This example outlines the Settings and Workflow for a Time Entry centric business which retrieves Items and Services from the Appointment

System Settings:

•Billing Mode - Time Entry

•Limit Billing - None

Sync Settings:

•Sync Time Entries

 

Typical workflow assumes that the Job is created in advanced, Field Worker is assigned to the Job and a Time Entry created for the Field Worker.

Requires retrieval of Time, Services and Items charges to the job AFTER work is complete. This method is Often used by back office staff to verify charges.

Field Worker syncs data to device. When the Job is opened on the device from the Day or Week tabs, it will look like this:

Billing Tab does not change with navigation as all charges are added to the Time Entry. Existing Service or Item lines on the Job will not be visible.

Add an Actual, Item and Service through the Billing Action Menu.

Once changes are Synced to the Server, the Time Entry updates with Actual Properties and Items and Services. The Document will update like this:

These charges can then be retrieved the Job.