Telephone Timesheets User Guide
Table of Contents
Telephone Timesheets User Guide
Overview
Employee Instructions
Clock In By App
Viewing Bulletin Board
Submitting Checkpoints
Submitting In-Shift Reports
Viewing Hours Worked
Clock In By Phone Call
Clock In By Timeclock Station
Administrative Portal
Rocket Menu
Analytics Dashboards
Adding a New Dashboard
Editing and Renaming A Dashboard
Deleting and Restoring A Dashboard
Reset A Dashboard
Managing Dashboard Cards
Health Center
Call Center Agent Menu
People
Employees
Adding Employees
Editing Employees
Active/Inactive Employee Status
Deleting Employees
GPS Location Tracking
GPS Tracking and Job Sites
Merging Two Employee Records
Transferring Phone Numbers
Linking Files To Employee Records
Supervisors
Adding Supervisors
Editing Supervisors
Deleting Supervisors
Clients
Adding Clients
Editing Clients
Deleting Clients
Vendors
Adding Vendors
Editing Vendors
Deleting Vendors
Contacts
Adding Contacts
Editing Contacts
Deleting Contacts
Work
Jobs
Adding Jobs
Editing Jobs
Active/Inactive Job Status
Using Time Budgets
Adjusting Hours Based On Budgets
Adding Dispatcher Checkpoints To Jobs
Deleting Jobs
Breaks
Enable Breaks By Calls & Texts
Employee Reminder: Start Break
Employee Reminder: End Break
Break Violations Reporting
Employee Break Confirmations
Employee Warning: Short Break
Job Sites
Tours
Adding a tour
Repeating Checkpoints
Hourly Tours
Daily Tours
Shift-Time Tours
Editing a Tour
Deleting a Tour
Notifications
Adding Notification Profiles
Editing Notification Profiles
Linking Jobs To Notification Profiles
Pausing & Disabling Notifications
Deleting Notification Profiles
Stations
Adding Stations
Editing Stations
Deleting Stations
On-Site Station Setup
Action Points
Adding Action Points
Editing Action Points
Deleting Action Points
Scheduling
Job Schedules
Adding Schedules
Editing Schedules
Multi-Day Jobs
Deleting Schedules
Allow Employees To Retrieve Their Schedule
Shift Calendar
Editing An Individual Shift
Shift Grid
Time Off
Operations
Time Entries
Adding Time Entries
Editing Time Entries
Deleting Time Entries
Click -to-Call From Time Entry
Troubleshooting Time Entries
Employee Shift Reports
Business Insight Reports
Report Types
Adding Reports
Editing Reports
Deleting Reports
Running Reports
Comm Log
Analytics / Health
Announcements
Adding Announcements
Editing Announcements
Deleting Announcements
Trouble Tickets
Adding Tickets
Editing Tickets
Deleting Tickets
Viewing Tickets
Integrations
ADP
Setup Integration
QuickBooks
QuickBooks Online
Setup Integration
Importing Employees
Viewing Import Logs
Importing Customers & Service Items
Associating Customers & Service Items To Jobs
Exporting Time Entries
Delete QuickBooks Online Integration
QuickBooks Desktop
Setup Integration
Importing Employee Data
Uploading QuickBooks Data Into Telephone Timesheets
Entering QuickBooks Payroll Items In Telephone Timesheets
Associating Customers & Service Items To Jobs
Importing Time Entries Into QuickBooks Desktop
Delete QuickBooks Desktop Integration
When To Work
One-Time Setup Instructions
Admin
Settings
General
Phone Clock-in: Choosing By Job Code
Phone Clock-in: Choosing By Job Name
Portal Preferences
Employee Onboarding
Employee Surveys
Archived Files
Work Orders*
Company Profile
Employee Application
Employee Scoring
Inbound Call Blocking
Call Center
Inbound Call Center
Data / Analytics*
Change Password
Billing
Close Account
Bill / Pay Rates
Bill/Pay Rates Hierarchy
Audit Log
Two-way Voice Communication System
Two-way Text Communication System
Frequently Asked Questions
Password Reset
Getting Support
Privacy Policy
Download as PDF
Editing Clients
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