How to Log Billable Time to a Service Order

Time worked on service orders can be captured two ways: with a live start/stop timer that runs while the work is happening, or by entering completed hours on a time entry form. The Log New Time page combines both. In-progress timer sessions appear at the top so you can stop and finalize them, and below that are blank rows for logging completed work. Each entry ties hours to a service order, a worker, and a work type, and the hours become billable line items on the order.

Requirements

The Project and Task fields require Team Project Management; the Tax Code field requires the Avalara Tax Integration (AvaTax) calculation to be enabled.

Step 1: Track Work with the Start/Stop Timer (optional)

Where: Income -> Orders -> Service Order

1) While working, use the Start control on a service order line to open a timed session for the chosen worker and work type.

2) Use Stop to close the session; elapsed wall-clock time is calculated and saved. A session can be restarted later to keep accumulating time.

3) Only one open session is allowed per order, work type, and worker combination; starting a duplicate returns an error instead of creating a second entry.

Step 2: Finalize and Enter Time

Where: Income -> Orders -> Service Order -> Log New Time

1) Any timer sessions you started but have not stopped appear under the in-progress work section, where Hours and Customer Notes are editable and a Stop button finalizes a running entry. A toggle switches between only your work and all users' work.

2) To log completed work, fill in the blank entry rows. For each row set the Order (or Internal Work), Work Type (and Work Sub-Type if the type has subtypes), Worker, and Hours. A row only saves once Order, Work Type, Worker, and Hours are all filled in.

3) Adjust the Work Date (defaults to today), choose a Time Type if pay-type multipliers are configured, and add Customer Notes (visible on the invoice) and Private Notes (internal only) as needed.

4) Optionally link the entry to a Project and Task, set a Service Status to update the order, choose a Tax Code, or assign an Asset when those options are available.

5) Click Save To Add More Lines to save the filled rows and reload for more, or save normally to finish.

Notes

• Rows missing any required value (Order, Work Type, Worker, or Hours) are skipped on save with an error message.
• After saving from the service order context, you are returned to the service order update form.
• The Service Status you choose updates the order's status at the moment of saving.
• When a Project and Task are selected, the saved time is linked to that project task for project time tracking.
• The Project and Task fields appear only when Team Project Management is enabled; the Tax Code field appears only when AvaTax calculation is enabled with the Avalara integration; the Asset field appears only when assets can be assigned to line items.
• For timer entries, hours accumulate from the start time until Stop is pressed, and the elapsed total can be edited before the final save.