When clocking out of a job, SynkedUP recognizes what workareas you were working on, and prompts you to record the items you used during that visit. It will automatically show you all the items that were estimated for those workareas, but you can also add any items from the Item Catalog.
Here's a video tutorial showing the process:
Step by Step:
Ok, so you're ready to clock out. You're on your current timesheet. The first step is to hit Clock Out, and then Review.
The next screen asks you to record the items that you used on the job today. It shows a list of all the items that were originally estimated for the job. You can use the green plus button to add items or click on the item to type in the quantity. (This is useful if you used, say, 1100 feet of weed control fabric.)
The default view shows you all the items you've used for that workarea previously, as well as today. If you only want to see the quantity for the items you used today, hit the three dots in the upper right-hand corner and select Toggle View.
If you ended up using something that had not been included in the estimate for that job, hit the blue plus button beside the Workarea name. This opens the Item Catalog, allowing you to search for and add any other item.
Once you're done adding all the items you used that day, hit Next.
Check the status of the projects. If the job is still going on leave as scheduled. If you need to pull off and the job is not done, you can change it to "Waiting on Parts". When you are completely done with the project change the status to complete.
Hit Next again. This brings you to the screen where you can add Internal Notes and/or Client Notes. You can leave notes to your team or office staff in the Internal Notes field. The Client Notes field allows you to enter a message to your customer. If you check the Send notification box, the customer will receive an email with your notes.
After you're done with the notes, hit Finish.
Let's move on to learning how to submit your timesheets at the end of the day 👉
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If you have any questions hit me up in the messaging chat box in the right corner of this screen.