Guide 5 of 6

Jobs, dispatch and time tracking

Name: Poseidon
Rating: 4.9 (150 reviews)

Create a job, dispatch your crew and approve the hours they clock.

Who this is for

Admins and Office staff create jobs and dispatch crews. Field crews record their time in the phone app. Admins approve timesheets.

Before you start

A customer and a project for the work. You can create the project, and its customer, right from the New Job form.
Your crew have Poseidon accounts and the phone app (see Add your team).

Go to Operations → Jobs and click New Job. Enter the Job Name, Address, Project, Start Date and Deadline. Add Workers Assigned or Teams Assigned if you know them. Click Create Job.
Go to Operations → Dispatch, open Quick Actions and choose Schedule Dispatch. Pick the job, add the workers, set the Scheduled Date, Start Time and End Time, and click Save Schedule.
Each worker gets a notification (New Assignment, or Assignment Updated if they were already on it), and the visit shows in the Operations tab of their phone app.

On Home, tap Clock In. At your company's shop you're clocked in straight away. Anywhere else, choose On Route or On Site and pick the job.
Leaving the shop for a job? Tap Start Route and choose the job. When you arrive at the job, tap Arrive on Site.
Use Take Break and Resume Shift for breaks, Leave Site when you leave, and Clock Out at the end of the day.
Send your hours for approval: open More → Timesheets and submit your timesheets.

Go to Human Resources → Time Management. On Timesheet Approvals, click Approve All for a person, or select entries and click Approve or Reject.

The Dispatch map shows your active job sites and how many workers are clocked in.
Approved hours are what Human Resources → Payroll counts.
People without the phone app can clock in and out on the web: My Time → Quick Actions → Clock In.

Can someone work on two jobs in one day?: Yes. Tap Leave Site at the first job, then Start Route to the next one.
Why can't my field crew see Dispatch?: Dispatch is for admins and Office staff. Field technicians and inspectors see their own visits in the Operations tab of the phone app.
Can people submit their timesheets on the web?: Yes. In My Time, click Submit week.