How to use the Timesheet Option?
The Timesheet module lets technicians record time against projects and work orders using Check-In and Check-Out, and submit Overtime or a Timesheet Approval request when needed. The list view summarises each entry—project/WO, in/out times, check-in type, and comments—with quick actions to view GPS, edit, or delete (as permitted). A typical workflow is: Check-In → perform work → Check-Out → (optional) submit OT → send for approval, after which managers review and approve entries for accurate payroll, billing, and job-costing.
Overview
The Timesheet module in DreamzFSM enables technicians to log their working time accurately against specific projects and work orders directly from the mobile app. Managers can then review and approve submitted timesheets to ensure accurate payroll, billing, and job-costing records.
Here is a reference video:
How to Use the Timesheet Module
Step 1 – Open the Mobile App
Launch DreamzCMMS on your mobile device. You will land on the Jobs screen.
Step 2 – Navigate to Timesheet
Tap More → Timesheet to open the Timesheet section.
Step 3 – Check In
Tap Check In to begin logging your time. Fill in the following details:
- Enter a check-in message (e.g., “Joined at work”).
- Tag a Project (e.g., “Project 25”).
- Tag a Job / Work Order to associate the time entry.
- Add Notes (e.g., “Job started”).
- Tap Save to log the check-in.
Step 4 – Perform the Job
Carry out the assigned work as normal.
Step 5 – Check Out
Once the work is complete, return to More → Timesheet and tap Check Out. Fill in the following details:
- Enter a check-out message (e.g., “Job done for today”).
- Add Notes if needed.
- Tap Save to log the check-out.
Step 6 – (Optional) Verify on Web
Refresh the Timesheet page on the web portal to confirm that the recorded check-in and check-out times appear correctly under the tagged project and job for the employee.
Tips for Using the Timesheet Module
- Always tag the correct Project and Work Order when checking in to ensure time is recorded against the right job for accurate billing and payroll.
- Add a brief note at both check-in and check-out to provide a clear record of the work performed during that session.
- If overtime has been worked, submit an Overtime (OT) request after checking out so managers can review and approve it promptly.
- Use the web portal to verify that timesheet entries have been saved correctly, especially after checking out from the mobile app.
- Managers should review and approve timesheet entries regularly to keep payroll, billing, and job-costing records up to date.
Frequently Asked Questions
What is the Timesheet module used for?
The Timesheet module allows technicians to log their working time against specific projects and work orders using Check-In and Check-Out. Managers can then review and approve these entries for payroll, billing, and job-costing purposes.
Can I tag more than one project or work order when checking in?
Each timesheet entry is tagged to a single project and work order at the time of check-in. If you are working across multiple jobs, you will need to check out and create a new entry for each one.
What happens after I submit a Timesheet for approval?
Once submitted, the timesheet entry is sent to a manager for review. The manager will approve or reject the entry, and the outcome will be reflected in payroll, billing, and job-costing records.
How do I submit an Overtime request?
After checking out, you can submit an Overtime (OT) request directly from the Timesheet section in the mobile app. The request will then be reviewed and approved by a manager.
Where can I verify my timesheet entries?
You can verify your timesheet entries by refreshing the Timesheet page on the DreamzFSM web portal. All recorded check-in and check-out times will appear under the tagged project and job for your employee profile.
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