Edit technician timesheets

Overview

You can edit technician timesheets from the office, allowing you to make corrections and changes. For example, if a technician forgets to tap Arrive at a job, you can manually edit their timesheet to properly account for job hours.

Things to know

• You can edit, delete, or add timesheet entries for any job, regardless of job status. You can even edit timesheets for jobs in progress.

• You can also edit non-job timesheet entries. Non-job timesheet entries are hours for non-job events, meal breaks, or any other timesheet events outside of job hours.

• Use timesheet codes to set whether non-job timesheet events are paid or unpaid.

• If two non-job timesheet events are set at the same time, one paid and the other unpaid, the paid event takes precedence and the technician is paid for the overlapping time.

• The View employee time tracking and edit page permission is required to use this feature. Please contact the account administrator on your team.
  

Edit job timesheets

Understand job hours

Job hours are technician work hours logged for a specific job. Job hours are listed in the Timesheets section of the job record.

Job hours include:

• Dispatched hours: Time from when the technician is dispatched on a job until they arrive.

• Working hours: Time from job arrival until they close out the appointment or complete the job.

  Note: You can set how to pay for dispatch time on a technician’s first job of the day by editing their First Drive Settings.

Edit a job timesheet

1. Search for and open the job whose timesheet you want to edit.

2. In the Timesheets section of the job record, click View Timesheets. The job timesheet opens.

3. You can take the following actions:

   1. Click Delete to delete a timesheet event.

   2. Click Add New Record to create a new timesheet event.

   3. Click Edit to change an existing timesheet event.
      

4. When you add or edit a timesheet event, the Edit pop-up opens. Edit the fields as needed:

   1. If this is a new event, click the Technician dropdown to select a technician.

   2. Use the calendar and time fields to edit the date and time for Dispatched On, Arrived On, Canceled On, and Done On. The date will autofill with today's date.
      

      Note: If the appointment is canceled, leave the Done On fields empty. If the appointment is complete, leave the Canceled On fields empty.

   3. Click the Appointment dropdown and select the job appointment you want to assign the event to.

5. When you’re finished, click Update.

Edit non-job timesheets

Understand non-job timesheet events

When a technician is clocked in but they are neither dispatched to or working on a job, their hours are tracked as non-job timesheet events.

Each event is assigned a timesheet code that determines the event type and whether the logged hours are paid or unpaid.

Edit a non-job timesheet

1. Go to the navigation bar and click Dispatch .

2. Click the technician whose timesheet you want to edit and select Edit Timesheets.
   An editable timesheet for the technician opens.

3. Use the From and To calendar fields to set a range of dates to filter for non-job timesheet events.
   

   Note: Click the Technician dropdown to select a different technician.

4. From the timesheet you can take the following actions:

   1. Click Delete to remove a timesheet event.

   2. Click Edit to change an existing timesheet event.

   3. Click Add to create a new timesheet event.
      

      Note: Click Inactive Timesheets to view previously deleted timesheet events.

5. When you add or edit a timesheet event, edit the fields as needed:

   1. Click the Type dropdown and select the timesheet event type.
      

   2. The Timesheet will automatically add default Start and End times for the timesheet event, but you can use the calendar and time fields to set the dates and times for the Start and End of the timesheet event if you need to make changes.
      

   3. Use the Memo field to add any additional information about the event.

   4. When you’re finished, click Save for the edited event.
      

Want to learn more?

• Visit ServiceTitan Academy and enroll in Payroll Adjustments