Track Technician Time

Setup

Add Technicians

1. Go to Settings >> Shop Information >> scroll down to the Technicians section.
    
2. Add Technicians - Enter their Name and Pay Rate then click +Add Technician. 
   
3. Choose the Default Technician that will be be selected automatically when creating a document.
   

Set Labor Profit Margin Alert

1. Go to Settings >> Labor, Taxes, Markup & Fees >> scroll down to the Profitability Margins section.
   
2. Fill in a Min percentage on the Labor line, then check the Applied check box (An an alert will display if the margin is not being met.)
   

Track Time

IMPORTANT - Technician Time is tracked by Job. Be sure to group your line items into jobs when building your documents.

1. Click Select Technician at the top of a job.
   
2. Select a Technician from the list or type in the text field to Search or Add a New Technician.
   
3. Track Time:
   • Click the counter to manually enter a time.
     
   • Click the play button to start the timer.
     
   • Pause the timer.
     
   • Mark the Job as complete.
     
   • Reopen (unlock) a completed job.
     
      

View Technician Performance

1. Open the Reports tab from the side menu >> choose the Overall Shop Performance filter or look through the list of All Reports >> click Get Report on the Technician Performance report.
   
2. Select a Date Range and choose to filter by a specific Technician in the Optional Filters section.
   

3. Click one of the following:

   • Download CSV - a .csv file will be downloaded to be viewed or manipulated by your spreadsheet software.
   • Print - A .pdf file will be saved to provide an easily print-friendly layout.
     • The location of the downloaded files will be determined by your browser settings.