Time In and Out of Travel
GPS information (latitude/longitude) is saved when you sync your device for each time in and time out if your device has GPS capabilities and a value is returned. GPS data cannot be updated from the device. If the travel time log is transferred, the original latitude/longitude values are used. Transferring the travel time log does not update the values. As with time in limits to appointments, you can only time in to travel on one appointment at a time. You will be prompted to time out before you can start a new travel time log.
Timing In to Travel
You can time in to a travel time entry by selecting the appointment and then selecting Begin Travel.
- Select Appointments and then select the appointment.
- Select Begin Travel.
- A truck icon displays to the left of the appointment ID on the Appointments list to indicate you've timed in to travel to the appointment.
Timing Out from Travel
You can time out of a travel time entry by selecting the appointment and then selecting End Travel. Depending on travel settings, you may be automatically timed in to the appointment. See Time In and Out of Appointments.
- Select Appointments and then select the appointment.
- Select End Travel when you've arrived at the appointment.
- If a default cost code was not set up in MobileTech Admin for travel time entries (DefaultCostCodeTravelTimeLog), you will be prompted to Select the Code Cost and then select Save.
If a default hour pay code was not set up in MobileTech Admin for travel time entries (DefaultBilledHourlyPayCode), you will be prompted to Select the Pay Code and then select Save.
Enter the Mileage and select Save.
If the logged travel time is less than the minimum time, a note displays at the top of the Mileage window. For example, if the minimum travel time is 10 minutes, the note reads: Minimum Travel Time of 10 Minutes Applied.
For labor transaction entries, mileage is displayed in the travel time entry description as Miles Traveled: <mileage>. For travel transactions, mileage is entered in the time entry's quantity field.- Depending on setup, you may be automatically signed in to the appointment after you have selected End Travel. If not, when you select the appointment, you will see the Time In option.
Pausing/Resuming a Travel Time Entry
If Auto Time In is set to True in MobileTech Admin (Time Log Settings), you have the option to pause a travel time in without automatically timing you in to the appointment. When you pause the travel time in, you are creating a travel time entry for the distance that you've just traveled. When you resume the travel time in, you are creating a new travel time entry. When you arrive at the appointment and select End Travel, enter the mileage from where you resumed the travel time entry.
For example, if you drove 3 miles and paused the travel time in, you'd enter 3 miles. You resume the travel time in and drive 7 miles to the appointment. You would enter 7 miles when you end travel. You will have 2 travel time entries for the appointment, one for 3 miles and another for 7 miles.
To pause/resume a travel time entry:
- Select Appointments and then select the appointment.
- Select Pause Travel.
- If a default cost code was not set up in MobileTech Admin for travel time entries (DefaultCostCodeTravelTimeLog), you will be prompted to Select the Code Cost and then select Save.
If a default hour pay code was not set up in MobileTech Admin for travel time entries (DefaultBilledHourlyPayCode), you will be prompted to Select the Pay Code and then select Save.
- Enter the Mileage. For labor transaction entries, mileage is displayed in the travel time entry description as Miles Traveled: <mileage>. For travel transactions, mileage is entered in the time entry's quantity field.
- Select Save.
- A pause icon displays to the left of the appointment in the Appointments list.
- To resume the travel time in, select the appointment and then select Resume Travel. The truck icon displays to the left of the appointment on the Appointments list.
Transferring Travel Time Entries to a Different Appointment
If you need to transfer a travel time entry, you can do so from the original appointment's Time Entries list.
- Select Appointments and then select the original appointment.
- Select Complete.
- Select the Time Entries tab.
- Select the time entry that you want to transfer and select Transfer.
- In the Transfer pop-up window, select:
- Unbilled: If you do not want to assign the travel time entry to a different appointment, select Unbilled and select Continue. The travel time entry is removed from the appointment and is available from the home navigation Time Entries list.
Appointment: To transfer the travel time entry to a different appointment, select Appointment. Select the appointment to transfer the time entry to, and then select Continue.
The list of appointments available to select for transfer includes appointments on your device that do not have a status of Complete or Re-assign.
You can edit the Mileage (travel transaction), Cost Code, Pay Code, and Description fields. If you are transferring to a job appointment, you will need to select the Job Cost Code and the Cost Type will be updated to Labor.
- Select Save. The time entry no longer displays on the Time Entry list for the original appointment and is moved to the Time Entry form for the appointment that you selected.
Deleting a Travel Time In
If you need to delete a travel time entry where you've already selected Begin Travel, you can do so by selecting the appointment and then selecting Delete Travel.
- Select Appointments and then select the appointment.
- Select Delete Travel.
- Select Yes in the confirmation pop-up that asks if you want to delete the time entry.
- If you want to update the appointment's status:
- Select Yes and then select the appointment status. The travel time log entry is deleted.
- Select No to delete the travel time log entry without updating the appointment's status.
Deleting a Travel Time Entry
If you need to delete a travel time entry that you've created after selecting End Travel, you can do so from the appointment's Time Entries tab. You can only delete a time entry if you have not synced your device.
- Select Appointments and then select the original appointment.
- Select Complete.
- Select the Time Entries tab.
- Select the time entry and select Delete.
- Select Yes in the confirmation window.
- Select the Back icon to return to the Appointments list.