How to Submit and Approve Timesheets

3 min read
Feature: Timesheets

The Time Tracking system collects technician labor hours for payroll calculation and job costing. Accurate approvals ensure hours match dispatch records and payroll audits are completed on time.

Business Outcome
Matching technician time cards with job schedules validates labor costs. This protects margins and speeds up payroll processing.

Step-by-Step Walkthrough

1

Record Work Hours Mobile

Technicians log hours using the mobile app timer or tap Clock In/Out. Select the corresponding Job ID or Office Category.

2

Submit Weekly Timesheet

At the end of the week, go to My Timesheets. Review recorded hours, adjust notes, and tap Submit Weekly Timesheet.

3

Access the Approval Dashboard

Managers log into the office dashboard and click Time Tracking -> Approvals. Filter by employee, date range, or department.

4

Audit Entries Against Dispatch Schedules

The system flags entries that overlap or mismatch dispatch logs. Adjust times if necessary.

Field Requirement Purpose / Details
Regular Hours Required Hours worked up to standard weekly limits.
Overtime Hours Optional Hours subject to overtime rates.
5

Approve and Lock Entries

Check the checkbox next to verified timesheets and click Approve Timesheets. This locks the records and exports them for payroll.

Validation Rules

To keep operations reliable, Service Opus enforces the following rules for this workflow:

  • Daily Limit Check: A warning triggers if regular hours exceed 16 hours in a single calendar day.
  • No Overlapping Records: The system rejects entries that overlap in time.
Important Rule
Approved timesheet records are locked. Modifications require administrative unlock access to prevent billing discrepancies.

What's Next?

Once you finish this task, continue with these related workflows:

Ready to try this workflow?

Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.