User guide — log work by day, export by customer, close when done.
Log your work on the Calendar (time in/out, client, notes). Track tickets (calls) per customer: create a ticket, attach a Call ID when you get it, export attendance, then close the ticket. Manage holidays and off days so the calendar reflects your reality. Export is ready to paste into your timesheet system.
Go to Profile and set Tech ID, Tech Name, and Default Departure Location. Save. Export is disabled until your profile is complete.
A ticket moves through: Pending (no Call ID) → Active (Call ID set) → Closing (you clicked Close) → Closed.
Create the call in Call Management (Add Call) with Client and Level; leave Call ID blank. The call appears under Pending Calls. Log work on the Calendar by choosing the same client/level — you don’t need a Call ID to add entries. When the Call ID arrives, click Enter Call ID on the pending call; the call becomes Active and all existing pending entries for that client/level get the Call ID automatically.
Each Active call shows Pending: (not exported) and Exported: (marked done). The Close button appears only when Pending = 0 — i.e. when every entry has been exported and you’ve clicked Mark as Done on the Export page. Until then, Close is hidden.
Click a day to open the Day Editor. Each day shows total hours with color: red < 3h, yellow 3–6h, green 6h+. Hours outside 6am–6pm (or on weekends, holidays, and off days) are shown as overtime (OT).
Click + Add Entry, choose Client and Level, enter Time In / Time Out (or Duration), and optionally Tasks/Notes. Call ID is filled automatically when the call has one. You can add several entries per day.
Holidays (menu) — Shared public holidays. They appear on the calendar and are excluded from “missing day” logic. You can still log work on holidays if needed.
Off days (Calendar header → ✈️ Off Days) — Your personal absences (e.g. vacation, sick). Add dates and an optional label; they are shown on the calendar.
From Calendar, click 🏢 Customers.
From an Active call card, click Export. You’re taken to the Export page with that customer’s pending entries. You’ll see a table (TechID, TechName, Attend Date, etc.) and Performed Tasks (tasks/notes only, one line per entry). Use Copy to Clipboard (data rows only, no header), paste into your timesheet system, then Mark as Done. Click ← Back to Call Management when finished.
| I want to… | Do this |
|---|---|
| Log work | Calendar → click day → + Add Entry |
| Create a ticket | Customers → ➕ Add Call |
| Enter Call ID | Customers → Pending Calls → Enter Call ID |
| Export a customer | Customers → Active call → Export → Copy / Mark as Done |
| Close a ticket | Customers → Active call → Close (when Pending = 0) |
| Finish closing | Customers → Closing Calls → Mark as Closed |
| Request Call IDs list | Customers → Pending → 📋 Generate Calls Request (date + table to copy) |
| Holidays | Holidays (menu) — shared public holidays on calendar |
| Off days | Calendar → ✈️ Off Days — personal absences (vacation, sick) |
| Profile | Profile (menu) → Tech ID, Tech Name, Default Location |
| Work as another user (managers) | Manage Users (menu) → Impersonate on a user card → Stop Impersonating when done |
Under Pending Calls, click 📋 Generate Calls Request. Pick a date (default: today or your oldest pending attendance). The app generates a table: Date, Client, Level — one row per pending call. Copy it to send when requesting Call IDs.
Features that may be added in future versions.
If you have more ideas or needs, contact us to check if we can implement them.