This article will cover the following processes:
Dealership Setup
Setting the Technician Pass Code
Technician access permissions
Using the Time Clock Feature in the Repair Order
Editing the Time Clock in's and outs as a manager
Printing
Reports
- Navigate to your User Initials in the top right corner of DX1.
Select Dealership Settings from the right hand navigation menu
3. From the left hand navigation menu, select Time Clock.
4. From the Time Clock page: use Time Clock at the top of the page.
Once both Time Clock and Technician Time Clock have been enabled, you will need to setup each technician with a passcode in order to use Technician Time Clock.
*If the technician is already using your dealerships hourly Time Clock within DX1 you can skip steps 5-9.
Setting up your technician passcode
5. While still in Dealership Settings, navigate to Time Clock from the left hand navigation menu.
6. Type in the name of the User you want to setup, and select the Search button, or Enter from your keyboard.
7. From the grid, select the desired User.
8. Have the Technician enter a unique passcode that they will remember. This will be used each time they clock-in and/or clock-out from a job.
9. Select the Save button.
*Complete steps 8 and 9 for each technician that will use the Technician Time Clock feature.
We realize that your dealership may have both “Hourly” and “Flat Rate” technicians. Please follow the steps below to manually enter hours worked onto repair orders for technicians who will not be using the Technician Time Clock feature.
If all of your technicians will use the Technician Time Clock feature, skip steps 10-15.
Setting up your technician access permission
10. Navigate to your User Initials in the top right corner of DX1.
11. Select Users from the right hand navigation menu.
12. Type in the name of the user you want to exclude from using Technician Time Clock and select the Search button or Enter from your keyboard.
13. From the grid, select the desired user.
14. Uncheck the setting for Technician Time Clock.
15. Uncheck the setting for Edit Technician Time Clock.
*By default this will only be checked for Manager Roles.
*By enabling this checkbox you are giving the employee the ability to edit the Technician Time Clock.
16. Select the Save button.
Technician Usage
17. From the Left Hand Navigation
or
18. The DX1 Dashboard, navigate to and select the Service Sales tile
19. Search for and select the Repair Order you would like to Clock-In on
20. Once you have the Repair Order open, select the Labor tab for the job that you want to Clock-In on.
21. Select the Time Clock icon next to the Technician
22. Enter your personal unique Passcode
23. Select the OK button or press Enter on your keyboard
24. Select the Clock-In button
You will be clocked-in and the Technician Time Clock Detail will automatically close
Once your work is complete or you are at a stopping point you will need to Clock-Out.
To Clock-Out you will follow steps 17-24. Step 25 will now have a Clock-Out button instead of the Clock-In button shown in step 24
25. Select the Clock-Out button
You will be clocked-out and the Technician Time Clock Detail screen will automatically close
In addition to the ability to Clock-In and Clock-Out from a Repair Order we have added a new Technician Time Clock tile on the Dashboard.
This new tile will allow you, as a Technician to view all of the Repair Orders you have been assigned to in once place.
*The new Technician Time Clock tile is meant to be used for Clock-In and Clock-Out functionality only, you cannot access the Repair Order from this tile.
26. Navigate to the New Technician Time Clock tile
27. Enter your personal unique Passcode
28. Select the OK button or press Enter on your keyboard
29. As a Technician, once you have entered your passcode you will see each Repair Order that you have been assigned too
30. From the Technician Time Clock Job List screen you are able to Search By:
Customer/RO# (default)
Job Name
Manufacturer
Model Name
Technician
Service Writer
VIN/HIN/SN
31. In addition you can filter the list by Status:
All (default)
Complete
In-Progress
Partially Complete
Waiting on Parts
32. You can also filter by Warranty R.O.’s
33. Once you have identifies the Repair Order you would like to work on, select anywhere in the line to Clock-In
34. Select the Clock-In button
You will be clocked-in and the Technician Time Clock Detail will automatically close
Once your work is complete or you are at a stopping point you will need to Clock-Out.
