This guide covers how to fill out crew time cards and log materials used on a service ticket in Terial. Properly recording time and materials ensures accurate invoicing and job costing.
Video Tutorial: Watch this short video to master completing crew time on a ticket.
Note: If you have the ability to Clock In with the Blue Clock Icon, please see 🔧Clocking In on Mobile
Filling Out Time Cards
Step 1: Click "Start" at the Time and Materials Used card.
Step 2: Click "+ Time Card".
Step 3: Fill out information for every day worked and add multiple time cards per day if the crew worked different hours.
Important Each time card should include the # of hours worked each day - NOT the total number of man hours. For example, if I worked a job with 1 other tech and we worked an 8 hour day, I would enter 8 hours and 2 crew. Do NOT enter 16 hours and 2 crew since that will imply that you worked 32 man hours in one day.
Materials Used
Step 4: Move on to Materials Used and click "+ Add Material Used". To come back and fill this out later, select "Save" at the bottom of the page.
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