Overview
You can create a timesheet entry for individual employees or technicians, either by creating a new entry or copying an existing one.
Who uses this feature
Administrators
Primarily for Commercial Service and Replacement business types
Add timesheet entry for an individual
On the Timesheets screen, click Add Entry, then select For an individual.
Select whether you want to create a new timesheet or copy from an existing timesheet. Follow the steps below to create a new timesheet. See Copy from an existing timesheet for more information on copying timesheets.
In the Add Timesheet Entry window, complete the following:
Name: Select the employee from the dropdown.
Duration: Enter the duration of time spent on the activity. The Start and End times are automatically calculated based on the amount entered in this field.
Start Time: Select the start time for the activity. Not necessary if Duration is used.
End Time: Select the end time for the activity. Not necessary if Duration is used.
Note: The system automatically prefills the end time date to the same date as the start time date. Also, if a timesheet needs to span two days, two activities need to be logged.
Activity: Select which activity you want to log time against. Activities are sorted by categories.
Job #: This option is selectable if you select an activity that allows a job to be associated with it. You can search for a job by job number or address.
Note: If the job number is selected in the filter, the system automatically prefills the Job # field when you select an activity that has a job associated with it.
Project #: This option is selectable if you select an activity that allows a project to be associated with it. You can search for a project by project number or address.
Note: If you select a job, the system automatically prefills the Project # field based on whether or not a job is associated with a project.
Project Label: This option is selectable if you select an activity that allows a project label to be associated with it, and the project number selected has project labels set up.
Labor Type: This option is selectable if you select an activity that allows a labor type to be associated with it.
Tag: Select a tag related to the activity.
Memo: You can write a memo if you select an activity that allows a memo to be associated with it.
When you’re finished, click Add Entry.
Copy from an existing timesheet
If an employee performs the same sort of work over multiple days, you can copy existing timesheet entries from prior days to their timesheet. This helps save you time and reduces the amount of data entry.
On the Timesheets screen, click Add Entry.
On the Add Timesheet Entry window that opens, click Copy from Existing Timesheet.
Use the Date and Name filters to locate the timesheet entry you want to copy.
Check the box next to the timesheet entry you want to copy. Then, use the Date and Name filters to choose the timesheet you want to copy the selected timesheet to.
When you’re finished, click Continue.
On the Edit Timesheet Entries screen that opens, make any necessary changes to the timesheet, if needed. Then click Continue.
On the Review screen that opens, review the timesheet details. If there are any errors, you can fix them on this screen.
When finished, click Add Entry.
On the Confirm timesheet updates window that opens, review the summary of your changes. If all looks good, click Confirm.
Want to learn more?
Visit ServiceTitan Academy to enroll in Flexible Timekeeping Payroll Settings