Sales reps clock in when they start working and clock out when they finish, right in the LodDepot mobile app. Each shift keeps the time and, when the phone allows it, the location. In the Portal you see every shift, the first and last order of the day, and a report of worked hours with averages.
Requires the LodDepot mobile app version 0.5.14 or later.
Only the users with Report Work Hours checked get the time card in the mobile app. A user who was already signed in to the Portal sees the change after signing in again.
When the rep clocks in the next time, the forgotten shift is closed automatically at the time of the last order of that shift (or at its clock in time when there was no order). The shift is marked No clock-out so a manager can check and correct it.
Open Reporting, Sales-Rep Time Cards. Choose a sales rep (or All reps) and a date range. The list shows the date, clock in, clock out, worked hours and a status:
Switch Show to Per Day to see one line per sales rep and day instead (clock in, clock out, worked hours, first and last order, orders, amount and average order time), the same as the Per Day view of the Sales-Rep Work Hours report.
Click More, Save List to Excel to download the shifts (or the Per Day lines) of the current filters, for example for payroll.
| User | Sees | Can change |
|---|---|---|
| Administrator | Every shift | Add, correct and delete shifts |
| Manager | Every shift | Nothing (read only) |
| User with Report Work Hours checked | Own shifts only | Nothing (read only) |
As an administrator, select the shift and click Edit, or click Add Shift for a missing day. Enter the clock in date and time and the clock out date and time (leave the clock out empty while the shift is still open), add a note if needed and save. LodDepot does not accept a clock out before the clock in, a clock in in the future, or a shift that overlaps another shift of the same rep. A shift corrected by an administrator is not changed later by the mobile app.
Open Reporting, Sales-Rep Route Log and choose a sales rep and a day. When the rep used the time card that day, the day summary shows Clock in, First order, Last order, Clock out and the worked time, and the map shows where the rep clocked in and out.
Open Reporting, Reports and run Sales-Rep Work Hours in the Sales Reps & Staff group. Choose the date range, a sales rep or all, and Show:
Avg Order Time needs Collect Sales-Rep Location turned on in Settings and leaves out orders that stayed open more than 4 hours. The Notes column points out days with no time card, a missing clock-out or a shift closed automatically. The report includes the users with Report Work Hours checked and is available while Sales-Rep Time Card is turned on in Settings.