Setting up Time Tracking and Billing Preferences in Tickets - Online Help | Zoho Desk

Setting up Time Tracking and Billing Preferences in Tickets

In a customer service time is directly linked to both cost and customer satisfaction.
For admins managing support teams, Time Tracking is a strategic tool that provides visibility into the time and effort invested by an agent in resolving customer issues. The faster a ticket is resolved, the greater the customer satisfaction and lower the cost, adding on to better efficiency.

A structured time tracking provides transparency in several key areas:
  1. It enables admins to analyze agent productivity by tracking the time spent from when a ticket is opened, through analysis, to resolution. This visibility also helps in balancing workloads, identifying bottlenecks in a ticket journey, and setting realistic expectations.
  2. It ensures accurate and transparent billing to generate invoices for the cost of service delivery.
  3. The built-in dashboards offer insights for making data-driven decisions in forecasting, budgeting, and to optimize support operations.
Consider a firm that provides third-party customer service to multiple clients across industries like e-commerce, logistics, and software solutions. Each client has a dedicated support team.

With structured time tracking, admins can see how much time each team member spends resolving tickets. This data offers valuable insights into the complexity of tickets, helps in optimizing resource allocation, and provides accurate records to support billing and invoicing.

How is time calculated? 

The timer is a simple stopwatch on the top of the page that keeps track of the amount of time you spend working on a ticket or an activity. You can press pause and start to pause and resume the timer as needed. When you click pause, the accumulated time is held for you. You can restart the timer to pick up where you left off, or you can apply the accumulated time to your timesheet. There is also a refresh button to reset the timer, allowing you to start the timer over.


Notes
Note:
  1. Timer displays accumulated time in the HH:MM:SS format, starting at the one-second mark.
  2. You can run timers on multiple tickets at the same time.

Time tracking in tickets

There are two types of time tracking that the admins can set up:

Manual time tracking

In manual time tracking, the agents have to start and stop the timer from the ticket detail page manually while they are working on a ticket.
This mode of time tracking is useful when the agent is:
  1. Working on tickets that have dependencies with other teams or customer inputs and the agent has to pause and resume the work at several stages.
  2. Switching between multiple tickets.
For example, a customer raises a ticket regarding an inconsistency in the invoice they received. While attending to the ticket, the agent starts the timer and reaches out to the finance team for further clarification, during which they put the timer on pause and resume it after receiving a response, while attending to other tickets in the meantime.

When the agent receives a response from the finance team and starts resolving this ticket, the agent can manually resume the timer to ensure accurate time tracking.

Automatic time tracking

In automatic ticket tracking, time is logged automatically whenever an agent performs a predefined action, such as replying to a ticket, adding a comment, or updating the resolution.

While enabling automatic tracking, admins can customize the tracking further by defining the specific actions when the time must be tracked, such as when a reply is sent or the status is changed, and not when a comment is added or the ticket is shared.

Automatic ticket tracking settings for actions to be timed:
The admin can either select all actions or specific actions within the timer should start. This helps to customize and predefine actions to be timed.

Sl. No

Agent activity

Action tracked

Note

1.

Reply

Time spent replying, replying all, or forwarding a ticket.

This action is selected as default and is mandatory.

2.

Draft a reply

Time spent to draft a ticket reply.

Agent must select "Save Draft" to mark the timer.

3.

Field update

Time spent updating a ticket field without editing the ticket. 

 

4.

Approval

Time spent to create, edit, or delete approval.

 

5.

Comment

Time spent to add or edit a comment.

Applicable for both public and private comments.

6.

Attachment

Time spent to add or remove attachment files.

 

7.

Resolution

Time spent to add, edit, or delete resolution.

 

8.

Remote assistance

Time spent assisting a customer via a remote session.

Requires Zoho Assist add-on


NotesNote: Automatic time tracking does not apply for replies and updates done via workflow automation and AI Agents. If required, agents can manually select the time and price for billing purposes.

Other configurations under automatic time tracking

1. Pause the timer when agents stay idle for 30 seconds
When the agent is idle for 30 seconds, the timer pauses. When the agent resumes the work, the timer starts automatically. This option allows the admin to capture the accurate active time the agent spends on resolving the ticket. Keeping a fair metric while maintaining transparency in billing.
For example, if an agent is working on a ticket but gets pulled into a meeting and forgets to close the tab, the time spent in the meeting gets inaccurately recorded as ticket resolution time.

