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Allocating Time to a Job / Task

Managing jobs and time allocated in Service Geeni

J
Written by Jo Bigg
Updated over a month ago

If you need to allocate or adjust time on a job, you can do this via the Job Details page.

To get there:

  • Head to Job control

  • Select the Job.

  • Then, on the Edit Job Details page, select the Time tab.

  • Click on the + Book Engineer Time button.

The Book Engineer Time window will open allowing you to change vital details.

When changing or adding time, you will need to fill in the Activity Type and Hours Start/End fields for the Travel and Labour sections.


Activity Type

  • Here you can select an existing activity type to allocate time to

or

  • Create a new Activity type via the ellipsis (...).

  • Choose an option from the list.

  • You can also create a new type with the +Add button.

  • Enter the Activity Type name.

  • Under Category from the drop-down choose the Category for the newly created Activity type.

  • Select the category which the activity belongs to.

Only "Working" and "Travelling" categories can be used against jobs.

Break, Other, On Call Standby, Working and Travelling can be used on Engineer Timesheets and on the mobile.

  • Select Link To Job.

  • Click Save.

  • Finally, add the required time using the Stopwatch icons.


Adjusting Time Booked

You can adjust the booked time on a job with a few simple clicks.

To adjust the date and time.

  • Click the Edit icon via the Action Tray.

  • You can adjust the date via the Date field and alter the time with the Stopwatch icon.


Booking Time Over Days (Midnight)

The entry will show as two separate entries when booking past midnight. You can see in the example below the time goes from 11 pm on 26th November to 2 am the next day 27th November.


Engineer Timesheets

Activity and Time not booked to a Job

In the example below the Time is not currently booked to any job.

Here you can see there is No job number next to the Activity "Traveling to Depot", this time would not show on the job sheet because it isn't allocated to that job.

You can amend this in the Engineers Timesheets menu and allocate that time to the job.

  • Go to Engineer Timesheets via the Finance menu.

  • Now, find the entry in question and click edit using the Action Tray.

This will open the Edit Task Time window.

To allocate time to a job you will need to uncompleted the job (if already completed) once re-completed the job sheet will regenerate.


Un Complete a Job

If the job is completed you may need to Un Complete it (keep a note of the original completed date and time) if you need to change the time booked.

You can find the complete date a time on the Overview tab in the job at the bottom right.

  • From Job Control, Select Job.

  • Click the Action Tray.

  • Use the Blue arrow - to Un Complete a job.

You can now add and adjust time on the job as required, complete once finished.

  • Click on the ellipse, next to the Job field.

  • Select the correct Job number for that Activity time to be booked to the job.

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