With the new Buildxact Timesheet functionality, timesheets can be created from the Buildxact Onsite app and approved within the Buildxact webapp. Costs are recorded directly into the associated job within Buildxact.
How do I create a timesheet?
Open the Buildxact Onsite app. The homepage will display a Create Timesheet tile (shown below). Click on this tile to open the Create Timesheet function.
When creating a timesheet, you'll have the opportunity to enter:
Start/end time and date related to the work session.
Job, Category, Item and notes related to the project.
Once these fields have been populated, you can create the timesheet.
How do I create a Work Order from Timesheets within Buildxact?
Once a timesheet is created from the Onsite app, you can create a Work Order to add the costs to your project.
Navigate to Buildxact Imported Timesheets, within Jobs.
Confirm the Job is correct, update if needed.
Confirm the Category is correct, update if needed.
Confirm the Item is correct, update if needed.
Select the pay rate for the particular contact. You can go directly to your contact's pay rates to edit any details by clicking the edit icon.
Click Create work order.
How do I set up Contact Pay Rates?
Each contact can have their own unique set of Pay Rates which are used to apply costs for work order creation.
Payrates can be set in the 'Contacts' area of Buildxact:
1. Select the Contacts Tab and select the relevant contact.
2. Select the 'Pay Rates' tab.
Each Pay Rate can have a Description, Rate and a Default set.
How do I view my timesheet history?
Click on History in the top right corner of your Onsite app screen to see all the timesheets you’ve submitted.
Select any entry to open its full details - hours, cost category, notes, and approval information. A status icon helps you track progress at a glance:
Green - Approved
Orange - Pending approval
Grey - Ignored / not approved
What if I don't want to use the Onsite App?
Not using the Buildxact Onsite app? No problem - open the Imported Timesheets page, under Jobs, and select the Buildxact Timesheets tab. Click Manual Work Order.
Enter the required details to create the timesheet and work order directly in the Buildxact web app.
Can I add breaks to my timesheets and work orders?
Add breaks to your timesheets and work orders in the Buildxact webapp and the Onsite app by following these steps:
Navigate to Jobs, in the left-hand menu of the webapp, and click on Imported Timesheets/Buildxact Timesheets.
Select an existing timesheet or click on Manual work order to create a new work order/timesheet.
3. On the manual work order form, select Add Break.
4. You can add up to three separate breaks. Time is entered as minutes which can be selected from the drop-down menu or manually typed.
To add breaks to timesheets within the Buildxact Onsite App, follow these steps:
From within the Onsite app, select a timesheet or click on Create Timesheet. Click on Add Break.
Include breaks and times in the relevant boxes and click Save.
