Mobile App: Timekeeping

Overview#

Use this module to record Timekeeping in BOS Enterprise for Travel and Work. Timekeeping can be linked to Projects (Tasks), Transactions or linked to a Customer (unlinked). When you log time against Travel, you can also record your opening and closing odometer readings, which BOS uses to calculate the kilometres travelled.

This timekeeping feature is ideal for:

• Businesses that pay their contractors or consultants an hourly rate and want to keep track of the time and costs.
• Businesses that charge for their services by the hour or by using service-level agreements. They can have a record of travel time, distance and time spent at the customer's premises.

Timekeeping records captured in the Mobile App, are recorded in BOS Enterprise (desktop app) simultaneously.

If Production Planning is your timekeeping mode – see the topic Production Planning Timekeeping Tutorials.

💡These tutorials explain how to record and edit timekeeping for work and travel, and the extra features the mobile app provides.

Tap means tap the screen, or left-click with your mouse if you use a computer.

Starting and Stopping Timekeeping Records#

How to Start Timekeeping for a Project or Transaction Task#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Start Work on the context menu.
4. On the interface that opens fill in the fields as follows:
   1. Reference = Select a Reference from the dropdown list (if not prefilled).
   2. Note = Enter a Note (optional).
   3. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Start Work. Tapping Start (button) saves your edits and closes the form.
5. Close the Mobile App (optional).

How to Start Travel Timekeeping for a Project or Transaction#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Start Travel on the context menu.
4. On the interface that opens fill in the fields as follows:
   1. Reference = Select a Reference from the dropdown list.
   2. Odometer Start = Tap the block and enter your start odometer reading.
   3. Note = Enter a note (optional).
   4. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Start Travel. Tapping Start (button) saves your edits and closes the form.
5. Close the Mobile App (optional) or tap Back (button) and use the Navigate feature (see the final entry How to Navigate from the App below).

How to Start an Unlinked Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. Tap Work (button).
4. On the interface that opens, fill in the fields as follows:
   1. Customer = Select a customer from the dropdown list.
   2. Reference = Select a reference from the dropdown list.
   3. Note = Enter a Note to explain what task you are performing.
   4. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Work (button). Tapping Start (button) saves your edits and closes the form.
5. Close the Mobile App (optional).

How to Start an Unlinked Travel Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. Tap Travel (button).
4. On the interface that opens, fill in the fields as follows:
   1. Customer = Select a customer from the dropdown list.
   2. Reference = Select a reference from the dropdown list.
   3. Odometer Start = Tap the block and enter your Start Odometer Reading.
   4. Note = Enter a Note to explain where you are travelling to and the reason for the trip.
   5. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Travel (button). Tapping Start (button) saves your edits and closes the form.
5. Close the Mobile App (optional).

How to Stop a Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. At the top, tap Stop (button).
   1. Note: Stop (button) only appears if there is an open Timekeeping record.
4. On the interface that opens:
   1. Enter a Note in the block provided if applicable.
   2. Tap Stop (button) to stop the timekeeping.
5. Close the Mobile App (optional).

How to Stop a Travel Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. At the top, tap Stop (button).
4. On the interface that opens:
   1. Odometer Stop = Enter your closing odometer reading in the Odometer Stop field and press Tab on your keyboard or tap another field on your mobile device.
      • Note: The distance in kilometres is calculated automatically. You can also type the distance in the Km block to automatically calculate the Odometer Stop reading.
   2. Note = Enter a Note in the block provided or add to the existing note.
   3. Tap Stop (button).
5. Close the Mobile App (optional).

Additional Features#

How to Edit a Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. At the top, tap Edit (button).
4. Enter a Note in the block provided or add it to the existing note.
5. Tap Save (button).
6. Close the Mobile App (optional).

How to Cancel a Timekeeping Record#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. At the top, tap Edit (button).
4. On the form that opens, tap Delete (button).
5. Close the Mobile App (optional).

How to View Information about the Task or Transaction#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap View Detail on the context menu.
4. Any notes or attachments (links) appear.

How to Set the Status of a Task or Transaction to Complete#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Complete on the context menu.
   • Note: Once the entry is marked Complete it is removed from the list.
4. Close the Mobile App (optional).

How to Add an Image to the Transaction or Project#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Add Image on the context menu.
4. Grant permission to use your camera if prompted.
5. Capture the image with your camera.
6. Enter a name for the image on the popup.
7. Tap Save (button).
   • Note: Tap Cancel (button) to discard the image.

How to Add a Note to the Transaction or Project#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Add Notes on the context menu.
4. Enter a name for the note.
5. Enter the note in the block provided.
6. Tap Save (button).

How to Navigate from the App#

1. Log in to the Mobile App.
2. Tap Timekeeping on the Tile Menu.
3. On the list of Tasks or Transactions, tap the applicable entry and tap Navigate on the context menu.
4. Your default navigation app (e.g. Google Maps) will open with your Location (if permission was granted) as the start, and the Customer's Address as the destination prefilled.