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Log time on a task

What this is for

Record hours against a case or work order so you can bill or just know who spent time.

Concepts

Timers is the company-wide list. Create Timer is the dialog (Add Timer).

On a case, the Time Logs tab lists timers for that case. Same Create Timer idea.

A task is a dated to-do. A timer is the clock on that work: start (and later complete). Re Start Timer appears on a stopped row. Completing a timer is what makes the hours stick.

Billable time can later feed an invoice via billable items on a contract or Load Billable Item on an invoice — that is a follow-on, not this form.

Before you start

  • A case exists. A work order helps if you dispatch by WO.
  • You are the person (or you can pick the person) who did the work.

Steps

  1. Open the case → Time Logs, or open Timers.
  2. Click Add Timer.
  3. In Create Timer, enter Subject. Choose Assigned To and Client. Pick a work order if you have one. Description is optional. Save.
  4. When the work is done, complete the timer from that list (complete action on the row).

Use Re Start Timer only if you paused and need to continue — confirm the dialog.

What happens next

If the time is billable, Add billable items (or Load Billable Item on a draft invoice), then Create an invoice / generate from the contract.

If something looks wrong

  • No case to hang time on. Open a case first.
  • Hours never appear on an invoice. Completing the timer is not the same as billing — use billable items / Load Billable Item.