Comparison

The module's workflow includes:

- Task Management — Team tasks, assignments, and communication

- Time Tracking — Clock in/out and work hour tracking

- Checklists — Customizable checklists for field operations
 
Feature List

⏱️ Time Tracking & Payroll
 

• Mobile clock in/out — Technicians clock in for work, leave for jobs, arrive at jobs, leave jobs, and return to shop — all from their phone
   

• GPS punch verification — Every clock event captures GPS coordinates; entries flag when punched far from the shop or job site
   

• Crew & team tracking — Record team size, collaborating technicians, and multi-person crews per job

• Still Clocked In widget — Real-time view for managers showing who's currently on shift
   

• Time tracking dashboard — Per-technician stats
   

• Time reports — Daily and weekly views with date presets (Today, Yesterday, This Week, Last Week) and custom date ranges

• Bonus target tracking — Configurable bonus targets per role/crew; revenue-per-hour measured against targets
   

• Full audit trail — Every time entry edit is logged with old/new values, who edited, their role, and a timestamp (TimeEntryAuditLog)
   

• Payroll reports — Generate payroll reports by date range with per-employee breakdowns
   

• Exportable payroll sheets — PDF/CSV per-employee payroll sheets for final pay period reporting
   

✅ Task Management

• Task creation & assignment — Create tasks, assign to individual technicians or department groups, set priority (urgent, high, normal, low)
   

• Department routing — Tasks can be routed to departments
   

• Kanban board view, List View
   

• Task detail dialog — Full task details with description, assignee, priority, due date, and status
   

• Task messaging — Office-to-technician messaging thread attached to each task; "Text Technician" button for direct SMS
   

• Task activity log — Every task status change and assignment is logged with who did it and when
   

• Task assignment alerts — Automated notification to a technician when a task is assigned to them
   

• Task comments — Threaded comments and messages on each task for ongoing communication
   

• My Tasks view — Technicians see only their assigned tasks; managers see the full board
   

📋 Checklists
 

• Custom checklist creation — Build checklists with any number of line items, each with its own label
   

• Reusable templates — Save checklist templates and generate new checklists from them with one click
   

• Category-based routing — Categorize checklists as Office, Technician, General, Office Opening, Office Closing, Warehouse Opening, or Warehouse Closing
   

• Role-based assignment — Assign checklists to Technicians, Managers, or Admins as a group, or to an individual user
   

• Due dates & submission — Set due dates; technicians submit completed checklists back to the office

• Per-item notes — Add contextual notes to each checklist line item
   

• Submission tracking — Track who submitted, when, and the completed status (Pending, In Progress, Completed)
   

• Manager submission alerts — Automated notification to managers when a checklist is submitted
   

• Checklist statistics — Dashboard showing completion rates and pending items
   

📄 Document & Form Tools (bundled)
 

• Document scanner — Scan and attach documents/paperwork to work orders directly from the checklist dashboard
   

• Custom forms — Build custom forms with a form builder; collect submissions and route them to departments with automated notifications