Greg is a TimeTrak Mobile user and has an appointment booked in his calendar. When he starts travelling to the job he simply presses ‘Start Travel’ against the appointment which records his travel time to the job.
There is also a ‘Check In’ option which checks you into the job directly and does not record any travel time. (Perfect if you have two jobs for the same client on the same premises).
Within TimeTrak Professional, the Service Co-ordinator is able to tell that Greg is travelling to this job as an orange truck appears in the left hand corner of the appointment as per below:
Once Greg has arrived at the desination he simply clicks 'Arrived at Desination'. While he is recording travel time he is still able to view details about the job or the client prior to starting work.
Greg is now required to ‘Save’ his travel time entry (which he can amend if required).
If it is unusual for your mobile users to amend travel time we can automate this process so there is no need to save a ‘travel time entry’ this will be done automatically when the user clicks ‘Arrived at Destination'.
Back in TimeTrak Professional, the Service Co-ordinator can see that Greg is checked into the job as a green house appears in the top left hand corner of the appointment and we can also see that his travel time entry has been recorded.
If your company would like to record travel time but not on-charge this to your customers, this can be done by setting up a TimeTrak billable status against the travel time and default it to “No Charge” or “Write Off”.
Please note ‘travel time’ can be recorded against the same standard labour stockcode assigned to the user or a separate travel stockcode can be used and assigned against the user in the TimeTrak admin console as per below.
If for some reason Greg needs to leave the job before he has completed the work, for example, he is going to have lunch he can ‘Suspend’ the job.
He will still be required to enter his time entry for the time he was onsite.
An appointment for the remaining time will automatically be created, in this case originally it was a two hour appointment, 15 minutes for travel time, and 30 minutes for work completed an appointment for the remaining 1.25 hours work has been created automatically.
When Greg is able to complete the work he can simply checks back in to the job, completes the work and enters his time entry.
On the most recent version of TimeTrak, we now have the option to ‘Start Travelling Home’ to capture the travel time returning home from a job. This option is only visible when you have checked into your last appointment of the day.
When you have arrived home, simply click the ‘Arrived Home’ button and complete your final travel time entry.
This now shows in TimeTrak Professional as per below with two ‘travel’ time entries as well as two labour time entry’s since we suspended the work while Greg went to lunch:
If you have any further questions please contact the Exosoft team: