Time Sheets

Time Sheets

Time spent working on an appointment can be logged using Time Sheets. Time sheet entries can be recorded by the field technician from the FSM mobile app. Time sheets can be also be recorded from the FSM web app.

Create Time Sheets 

  1. Log in to Zoho FSM mobile app.
  2. From the Home screen or the All Service Appointments List View screen, select the appointment you want to add the time sheets to.
  3. Click the Start Timer icon [] under Time Sheet Entry.

  4. In the New Time Sheet screen, add the necessary details and click Save.

    If you start a time sheet entry without starting the work, the status of the appointment will automatically get updated.

  5. Click the Stop Timer icon [] under Time Sheet Entry.

    You can also stop the timer for an entry from the Time Sheets tab. Total hours spent so far on the appointment will be displayed. Multiple time sheet entries can be added to an appointment.

You can also create a time sheet from the Time Sheets tab. To do so:
  1. Select the Time Sheets tab and click the add [+].

  2. In the New Time Sheet screen, add the necessary details and click Save.

Time Sheet can also be added from the FSM web app.

A user can only initiate a single timesheet at a time. If the user attempts to start a timesheet while another is in progress, an error message will be displayed, as shown in the below screenshot. Clicking on GO TO AP-XX will take the user to the appointment whose timesheet is in progress. Once that timesheet is stopped, a new one can be initiated.

View Time Sheets 

You can view all the time sheet entries for an appointment by clicking View Time Sheet under Time Sheet Entry.

All the time sheet entries for the appointment will be under the Time Sheets tab. When more than one field technicians are assigned to an appointment, the time sheet entries will be under two tabs. Under My Entries, all entries made by the logged in Technician are displayed. Under All Entries, entries made by all the Technicians assigned to the appointment are displayed. The entries will be grouped by the technician name.

When only a single field technician is assigned to the appointment, then the time sheet entries will be displayed as shown below:

You can view the Time Sheet entries in the web app by selecting the Time Sheet tab in the Service Appointment overlay.

You can also view the Time Sheet entries under the Working Hours section of the Service Report. Select the Service Report tab in the Service Appointment overlay and scroll down to Working Hours.

The Time Sheet entries can also be viewed under the Working Hours section of the Service Report in the mobile app.

Edit Time Sheets

You can edit or delete time sheet entries. From under the Time Sheets tab of an appointment, click the More Options icon [ ] and select the desired option.
You can also edit or delete the time sheet entries from the web app.

Time Sheet Reports

The consolidated details of the time sheet entries of all the field technicians can be viewed in the Time Sheet Report

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