TUTORIAL 14 · FIELD OPERATIONS

Configuring Field Attendance & Geo-Tracking

Get every technician checking in from their phone, with location verified automatically - so billable hours are accurate without a single phone call at the end of the day.

CrmLeaf TeamUpdated July 202620 minHR & Operations Admins

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Enable Mobile Attendance

Why it matters: Attendance tracked from a phone call at day's end is attendance that gets forgotten or rounded - mobile check-in fixes the habit, not just the record.
  1. Go to HRMS → Attendance → Settings
  2. Toggle on Mobile Check-In/Check-Out
  3. Confirm the CrmLeaf mobile app is installed on each technician's device
WHAT YOU SEE WHEN DONEA test check-in from the mobile app appears in the Attendance dashboard.

Turn On Geo-Tracking

Why it matters: Geo-tracking is what actually verifies a technician was on-site - without it, mobile check-in is just a faster way to self-report.
  1. Under Attendance → Settings, toggle on Geo-Tracking
  2. Set the acceptable radius around a project site for a valid check-in
  3. Confirm technicians have granted location permission to the app
WHAT YOU SEE WHEN DONEA check-in outside the acceptable radius is flagged for review.

Set Technician Work Hours & Shifts

Why it matters: Defined shifts are what let CrmLeaf flag a late check-in or an early check-out automatically, instead of a manager noticing weeks later.
  1. Go to HRMS → Shift Roster
  2. Create shift templates matching your team's actual working hours
  3. Assign each technician to their shift
WHAT YOU SEE WHEN DONEEvery technician shows an assigned shift on the roster.

Set Resource Hourly Rates

Why it matters: Without a rate on file, logged hours can't be marked billable - this is the link between attendance and invoicing.
  1. Go to HRMS → Employee Salary
  2. Set each technician's resource hourly rate
  3. Mark whether their standard hours are billable, non-billable, or a mix by task type
WHAT YOU SEE WHEN DONEEvery field technician has an hourly rate configured.

Review a Technician's Check-In Log

Why it matters: Spot-checking the log regularly catches a pattern - a chronically late check-in, a mismatched location - before it becomes a bigger issue.
  1. Go to HRMS → Attendance → Logs
  2. Filter by technician or date range
  3. Review check-in/check-out times against the assigned shift
WHAT YOU SEE WHEN DONEYou can see a technician's full check-in history with location data for each entry.

Mark Logged Time as Billable

Why it matters: This is the step that turns attendance data into revenue - hours logged but never marked billable are hours you're not collecting on.
  1. Open a technician's timesheet
  2. Confirm hours are tagged to the correct Project and Task
  3. Mark applicable hours as Billable before the invoicing cycle runs
WHAT YOU SEE WHEN DONEBillable hours appear correctly on the linked project's cost tracking.

Handle a Missed Check-Out

Why it matters: A missed check-out left uncorrected either overstates or understates billable hours - neither is acceptable on a client invoice.
  1. Filter Attendance Logs for entries with no check-out time
  2. Contact the technician to confirm their actual end time
  3. Manually correct the log with a note explaining the adjustment
WHAT YOU SEE WHEN DONENo attendance log is left with a missing check-out beyond the same working day.

You've completed this tutorial

Field attendance is live. Next: make sure support tickets are just as well tracked.

Next: Ticket Module Setup

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