Notes can help you and your employees stay efficient and connected. You can use it to have them detail their day or even write down the supplies they used.

iPhone:

[GIF Coming Soon]

Add Notes to a Time Card in Progress:

  1. From Dashboard, select "Description" (need to be clocked in)
  2. Enter notes
  3. Select "Done" in upper right hand corner 

Tip: Repeat steps 1 - 3 to add more notes to your time card throughout the day. Once clocked out, you cannot edit time entry notes unless you have permission to edit time entries. 

Note: Every time you switch projects, cost codes, and/or equipment throughout the day, you will be able to add a new note to each new time entry. 

If your device has Speech to Text, you can speak your notes in when in Step #2

Adding Notes to a Past Time Card:

  1. From Dashboard, click on "Time Cards"
  2. Select the Pencil icon on the time entry you are tying to add/edit note on
  3. Select "Description"
  4. Enter notes
  5. Select "Done" in upper right hand corner

Note: Adding notes to past time cards requires the permission level to edit time cards. Check with your administrator to see if you have this permission level.

________________________________________________________________

Android:

[GIF Coming Soon]

Add Notes to a Time Card in Progress:

  1. From Dashboard, select "Description" (need to be clocked in)
  2. Enter notes
  3. Select "OK" 

Tip: Repeat steps 1 - 3 to add more notes to your time card throughout the day. Once clocked out, you cannot edit time entry notes unless you have permission to edit time entries. 

Note: Every time you switch projects, cost codes, and/or equipment throughout the day, you will be able to add a new note to each new time entry. 

If your device has Speech to Text, you can speak your notes in when in Step #2

Adding Notes to a Past Time Card:

  1. Click on "Time Cards" from main menu
  2. Select the Pencil icon on the time entry you are tying to add/edit note on
  3. Select "Description"
  4. Enter notes
  5. Select "OK" 
  6. Select "Save" in upper right corner

Note: Adding notes to past time cards requires the permission level to edit time cards. Check with your administrator to see if you have this permission level.

________________________________________________________________

Web:

[GIF Coming Soon]

Add Notes to a Time Card in Progress:

  1. From Dashboard, select "Edit" next to Current Activity (need to be clocked in)
  2. Enter notes in Description field
  3. Select "Save" 

Tip: Repeat steps 1 - 3 to add more notes to your time card throughout the day. Once clocked out, you cannot edit time entry notes unless you have permission to edit time entries. 

Note: Every time you switch projects, cost codes, and/or equipment throughout the day, you will be able to add a new note to each new time entry. 

Adding Notes to a Past Time Card:

  1. From Dashboard, click on "Time Cards"
  2. Select "Edit Time Entry" once you have selected the time entry you are trying to add/edit note on.
  3. Enter notes in Description field
  4. Select "Save" 

Note: Adding notes to past time cards requires the permission level to edit time cards. Check with your administrator to see if you have this permission level.

________________________________________________________________

Contact us!!


With any further Questions or Comments, please feel free to contact our Customer Service Team.

For Live Chat, click on the chat icon on the lower right of this screen.

Prefer speaking to us? We'd love to hear your voice! Give us a call at 855-287-9287

Did this answer your question?