How to Edit Check-In Data

Follow

If staff forget to check in or out of a job, you can manually create and edit the check-in times from the job card. Only Business Owners have permission to edit check-in data.

Open the Job Card and click the Recorded Time icon

Open the Job Card and click the Recorded Time icon

Adding check-in data

Adding check-in data

Click the Add Time icon. A new row will be created, and you can enter the details of the check-in. Click Save once you're done.

Editing check-in data

Editing check-in data

You can edit the Date, Staff Member, Start Time, Duration and Labor Rate by clicking in the appropriate field and changing the value. After you have made changes, click Save to save and close the window.

If ServiceM8 does not allow you to make changes, the most likely cause is that you do not have permission to edit check-in data. Only Business Owners have permission to edit check-in data by default.

Converting a check-in to an invoice line item

Converting a check-in to an invoice line item

As an alternative to using the Smart Labor feature in the mobile app, you can convert check-in data to invoice line items using the check-in editor.

  1. Select a Labor Rate
  2. Choose a rounding option.
  3. Click the green "+" icon to add the line item to your invoice. Check-in time will be rounded up to the nearest multiple of your rounding preference when added to your invoice. (e.g. if you select "60 mins", then a check-in time of 1 hr 10 min will round up to 2 hrs on the invoice)
  4. The icon changes to a check-mark, and the row is colored grey after it has been added to the invoice

Deleting check-in data

Deleting check-in data

To delete a check-in, first right click on the row, then select Delete Recorded Time.

Have more questions? Submit a request