Everything you need to install, set up, and use the Timesheet Addon.
The Timesheet Add-on allows ServiceM8 users to record, review, and approve staff timesheets directly against ServiceM8 jobs. Staff can quickly log their work hours, while managers can review and approve timesheets before payroll processing.
Key features include:
Follow the steps below to install the Timesheet Add-on.
Step 1 — Install the Add-on
Once installed, the add-on will be connected to your ServiceM8 account.
After installation, complete the initial setup.
Step 1 — Open the Add-on
The add-on will automatically connect to your ServiceM8 account.
Step 2 — Sync Staff Members
The add-on automatically retrieves staff members from ServiceM8.
If a staff member is missing, ensure they exist in ServiceM8 Staff Settings and then select Sync Staff to bring them across to the Addon.
Step 3 — Assign Staff Roles
Each staff member that requires access to the addon must be assigned a role.
Save your changes once roles are assigned.
| Role | Permissions |
|---|---|
| Employee | Can submit and edit their own timesheets |
| Manager | Can review and approve selected staff timesheets |
| Administrator | Full access to system settings and approving all timesheets |
Staff can record their work hours by submitting a timesheet entry.
Step-by-step instructions
Once submitted, the entry will be sent for manager approval. If additional entries are required per day, select the "+" at the end of the day to add another time entry for that day.
Staff can review previously submitted timesheets.
Timesheets will show one of the following statuses:
| Status | Meaning |
|---|---|
| Draft | Timesheet not yet submitted by employee |
| Submitted | Awaiting manager approval |
| Approved | Approved and locked |
Timesheets can be edited before they are approved.
Once approved, entries can only be edited by administrators.
Managers can review submitted timesheets.
To approve a timesheet
The timesheet will now be locked and marked as approved. On approval the timesheet data is automatically synced into ServiceM8, and a note is created on the job card associated with the time entry, showing the changes made to that job's check-in data. Once a timesheet is approved, only an admin can un-approve it for additional editing. On approval, a new sync to ServiceM8 will be automatically completed.
The Timesheet Add-on can be used on mobile devices. It is accessible through:
The interface automatically adjusts for mobile screen sizes.
Job not appearing when searching
Ensure:
Unable to submit a timesheet
Check that:
Staff member missing
Ensure the staff member has been created in ServiceM8 Staff Settings and Sync Staff has been selected.
If you require assistance with the Timesheet Add-on, please contact support.