To Clock-Out you will follow steps 26-34 Step 35 will now have a Clock-Out button instead of the Clock-In button shown in step 34
35. Select the Clock-Out button
You will be clocked-out and the Technician Time Clock Detail screen will automatically close
Manager Usage - Editing Clock-In and Clock-Out Time and Date
We realize that accidents happen, technicians may forget to Clock-In or Clock-Out of a job from time to time and you need the ability to make adjustments quickly. This section will cover how to edit both Clock-In and Clock-Out Time and Date
36. From the Left Hand Navigation
or
37. The DX1 Dashboard, navigate to and select the Service Sales tile
38. Search for and select the Repair Order you would like to edit the Clock-In or Clock-Out Time or Date
39. Once you have the Repair Order open, select the Labor tab for the job that you want to Clock-In on.
40. Select the Time Clock icon next to the Technician
41.Enter your personal unique Passcode
42.Select the OK button or press Enter on your keyboard
43. You will notice that there is no Clock-In button
44. To edit the In Date or Out Date select the desired field with your mouse, enter the desired In Date or Out Date and press the enter or tab key on your keyboard to exit the field and save the change
Acceptable In Date and Out Date formats
MMDDYYYY
M/D/YYYY
MM/DD/YYYY
45. To edit the In Time or Out Time select the desired field with your mouse, enter the desired In Time or Out Time and press the enter or tab key on your keyboard to exit the field and save the change
Acceptable In Time and Out Time formats
HHMM (military hours)
HMM (military hours)
HH:MM (military hours)
46. When you are done editing the In Date or Out Date, In Time and Out Time make sure that you have exited the edited field (this will ensure that your changes are saved) and select the Cancel button
Printing
If a printed copy of the Clock-In and Clock-Out records for the Job is a part of your dealership process, you can print a detail of the Job from the Technician Time Clock Detail screen
47. Select the Print button
In addition to the ability to edit both Clock-In and Clock-Out Time and Date from a Repair Order we have added a new Technician Time Clock tile on the Dashboard. This new tile will allow you, as a Manager to view all Repair Orders with Technicians assigned to in once place.
*The new Technician Time Clock tile is meant to be used for editing Clock-In and Clock-Out functionality only, you cannot access the Repair Order from this tile.
Navigate to the New Technician Time Clock tile
49. Enter your personal unique Passcode
50. Select the OK button or press Enter on your keyboard
51. As a Manager, once you have entered your Passcode you will see each Repair Order that has been assigned to a Technician
52. From the Technician Time Clock Job List screen you are able to Search By:
Customer/RO# (default)
Job Name
Manufacturer
Model Name
Technician
Service Writer
VIN/HIN/SN
53. In addition you can filter the list by Status:
All (default)
Complete
In-Progress
Partially Complete
Waiting on Parts
54. You can also filter by Warranty R.O.’s
55. Once you have identified the Repair Order you would like to edit the Clock-In, Clock Out, In-Date or Out-Date on, select anywhere in the line to access the Technician Time Clock Detail
56. You will notice that there is no Clock-In button
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Acceptable In Date and Out Date formats
MMDDYYYY
M/D/YYYY
MM/DD/YYYY
58. To edit the In Time or Out Time select the desired field with your mouse, enter the desired In Time or Out Time and press the enter or tab key on your keyboard to exit the field and save the change
Acceptable In Time and Out Time formats
HHMM (military hours)
HMM (military hours)
HH:MM (military hours)
59. When you are done editing the In Date or Out Date, In Time and Out Time make sure that you have exited the edited field (this will ensure that your changes are saved) and select the Cancel button
If a printed copy of the Clock-In and Clock-Out records for the Job is a part of your dealership process, you can print a detail of the Job from the Technician Time Clock Detail screen
60. Select the Print button
Reports
In addition to the technician job printout we have added a new report that can be accessed from the Service Reports tile
61. From the Left Hand Navigation
or
62. The DX1 Dashboard, navigate to and select the Service Reports tile
63. Select the Technician’s Efficiency report from the list
Report Parameters
Date From: Date
Date To:
Technician:
[All] (default)
Individual Technician Name
Include Open Jobs
No (default)
Report will not include Jobs that have not been marked as Complete or Jobs on Repair Orders that have not been Completed
Yes
Report will include all Jobs (Complete and not Completed)
65.
Report Details
Technician:
List of one or more technicians for the given date range that have clocked in and out
Days Worked:
Number of days the technician clocked in and out on a job regardless of hours worked
Avg.Allocated Hours/Day:
Average number of hours worked per day
Total Hours Allocated:
Number of hours the technician was allocated to jobs in the selected Date range
Actual Hours Worked:
Number of hours the technician clocked-in and out on jobs in the selected date range
Technician Efficiency:
Hours Allocated / Hours Worked
Technician Cost:
Hourly rate for the technician
Total Cost:
Total of the technichans rate multiplied by actual hours worked
Total Labor Billed:
Total of the labor rate for the job multiplied by total hours allocated to the Technician
Total Labor Profit:
Total of the profit made on the job, total Labor Billed minus the Total Cost