Appointment Travel Time and Signatures

Also, check the workflow.  You should be able to track travel after an appointment is complete.  So, tech depart/arrive when on their way, then they can complete the appointment and click depart/arrive again.

A decision has to be made for how travel time is logged to an appointment and charged to the client if the tech has more than one appointment in a day.  Is the travel charged/logged when the tech is on the way to each appointment?  Then at the end of the day, is the time charged to the last appointment?

​@bduprey19  Yes — it’s possible to track both travel to and from the appointment by using the Depart and Arrive action (since actions are available after the appointment is completed).

Technicians can log travel time after completing the appointment, and you can decide which of those travel entries should be billed using the Billable checkbox on the travel line (or service) in the Service Order.

There’s no built-in configuration to automatically determine which trips are billable; this is typically managed as part of the company’s internal process — through technician training and review by the clerks who prepare the service orders for billing.

We kept the options open intentionally, since different companies handle travel charges differently. Some only bill travel to the appointment, others bill from the appointment, and some bill both. The same flexibility applies to tracking travel time and cost.

So, to answer your question —

“If a tech visits several customers in a day, how should travel time be tracked and charged fairly — especially the travel after the last appointment?”

That depends on your company’s policy. The system provides the flexibility to support all these scenarios; it’s up to each organization to decide which approach best fits their operations.