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Check In/Out, Work Order Check In/Out and Timesheets

Clarifies the differences between global check-ins, work order check-ins, and timesheet entries in ServiceBox, including how each is tracked and reported.

In ServiceBox, there are three distinct ways to track time: global check-ins, work order check-ins, and manual timesheet entries. These methods serve different purposes and do not always sync automatically. This article clarifies how each method works and how their data is reported.

1. Global Check-Ins (Dashboard)

  • These are general check-ins and check-outs for the workday, not tied to any specific job or work order.

  • They are recorded via the dashboard and are not automatically reflected in the timesheet.

  • Their purpose is to show when an employee starts and ends their day.

  • These entries appear in the User Check-In Report.

 

2. Work Order Check-Ins

  • These occur when a user checks in and out on a jobsite through a work order.

  • When checking out, the user can choose to add that time to the timesheet.

    • The system calculates the time between check-in and check-out.

    • If accepted, the time is added to the Time and Materials section of the work order and to the timesheet.

  • The time entry can later be edited in the Time and Materials section if needed.

  • These entries appear in the Work Order Check-In/Out Report.

 

3. Manual Timesheet Entries

  • Users can manually enter time into either a work order or directly into their timesheet.

  • These entries are independent of check-ins and may not have any associated check-in/out data.

  • This method is often used for recording hours for tasks like “Shop Time,” “Vacation,” or other custom timesheet items.

 

Reports Overview

Report Name What It Shows Relation to Timesheet
User Check-In Report Start/end times from the dashboard (global check-ins). Not automatically included in timesheets.
Work Order Check-In/Out Report Check-ins/outs from jobsites. Reflected in timesheet only if user adds time at check-out.
Timesheet All time entered manually or through accepted work order check-outs. Full daily time log, including work orders and custom time entries.
 

Summary

  • Global check-ins are general and not tied to work orders or timesheets.

  • Work order check-ins can feed into the timesheet, but only if the user opts in at check-out.

  • Timesheets are the most comprehensive log of user time, including both manual entries and accepted work order time.


Need Help?
If you have questions about how check-ins and timesheets work together in ServiceBox, contact our support team at support@jobboxsoft.com. We're happy to assist!