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Timesheet Guide — Franco

Last Updated: 2026-02-27

Step 1: What kind of work did you do today?

What kind of work did you do?
         │
         ├── Working on a QUOTE (estimate)?
         │       └─→ Open the EST work order
         │           → Click "Timesheet" tab
         │           → Activity: *** QUOTING ***
         │
         ├── Working on a JOB (service call)?
         │       └─→ Add yourself as Helper first (see Section B)
         │           → Open the SC work order
         │           → Click "Timesheet" tab
         │           → Activity: *** *Worked Hours CCQ ***
         │
         └── EVERYTHING ELSE (materials, admin, shop, phone calls)?
                 └─→ Go to main Timesheet tab (top menu)
                     → Click & drag on your name
                     → Activity: *** Non-CCQ ***

Section A — Quote Work (EST Work Orders)

Use this when: You worked on an estimate, visited a site to quote, or did any work related to a quote.

  1. Open the EST work order for that job
  2. Click the Timesheet tab
  3. Click Create
  4. Set Activity → select Quoting
  5. Set the date and your hours (start/end times don't need to be exact — just make sure the total hours are right)
  6. Click Save

Screenshot

The time entry form — Activity field must be filled.

Section B — Job Work (SC Work Orders)

Use this when: You were on a job site executing work on a service call.

First — add yourself as a Helper:

  1. Open the SC work order
  2. Click the Helpers tab
  3. Add xxFranco
  4. Save the work order

Then — add your time:

  1. Click the Timesheet tab (still on the SC work order)
  2. Click Create
  3. Set Activity → select *Worked Hours CCQ
  4. Set the date and your hours
  5. Click Save

Section C — Everything Else (Main Timesheet)

Use this when: You were not working on a specific job — ordering materials, admin tasks, shop work, phone calls, travel, etc.

  1. Click Timesheet in the top menu bar (the main timesheet view)
  2. Find your name xxFranco in the list on the left
  3. Click and drag on the day you worked to create an entry
  4. Set Activity → select Non-CCQ
  5. Adjust the hours to match your total for that activity (exact start/end times are not critical)
  6. Click Save

Activity Type Quick Reference

If you were doing... Activity to select Where to enter
Working on a job site *Worked Hours CCQ SC work order → Timesheet tab
Quoting / estimating Quoting EST work order → Timesheet tab
Materials, admin, shop, other Non-CCQ Main Timesheet tab

End of Week — Check Your Hours

Before the end of each week:

  • Compare your paper timesheet to what's in PL
  • Every day you worked should have at least one entry
  • Your total hours should match your paper tracking

Still Stuck?

Contact Arthur or Catalin.