This guide covers how to use the Clock In feature on mobile in Terial. Clocking in automatically tracks your time on a service ticket, eliminating the need to manually enter time cards.
π½οΈ Video Tutorial Prefer to watch a video? Watch these short videos to master Clocking In and Out on Mobile in a Service Ticket and Project
Step-by-step tutorial for Time Clocking In and Out
π¦ Blue Clock Icon = You're Clocked Out
π₯ Red Clock Icon = You're Clocked In
Step 1: On your Home screen, select the Service Ticket or Project assigned to you. To clock in, tap the "Blue Clock Icon" on the bottom right on tablet or mobile device.
Step 2: Tap "Clock In". Add your Cost Code, Labor Rate Type, and assign all Crew Members who are clocking in. Tap Clock In, then press X to return to the Service Ticket.
Note 1: If you're not seeing the crew member you want to clock in, make sure that they are not already clocked in elsewhere (such as another ticket or project), as they will either need to clock themselves out or have an admin/someone with timecard editing access for all users clock them out on their behalf. Once they have been clocked out elsewhere, refresh your screen and you should be able to select their name on your clocking-in screen along with your name.
Note 2: You can close the app after clocking in β time will continue running in the background. To return to the Time Card, reopen the Service Ticket and tap the Red Clock Icon.
Making Adjustments to Time Cards
Open the Time Card from the Red Clock Icon and select either a single person or multiple crew members.
Switching Cost Codes: Tap "Switch" to change Cost Codes mid-ticket (e.g., from Drive Time to Labor Time). This will clock the user out of the current Cost Code and start the clock under the new selection. Select the new Cost Code and tap Start.
Logging a Break: Tap "Break" and confirm the break time for selected crew members. To return from break, tap "Resume".
Clocking Out: To Clock Out, tap the Red Clock Icon and select the individual(s) you want to clock out. Confirm the Clock Out action.
π Read next: Configuring Time Cards & Editing and Reviewing Time Cards
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