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Managing multiple employees time on a service order or appointment

  • August 26, 2025
  • 3 replies
  • 78 views
L
Freshman II
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What is the best process of handling multiple employees on the same appointment in regard to documenting their time

Best answer by smuddurthi81

​@lewisad Use the Service Management Appointment Staff tab → add all employees working on that job → have each one enter actual time (either via the appointment form or the mobile app). This ensures accurate tracking for payroll, costing, utilization, and billing.

3 replies

S
Varsity I
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  • smuddurthi81
  • Varsity I
  • Answer
  • August 29, 2025

​@lewisad Use the Service Management Appointment Staff tab → add all employees working on that job → have each one enter actual time (either via the appointment form or the mobile app). This ensures accurate tracking for payroll, costing, utilization, and billing.

Suryanarayana
vdiaz
Chris Hackett
dcomerford
Captain II
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  • dcomerford
  • Captain II
  • August 29, 2025

Agree with ​@smuddurthi81 you can assign all the mechanics who you want to work on the job on the Staff Tab although you dont need too this is more for use in allowing employees to see their job.

Once the time is entered in the log by employee either on the mobile app or desktop then you will get what you are after.

Dermot Comerford
vdiaz
Chris Hackett
vdiaz
Acumatica Moderator
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  • vdiaz
  • Acumatica Moderator
  • September 3, 2025

​@lewisad Hi! There are controls on the Service Order Types screens that automate some actions and may help to log the time against the appointment. You can find advise on setting this up here:

 

Valentina
Chris Hackett
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