TRANSCRIPTION
--- CLIP 4: Time Tracking ---
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If you can see this Jake's crew is currently set up to be each employee
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individually. I'm going to show you guys that first and then I will show you how it looks when the foreman does it for the
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whole crew.
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So first things first when we go to time tracking here as your foreman, this is what they're going to see at first.
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They're going to see a clock in page.
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Anything that's on their schedule for today and
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additional tasks here. Now with that being said,
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you can always update this based on what's scheduled. So if we come in here to some of my approved projects,
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let's say this John Smith job and
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this job ended up getting scheduled for today. Let's say so I drag out the days hit new job.
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Select Jake's crew and save that.
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You can see in Jake's crew this is now enabled here and now if we go back here
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to time tracking and just refresh this page.
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You'll see that this now shows up here. So that's how that's going to work.
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It'll also show you any jobs that match your current location.
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Okay, so that's also another option as well.
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But essentially how it works is your employee is going to come in the morning hit clock in.
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It's going to load the projects here scheduled for today.
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Company shop tasks, upcoming projects, so they can see the jobs they have and they can just click on the job
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to clock into that job.
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All right, so it takes a second longer here on the computer on the mobile app. It's a tiny bit faster.
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Essentially clocks them into this job. Now they're clocked in their time is tracking.
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They have access to photos and files here where they can click all photos and files and from their phone
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they can view this design folder and they can also upload any
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take a photo or upload any photos as well.
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All right, so that's gonna be the project photos and files side
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right here. You also have project progress if you'd like to show them how much progress they've made on this job.
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From
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actual versus estimated you can. This will fill up the bar as time is being clocked into this job.
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We also have visit notes. Your employees can use the voice to type
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feature on their phones for this. Just write
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talk out a voice note here of what was worked on today.
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They could also attach any photos or files videos to this note and
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you'll have a full history of all the notes that have been recorded.
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In addition to that we also give crew notes and instructions that way your employees can see
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what was on that estimate. What was the crew notes? What were the materials that we needed?
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They don't see any cost here just quantities.
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Okay, you can also show them estimated labor hours if you'd like
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for how long you were projecting this to take.
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So that's kind of what it looks like when you're clocked in inside of a project. If we go back here to home or we
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click on this home in the bottom
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you'll see that we're currently clocked into this job.
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We can always go and switch jobs at any point. Clock in and it'll prompt us to switch the project.
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In addition to that we can also always
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go to company shop tasks.
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So if your employees clock in at the shop in the morning
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then they would probably clock into this at the beginning of the day and then once they leave for the job site
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they would switch to the job.
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In addition to that we also have
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the ability to search for other projects.
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So as you can see here at the bottom if I go to search for a project
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then it'll give me access to the full list of projects here and I could search for the one that I need.
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In addition to that we also have this start break button in the bottom. This will give you an option to start the break.
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So if you click start break here, it's going to put them into break mode as you can see here now
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we're tracking our break mode. We're not clocked in anymore.
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When we're done with this we could end the break and we can choose to work on the same job or on a different job.
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So that's kind of what the time tracking app is going to look like. A few different options for you guys there.
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The other thing I'm going to show you guys is clocking out. At the end of the day when the employees ready to clock out
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they can click right here and
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confirm the clock out.
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This
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will clock the employee out of the job and also give an option to add any visit notes or photos.
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This employee is now clocked out as you can see here.
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So now that we've done that let's switch over to what it looks like for a foreman doing it.
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So in our admin dashboard what we're going to do is click here to expand the left side, go to team,
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go to crews.
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We're going to switch this Jake's crew over to
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where the foreman's clocking in the entire crew. That way you can see how that option works.
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So as you can see I've switched it here, hit update crew.
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And now if we come back here to time tracking and we just simply refresh this page
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you
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will see here that I am now in a foreman mode.
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Okay, if I can go to team here that I can see the different team members that I have.
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I'm going to go ahead and clock these three guys out.
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And I'm just gonna
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zero out this time here.
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So
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give me one moment here to save this clock out. All right now you can see everyone's clocked out.
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Essentially how it'll work is when your employee, when your foreman comes here at the beginning of the day
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they'll see the exact same thing. So they schedule a clock in, they'll hit clock in and
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then they're going to choose the project here.
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Like I said on the phone this is this is faster. It just takes a second longer on the computer.
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And then they click on the job that they want and then they can confirm who they want to clock in.
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So this is the difference. The foreman has this option where they can clock in their whole crew.
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The other option skips this step. So maybe Matt showed up late. He's not here yet.
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So I'm just going to clock in the rest of us.
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So
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as you can see we're all now all three clocked into this project. I have two new things.
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I have a team section here where I can view and edit the team for this specific project. This is just on this project.
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And I can also view the team down here in the bottom where I can see all of the projects and everything they've done today.
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So let's say Matt shows up now. He's a couple minutes late. We now want to clock him in.
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I now can clock in Matt either to the same project or to a different project.
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So let's say he's working on the same project. Now all four of us are clocked in as you can see here.
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But you can clearly see Matt has some less time than the rest of the crew.
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If two of these guys need to leave halfway through you can select them and click switch and
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you're able to switch them out to a different project. So that will give them access.
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That'll clock them into that other project temp for that time.
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So if I select this other test client here, you'll see these two guys are now switched to this job.
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Where if we go back home
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you'll see that it's now split two and two.
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So two guys are on one job site. The other two guys are on the other job site as you can see here.
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All right, so feel free to go to team to manage any of this stuff.
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You can see these two are clocked into John Smith. These are clocked in the test client.
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If you want to select everyone and put them on break you can do that.
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If you want to switch them all to a different job switch them all to company shop tasks.
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Clock them all in and out at once. Whatever you need to do you can do that here.
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You can see that they're now all on break time. So some different options for you to manage all that.
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Definitely is a powerful tool to track all the time and allow your foreman to do it as well.
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Then that will kind of feed in here to the timesheets.