing the hours. (If checked, the hours will be shown).
Click View (button).
Note: The timekeeping hours are displayed in the TK Hr/s column. If the column is not displayed, add it using the Field Chooser (*).
Navigate to a list of Service Manager tickets.
Right-click the applicable ticket and select Open Timekeeping from the context menu.
You will be transferred to the Timekeeping Module and the view will be filtered to only show timekeeping entries for the ticket you clicked on.