How to configure timelog in Zuper
Overview of Timelog
The Timelog feature in Zuper transforms how organizations manage and track the time that field technicians spend on job-related activities. Initially, Zuper facilitated clock-in and clock-out automatically; however, the enhanced Timelog feature now empowers technicians to log both their travel and labor time. This addition offers greater flexibility and a more detailed approach to time tracking.
Organizations can configure travel and labor time tracking at the job category level, granting them full control over how time is logged according to the specific nature of each job. For example, while tracking travel and labor time may be essential for field service jobs, it can be disabled for internal tasks such as administrative activities or material planning. This capability allows businesses to tailor time tracking to their operational needs effectively.
By integrating the Timelog feature, businesses can:
- Improve job efficiency and technician productivity.
- Gain accurate insights into travel and labor times for cost analysis and reporting.
- Customize time tracking configurations by enabling or disabling time logs based on specific requirements.
Additionally, introducing Primary and Non-Primary Technician roles within Zuper ensures smooth job workflows and accountability. All technicians can log their time, but if a Primary Technician is specified for a job, they will be responsible for updating the job status and managing workflow progress, ensuring timely completion and streamlined operations.
Whether you're managing jobs in real-time or analyzing productivity trends, the Timelog feature serves as a powerful tool to enhance your field service operations.
How to configure timelog at the Job Category level
1. Go to Settings > Job Settings > Job Categories.
2. Select a job category and click Edit.
Or, create a new category by clicking + New Category and filling in the required fields.
3. Set Enable Labor Time to Yes if you want to log the time technicians spend working on a job.
Note: These Time log configuration settings are available only if Enable Time Log for Job is set to Yes under Settings > Organization Settings > Job Settings.
4. Set Enable Travel Time to Yes if you want to log the time technicians spend traveling during any job-related activity. This includes travel to the job site, between job sites, or any other travel recorded during the job workflow.
Note: This option is only available if you have selected “Yes” in the Enable Labor Time.
5. Click “Save/Update Category.”
Enabling labor time and travel time for this job category will activate options for technicians to log their travel and/or labor time while performing tasks within this category.
FAQs
1. What is a Primary Technician?
The Primary Technician in Zuper acts as the Lead or Team Leader for a job. He/she oversees the job's progress, ensures that all technicians perform their tasks accurately, and records their time entries. Additionally, the Primary Technician controls job progression by managing job statuses and leading the workflow. While other team members can view and log their time, the Primary Technician ensures the job is completed efficiently and updates the job status accordingly.
The Primary Technician in Zuper acts as the Lead or Team Leader for a job. He/she oversees the job's progress, ensures that all technicians perform their tasks accurately, and records their time entries. Additionally, the Primary Technician controls job progression by managing job statuses and leading the workflow. While other team members can view and log their time, the Primary Technician ensures the job is completed efficiently and updates the job status accordingly.
2. How do I assign a technician as the Primary Technician?
- Navigate to Settings > Users & Teams > Manage Teams.
- Click the “Update Assignment” icon on the respective team.
- On the Assign/Unassign Team Members page, click the star icon next to the technician's name to mark them as the Primary Technician.
Note: Only one Primary Technician can be assigned per team.
3. Is it mandatory to assign a Primary Technician to the Job?
No, assigning a Primary Technician to the job is optional. However, doing so allows the designated technician to take charge of the workflow and manage job status updates effectively.
No, assigning a Primary Technician to the job is optional. However, doing so allows the designated technician to take charge of the workflow and manage job status updates effectively.
4. Can I reassign the Primary Technician?
Yes, the admin or team lead can reassign the primary technician to a job if the current technician has not yet clocked in.
Yes, the admin or team lead can reassign the primary technician to a job if the current technician has not yet clocked in.
5. What should I do if the Primary Technician is unable to clock out from a job?
If the Primary Technician has clocked in for a job but is unable to clock out due to an external challenge, the Primary Technician or an authorized user (such as an admin or team lead) can log in to the Zuper web app and manually clock out from the job.
6. Can I assign a primary technician on the User Job assignment?
Yes, when assigning users to a job, you can designate one individual as the primary technician. By default, the primary technician will be displayed in the job assignment when you assign that person to the job. However, you can change the primary technician if needed.
Need more help with tracking time?
- For Enabling Automatic Clock-In and Clock-Out:
If you want to learn how to set up automatic clock-In and clock-Out, ensuring that your technicians will automatically clocked in or out when updating job statuses, see How to configure automatic clock-in and clock-out. - For Detailed Steps on How to Track Work and Travel Time
in the Mobile App:
If you want to log work and travel time on the go using Zuper’s mobile app, see How to Log work and travel time on the Job. - For Tracking Timelog Entries in Detail:
If you want to view and manage logged work and travel time for each job, including deleting and editing time logs, see How to access and manage the time log summary View and Edit Timelog.
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