This article will explain how your job clocking staff can job clock onto Other Tasks such as cleaning the workshop or deliveries etc
This will allow your job clocking staff to account for all of their time - not just the billable time spent working on Customer Order Service Jobs but all time at the dealership even when cleaning
Set up
- Staff must be set up in Blackpurl > Account Settings as a Technician for Payroll Clocking and Job Clocking purposes
- Dealership will need to create a list of Other Tasks that will be available for the Technician to Job Clock On / Off
For example:
This doesn't mean that they are not working but they are working on tasks that are just not billable to a customer on a Service Job
To allow them to do this the Dealership would create Other Task of - Talking to Customer and Clean up Workshop
To create / setup the list of Other Tasks:
- From Blackpurl Header > click
- Click the tab Other Tasks > then click
- Blackpurl will add a new line item for you to type in the new task name
- Blackpurl will add the new task to the list so that it is available for Technicians to select
Tip: To edit or delete a Task, on the relevant line item, clickto either make your changes or delete
Job Clocking On / Off to Other Tasks
Once the initial setup has been completed, please continue with the instructions below to learn how to Job Clock On / Off Other Tasks
Example:
Technician Keith O'Brien is taking time to clean up the workshop so he will need to Job Clock on to Other Task - Clean Workshop
- From Blackpurl Header > click
- As we are Job Clocking for Keith O'Brien, we need to search for and select Keith O'Brien as the Technician:
- As Keith is not Job Clocking onto a Customer Order > Service Job but an Other Task instead, click on the Other Tasks tab
to start
- To Job Clock Off the Other Task - Clean Workshop, Keith would either click onto the
Simply Job Clock onto another Other Task or Job Clock onto a Service Job - please review our article Service Job - Job Clocking On / Off.
Manage Other Tasks
The Dealership may need to manage Other Tasks - such as fixing an error / adding an additional entry in / list line items for a particular date range to review etc
For a user to have access to this section, they will need the User Permission: Manage job clocking
These are the articles that will need to set this up:
Once you have the correct permission you can now Manage Tasks
- Click on Manage Task tab
A. Search by Date Range - this is the start date if you want to search for entries for a specific date range
B. Search by Date Range - this is the end date if you want to search for entries for a specific date range
C. Select a task - If you want to list all entries for a specific Task by typing in the task name which will
D. This is where your entries that meet your search criteria ie date range or specific task will list
E. Add a new entry - if you need to manually add in a Job Clocking Other Task
F. If you need to Edit or Delete an entry - you would click on the relevant line item and click on
Reporting
Please review our article - Reporting - How to Run Technician Productivity Reports (including Job Clocking / Payroll Clocking)