2. Hide the timer for agents
This option hides the timer from the ticket detail page so that the agents cannot view it while it continues to track their time in the background. 
Hiding the timer can minimize distractions and reduce the pressure agents might feel watching it run. It ensures time is logged seamlessly while allowing agents to focus. Even though the timer is hidden, agents can still view time logs under the Time Entry tab, allowing transparency.

3. Agents can edit their time spent on the ticket
When agents complete predefined actions, like replying or adding a comment to a ticket, time is auto-logged. Enabling this setting gives them a 10-second window to review and submit or ignore the time tracked.
This option adds a layer of accuracy and control for agents to validate or adjust entries before the time is recorded. It’s especially helpful in cases where the timer might have over- or under-recorded the timing due to multitasking. The review window will be displayed to the agents only if the edit your time spent on tickets is enabled.
Notes
Note:
  1. By default, the manual time tracking mode is enabled.
  2. While switching from manual to automatic tracking, admins must either add or discard the active timers run by the agents on their tickets.
To access time tracking modes
  1. Navigate to Setup > Customization > Time Tracking.
To enable automatic time tracking mode
  1. Navigate to Setup > Customization > Time Tracking.
  2. On the Time Tracking page, select the department from the drop-down.
  3. Select Automatic to automatically run the timer for tickets.
  4. When you select Automatic, edit the additional settings as described above.
  5. Select the following options as needed:
    1. Pause the timer when agents stay idle for 30 seconds.
    2. Hide the timer for agents
    3. Agents can edit their time spent on a ticket
To disable time tracking
  1. Navigate to Setup > Customization > Time Tracking.
  2. On the Time Tracking page, select the department from the drop-down.
  3. Toggle Disable Time Tracking.

Time tracking in Activities

Tracking time for activities is similar to tickets. However, the admins can restrict users from running the timer on multiple activities at a time. In which case, there appears a pop-up in the upper right area of the screen that prompts you to submit the time spent on the current task, event, or call before starting the timer on the new one. 

For example in the image above, clicking YES will submit the accumulated time for the current task (displayed inside the pop-up) and start the timer on the new task.

Tracking active timers in activities

Timer can be run on multiple tickets and activities, however to accurately track the time spent users must stop the timer and submit it. The Active Timers, lists down all the running or active timers in the department.


To view active timers
  1. Click the Pending Activities icon (  ) on the bottom toolbar.
    A new window slides open on the right side of the screen.
  2. Click the My Active Timers icon (  ) at the top of the window.
    Your active timers along with their accumulated time are listed here. You can pause, stop or reset the timer corresponding to a ticket or an activity from here.

Understanding billing preference

For many businesses that charge for the customer service provided, time tracking helps them maintain transparency in billing. Admins can select a billing preference that suites their business the best. There are different types of billing preferences:

Fixed cost per agent

All agents are billed at a standard cost, irrespective of the volume or complexity of tickets they solve. This structure is best suited for businesses who have a predictable and steady flow of tickets.  

Specific cost per agent

Each agent has a different billing rate, which might be based on their expertise, experience, or skill sets. This structure is highly beneficial for business who faces different levels of complexity tickets that require specific SMEs or experience.

Specific cost per profile

Each profile, such as agent, light agent, or custom profiles, has a fixed billing rate. This is useful when the business has a large team where agents round robin or rotate with in a profile. For example, in an insurance firm the profile "Claim agents" have a fixed rate whereas "Policy advisors" have a different one. 

Fixed cost for tickets

For each resolved ticket, the billing rate is fixed, irrespective of the time or profile of the agent who resolved it. This is ideal for businesses that have a high volume of tickets with a comparatively lower rate of complexity, such as e-commerce platforms. 

Viewing billing history

Admin can view and track the billing activities from the time the preference is enabled under the billing history. This ensures that there is transparency in the billing process which can come handy while dealing with disputes. 
To view billing history
  1. Navigate to Setup > Customization > Time Tracking.
  2. On the Time Tracking page, select the department at the top of the page.
  3. Click the Billing History link at the bottom of the page.

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