Procedures

1:04

Time Bill Against a Service Call

Tracking your time is easy with these options – available right on the form you are working on

From Task List

1. Go to View > My Tasks
2. Find the Task, Call, or Sales Opportunity you want to add time against, then click the corresponding Time Bill icon
   • A new Time Bill record will open in read-only mode, with pre-filled details including the User, Start Date, and Start Time
   • Notice the End Date / Time is blank
     • • The Time Bill remains open and running
       • Displays at top of your My Task list

      

3. Stop the Time Bill record by doing one of the following:
   • Click the associated Time Bill icon in the Task grid
   • Open record, put it in Edit mode, and enter the End Date/  Time value, then click Save
   • On your My Task list, click the next item for which you wish to start time.  The system simultaneously ends the current running Time Bill by pre-filling its End Date / Time and starts a new Time Bill

From a Service Call

1. Open the Call record
2. Click the Time Bill icon
   • A new Time Bill record opens in read-only mode with pre-filled details including the User, Start Date, and Start Time
   • Notice the End Date / Time is blank
     • • The Time Bill remains open and running
       • Displays at the top of your My Task list

      

3. Stop the Time Bill record in one of two ways:
   • On the Time Bill record, click the Time Bill icon
   • Open record, put it in Edit mode, and enter the End Date / Time value, then click Save

From the Resource Console

1. Go to Projects > Resource Console.  A scheduled Call is visible on the Resource Console as a bar
2. Click the Time Bill icon on the left of the bar representing the Call
3. To stop the Time Bill on the same bar, click the Time Bill icon again