Mobile App - Timekeeping

List View

ℹ️ This view displays either all the Transactions or all the Projects (Tasks) depending on the selection under Mobile App > Timekeeping Mode. The option that is active will be displayed next to the BOS Enterprise logo.

Buttons Explained

• Travel: Starts a new unlinked travel-related Timekeeping record.

• Work: Starts a new unlinked Timekeeping record.

Entries

ℹ️ Transactions are displayed if they are in an Active Status and they are assigned to one or more Users. If multiple users are assigned, the transaction will appear on all their lists until someone completes it.

ℹ️ Tasks or Projects are displayed if the User is set as the Resource for that Task.

• The entries are grouped by the following Due Dates: 

  • Earlier 

  • Today (expanded by default) 

  • Tomorrow

  • Later 

    • The number of entries is displayed in brackets next to each group header.

• Tapping a Task or Transaction opens a context menu with the following options:

  • Start Travel: Visible when the user is not currently logging time. Allows the user to start a Travel-related Timekeeping record.

  • Start Work: Visible when the user is not currently logging time. Allows the user to start a Work-related Timekeeping record.

  • View Detail: Opens any Notes or Attachments which may contain more information about the job.

  • Complete: Visible when the user is not currently logging time. Sets the selected transaction to the default Complete Status which removes it from the Transaction list. 

  • Navigate: Opens the default navigation app (e.g. Google Maps) with the Start Location (if permission was granted to access your location) and the Customer Address as the destination. 

  • Add Image:  Allows the users to take a photo and add it as an image to the Transaction or Project.

  • Add Notes: Adds notes to the Transaction or Project. These notes do not appear on the Timekeeping record.

Travel Interface

ℹ️ If a user first clicks a Transaction and selects Start from the context menu, the Customer and Reference fields should already be filled in.

Buttons Explained

• Start: Starts the Timekeeping record. A popup will ask permission to record your location.

  • Note: The record is actually started once the Travel (button) is clicked.

• Stop: Stops the Timekeeping record.

• Cancel: 

  • Cancels and deletes the Timekeeping record if it is pressed after the record was started. 

  • Cancels the update if the button is pressed when a Timekeeping record was stopped and allows the record to continue.

Filters Explained

• Customer lookup: A dropdown list of Customers for users to select one. Only appears if the Timekeeping record is unlinked and not related to a specific task.

• Reference lookup: A dropdown list of References for users to select one.

Fields Explained

• Travel Heading:

  • Odometer Start: A field to type the start odometer reading.

  • Odometer Stop: A field to type the end odometer reading.

  • Km: If the start and stop odometer readings are entered, this field will be calculated. Alternatively, users can enter the kilometres in the Km field to automatically calculate the stop-odometer reading.

• Note: A field to type a note (e.g. the reason for travelling to the Customer). This note appears on the Timekeeping record and not on the Transaction or Project.

• Sign here: Space for the Customer to sign the timekeeping record if applicable. 

  • Clear (button): Clears the signature so the Customer can start over.

Work Interface

Buttons Explained

• Start: Starts the Timekeeping record. A popup will ask permission to record your location.

  • Note: The record is actually started once Work (button) is clicked.

• Stop: Stops the Timekeeping record.

• Cancel: Cancels the Timekeeping record.

Filters Explained

• Customer lookup: A dropdown list of Customers for users to select one. Only appears if the Timekeeping record is unlinked and not related to a specific task. 

• Reference lookup: A dropdown list of References for users to select one.

Fields Explained

• Note: A field to type a note (e.g. what work the timekeeping record is for).  This note appears on the Timekeeping record and not on the Transaction or Project.

• Sign here: Space for the Customer to sign the timekeeping record if applicable.

  • Clear (button): Clears the signature so the Customer can start over.

Related Topics

• Reference: Mobile App

• Reference: Mobile App > Timekeeping

• Reference: Mobile App > Approvals

• Reference: Mobile App > Inventory

• Tutorial: Mobile App

• Tutorial: Mobile App > Timekeeping

• Tutorial: Mobile App > Approvals

• Tutorial: Mobile App > Inventory