Skip to main content

 

 

DealerTeam

Technician Time Card Entry

Goal

The simplest way is to utilize a Tech Card (or Hard Card) to distribute work and have your technicians update the card and return them to the service counter for entry. The technicians can see what the book time is listed for each job and they can record the actual time it takes to complete the job.

After reading this article you will be able to:

  • Navigate to a service repair order record
  • Enter technician time                  

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Service Repair Order Record

  1. Click the App Launcher icon.

1 Print Technician Copy- App Launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Print Technician Copy- SRO Navi.png

 

  1. Click desired Service Repair Order.

3 Print Technician Copy- SRO record.png

 

Step Two: Enter Technician Time

Once technicians return the Tech Cards enter the data onto the Job Lines of the Service Repair Orders.

  1. Click the Edit button of the desired job line.

1 Technician Time Card Entry- Edit btn.png

 

  1. Click the Tech Time tab.
  2. Click Edit on the desired Tech Time line.

2 Technician Time Card Entry- Tech Time Edit btn.png

 

  1. Enter the Actual Time received from the completed Tech Card.
  2. Enter the Book Time that will be billed to the customer.
  3. Click the Update button.

3 Technician Time Card Entry- Book and actual time.png

 

 

Note: Once you have added the time you can transfer the notes from your technician to the Repair Order such as Cause, Correction and parts used.