Configuring Time Recording for Field Service

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Configuring Time Recording for Field Service

    This feature allows Field Service agents to efficiently record time worked on tasks and other activities, generating time cards and time sheets for managerial approval. Configuring time recording is optional but reduces manual time tracking for agents, enhancing overall productivity.

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    Key Features

    • Automatic generation of time cards and time sheets based on recorded time entries.
    • Agents can log time from the Work Order Task form and the Time Worked form for various activities.
    • Integration with Cost Management enables managers to create and manage rate types and labor rate cards.
    • Agents can modify recorded hours even after time sheets are approved, which triggers a review process.
    • Management can view and approve time worked records, time cards, and time sheets within their teams.
    • Time Sheet policy can be customized to control the auto-creation of time cards for specific users.
    • Field Service view tailored for agents and managers removes unnecessary UI actions and displays pertinent information.

    Key Outcomes

    By implementing this feature, organizations can streamline time tracking for Field Service agents, reduce administrative overhead, and ensure accurate labor cost management. The configuration steps include activating the time recording feature, installing the relevant plugin, and creating specific time recording categories to track different types of work, such as training. This structured approach facilitates better resource allocation and project budgeting.

    Agents record time worked on tasks and activities. Time recorded entries automatically generate time cards and time sheets for approval by managers. Configuring time recording is optional, but will save Field Service agents from having to record their time manually.

    The time recording feature extends the functionality of the Time card management application to Field Service Management. Agents can record time worked on tasks from the Work Order Task form and time spent on other activities, such as meetings or training, from the Time Worked form. Time worked entries automatically create time cards for each selected work category. Time cards are automatically included in a weekly time sheet.

    The time recording feature also extends the functionality of the Cost Management application to Field Service Management. Managers can view and create rate types and labor rate cards and also view expense lines. Time sheets use labor rate cards to determine costs.

    Agents can modify the hours recorded on time cards. Once a time sheet is approved and a time card is processed, the agent can still go back and modify the time worked. The time sheet reverts to the Pending state and new time cards are created. If an agent adds more time worked records to an approved time sheet for the same week, a new time sheet record is created for the current week.

    Managers can view time worked records, time cards, and time sheets for agents in their assignment groups, as well as approve and reject time sheets. After a time sheet is approved, the system processes the time cards and uses rate cards based on the time card category to create expense lines.

    Time Sheet policy

    For users with the wm_agent role, creating time worked records automatically creates or modifies time cards regardless of the setting for the com.snc.time_card.time_worked system property. The Time Sheet policy controls this functionality. The administrator can disable the auto creation of time cards for a specific user with the wm_agent role by creating a separate Time Sheet policy for that user.

    Field Service view

    The Time Card form and the Time Sheet form have a Field Service view. For users with the wm_agent and wm_manger roles, this view:
    • Removes the Generate Time Cards UI action.
    • Displays the Time Worked related list on the Time Card form.

    Configuration overview

    The steps for setting up Time Recording for Field Service are:

    1. Activate Time Recording for Field Service

      Install the Time Recording for Field Service plugin (com.snc.wm_time_recording) for if you have the admin role.

    2. Configure time recording categories for Field Service Management

      Create time recording categories to accurately track the work that Field Service technicians do. For example, you may want to create a category called Training if there are regular trainings technicians complete.