Service Titan Knowledge Base

Technician Timesheet Summary ReportLast updated on 03/22/2022


Purpose of the Technician Timesheet Summary Report:

This report generates technician timesheets.


Common uses for this report:

  • Use technician timesheets to view start and end times for each day worked, hours worked, driving time, overtime, idle time, and more.


How to find this report:

Click Reports > Search Technician Timesheet Summary > Click the report name. Then you will be able to set filters and run the report.


Report filters

Technician

Filter by technician. This report can be run by a single technician or all technicians.

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.


View or download the report

Click Build to view the report.

The report can be downloaded in three different formats:

  • Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)

  • Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)


Explanation of Report Columns

The report includes the following columns:

(Report columns)

Date

Date of the timesheet entry.

  • The Technician Timesheet Summary displays all non-job and job-related timesheet entries within the date range, regardless of job status or invoice status.

Start

Daily start time. This is the time that the technician’s workday begins.

If the first event of the day is a scheduled job, the technician’s start time will be the time of dispatch. The technician may or may not be paid for the time from dispatch to arrival at the first job of the day. This will depend on the First Drive Settings entered in the technician profile (Settings >Technicians > Payroll tab > First Drive Settings).

  • If the first event is a non-job event, it will be the start time of the event.

  • If the first event is a clock-in, it will be the clock-in time.

  • If you use clock in / clock out features: Technicians cannot use a general clock in to start accruing paid hours for the day. This ensures that technicians cannot use a general clock in to accrue paid hours in the morning, without your knowledge. There will always be a clear timesheet trail, showing when a technician’s paid hours begin.

A technician will start accruing paid hours only with one of the following actions:

  • The technician is dispatched to the first job of the day

-or-

  • The technician is scheduled for a paid non-job event as the first event of the day

-or-

  • The technician uses a paid timesheet code to clock in as the first event for the day.

First Arrival Time

Time of technician arrival to the job site. This is the time that the technician’s work day initially begins on the job site. If the technician is not paid for the time from dispatch to arrival, the First Arrival Time field will be the same as the Start field.

End

Daily end time (when paid hours end). This is the time that the technician’s workday ends. The technician’s end time is when the last job of the day is completed, paused, canceled, rescheduled for another day, or placed on hold. If the last event of the day is a paid non-job event, the technician’s end time will be the end time of the event.

  • If you use clock in / clock out features: If a technician is not clocked out, the technician will be automatically clocked out when the technician completes the last job or non-job event of the day.

Idle

Total idle time for the entire workday. Idle time is any time during the workday when the technician is not doing one of the following: a) driving to a job, b) working on a job, c) taking a meal break, or d) attending a paid or training event.

  • Configure your account so idle time is paid: By default, all new ServiceTitan accounts will be set to pay for idle time. This means all blocks of idle time will appear in the Idle column and in Hours Worked. If your account is configured so idle time is unpaid, don’t worry - this setting will not be changed.

  • Configure your account so idle time is unpaid: You can contact your success or implementation manager to configure your account so idle time is unpaid. Even if idle time is unpaid, blocks of idle time under 1 hour will be paid, in order to make sure the technician is not docked for the time it takes to dispatch to the next job.

  • If you use clock in / clock out features: Your idle time settings will determine whether or not technicians accrue paid hours when they are clocked in. If your account is setup for paid idle time, the technician will accrue paid hours with a general clock in. The technician will not be able to use a general clock in, as the first clock in of the day. If your account is setup for unpaid idle time, blocks of idle time under 1 hour will still be paid (this will include a general clock in under 1 hour). All other general clock ins will not be paid.

Driving

Total driving time for the workday. Driving time is the elapsed time from dispatch to arrival at a job site. Driving time after the first job of the day is automatically included in Hours Worked.

Job Hrs

Total job hours for the entire workday. Job hours tracks the total time the technician spent working at job sites. Job hours begin when the technician arrives at a job (when the technician taps Arrive, or when the office user marks the technician as arrived at the job). Job hours continue to accrue until the job is completed, rescheduled, paused, placed on hold, or until the technician goes on a meal break.

Meal

Total meal breaks for the entire workday. Meal breaks are tracked separately on technician timesheets. Meal breaks do not count as idle time. Meal breaks are also not included in the technician’s job hours or in Hours Worked.

Training

Total training hours. When you schedule an event and set the timesheet code as Training, hours will automatically appear in this column.

  • By default, the Training timesheet code is set as Paid. This means that hours that appear in Training will also appear in Hours Worked.

  • If you wish to have Unpaid training events, you may set up a custom timesheet code and set it as Unpaid. You can name the custom timesheet code as you wish (for example, “UPTraining”).

(Report columns continued)

Other

If an event is scheduled with the timesheet code Other, the hours will appear in the Other column.

  • Other hours are set as Paid and added to Hours Worked.

Temp Clock Out

Temporary clock out hours for the entire workday. This is the amount of time the technician temporarily clocks out of a job during the day.

  • If you use clock in / clock out features: You can track technician hours during the day. When technicians clock out of a job, they will choose a clock out reason. For more information, search the ServiceTitan KnowledgeBase for the Overview of technician clock in / clock out features article.

Hours Worked

Hours Worked is the sum of all paid hours worked by the technician. Hours Worked includes job hours, training events, driving time, blocks of idle time that were less than 1 hour, and events scheduled with a Paid timesheet code.

Regular

Regular hours. Number of hours within Hours Worked to be paid at the technician’s regular hourly rate

Overtime

Overtime hours. Number of hours within Hours Worked to be paid at one and one half the technician’s hourly rate.

  • You may set your account for California overtime.

  • How to configure - California overtime: Navigate to Settings > Business Units > Edit Business Unit. Scroll down to the Overtime field located in the Details tab. Select California from the dropdown menu, then click Save.

Double OT

Double overtime hours. Number of hours within Hours Worked to be paid at double the technician’s hourly rate.

  • You may also contact your success or implementation manager / Onboarder if you wish to disable double overtime.


Explanation of Report Totals, Disclosure, and Signatures

(Report totals)

Total Hours

The technician’s totals for the pay period (the report date range).

Calculation - Total: [Sum of column totals]

Disclosure and Signatures

These signature boxes are available should you wish to print timesheets and keep signed copies on file.

  • When printing timesheets, it is best to download the report as a PDF.

Total Pay

The technician's total pay amount for the pay period (the report date range). Total Pay calculation is only available if the technician is setup with hourly pay.

Calculation - Total: [Sum of hours worked pay]+[Sum of PTO]



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.