The Customer Timer and Workdiary Ecosystem: Integrated Time Tracking and Customer Auditing
The Customer Timer and Workdiary system is a unified time-tracking solution that allows organizations to manage, categorize, and audit labor hours per client through a centralized database. The workflow is driven by a two-step configuration that establishes mandatory work durations and specific service categories—such as "Development" or "Support"—which then populate dropdown menus across the entire application. Users can initiate real-time tracking via a live timer available in the global header or directly from a single customer’s profile page, where an "At Work" badge indicates active sessions. For historical management, the Workdiary page allows managers to select a user and a date to view a complete listing of logged hours, providing a dedicated modal to manually add, edit, or delete entries as needed. By synchronizing these interfaces, the system provides a multi-dimensional view of productivity, allowing managers to monitor live work status, perform date-specific audits for individual team members, or export comprehensive labor reports for specific customers.
Accessing and Configuring Customer Timer Working Settings
To reach the Customer Timer Working settings and understand the full configuration process, follow these detailed steps based on the system documentation and interface screenshots:
How To Load This Modal?
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Step 1: Configuring Customer Working Timer Settings
The initial step in the setup process focuses on defining the mandatory rules for how work time is logged against customers.
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Core Configuration Options
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Actions to Finalize Step 1
To save your progress and move forward, use the following buttons:
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Submit: Click this button to save these enforcement rules to the current user's profile details.
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Next →: After clicking submit, click the Next button in the bottom right corner to proceed to Step 2, where you will define specific work categories.
Step 2: Configuring Customer Timer Categories
The second step of the configuration allows organizations to create a standardized list of work types used for tracking and reporting purposes.
Why Add These Categories?
The primary reason for "Adding" these categories is to provide the facility for users to select their specific work type when starting a task. When a user initiates a live session via Start Work they select a category to define the work being performed.
Purpose and Functionality
- This step defines the specific Categories that will appear in dropdown menus across the platform whenever time is logged:
- Standardized Logging: Categories like "Regular Hours," "Weekend Hours," or "On-Site Visit" ensure all team members use consistent labels for their work.
- Global Integration: These categories automatically populate the Category dropdown in the live Start Work timer and the manual Working time forms in the Workdiary.
- Organizational Level: This list is stored at the organization level, providing a uniform structure for the entire team.
Managing the Category List
The interface provides tools to build and maintain your list of work types:
- Add Category: Click the "+" icon in the top right of the modal to create a new category name.
- View List: All existing categories are displayed in a table with a Name column.
- Delete Category: Use the trash icon in the Action column to remove a category that is no longer needed.
Real-Time Labor Monitoring: Initiating and Managing the Header Timer
The header functionality allows users to initiate and manage live work sessions for specific customers from any page within the application.
Starting a Session
- Header Button: Click the Start Work button (green play icon) located in the top navigation bar to begin.
- Customer Timer Modal: A popup window appears requiring two main inputs:
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Customer Name: Select the specific client you are working for.
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Category: Choose the type of work (e.g., "Regular Hours") from the dropdown menu.
Activation: Click Submit to trigger the live counter.
Managing an Active Timer
- Live Indicators: Once started, the header label changes to Stop work with a red icon, and a live Entry Time counter displays the elapsed duration.
- Ending Work: Click the Stop work button to finalize the session.
- Session Notes: Before closing the log, a Note modal appears where you can describe the work performed during that session.
- Finalizing: Click Stop in the note modal to save the record to the database for reporting.
- Header Timer Permission
- Navigation Path:
Settings → Biz1 Settings → Module → Client Timer
- Description:
- The Client Timer module controls whether the Customer Timer feature is visible and usable from the system header.
Single Customer Page: Real-Time Time Tracking Process
Tracking labor directly from a customer's profile ensures that time logs are automatically linked to the correct client.
Step 1: Start Tracking
- Locate Button: Find the "At work" button (green play icon) under the customer's contact details.
- Action: Click it to open the tracking options for that specific client.
Step 2: Choose or Create Category
- Select: Pick an existing category (e.g., "Regular Hours") from the dropdown.
- Add New: Select "Add new" directly from this menu to create a work type without leaving the page.
- Submit: Click Submit to trigger the live timer.
Step 3: Monitor Live Timer
- Status: The button changes to "Stop work" with a red icon.
- Sync: A live Entry Time clock appears in the global header.
Step 4: Stop and Save
- Stop: Click the red "Stop work" button.
- Note: Type a description of the work in the popup Note modal.
- Finalize: Click Stop to save the log to the Workdiary and customer history.
Manual Working Time Entry Process
If you miss starting a live timer, you can manually record work sessions through the customer's profile.
1. Accessing the Manual Add Feature
- Navigate: Go to the Single Customer Page and select the Working Time tab from the sidebar.
- Add Button: Click the black "+" (Add) button located on the top right of the working time table.
2. Filling the Manual Entry Form
A modal will open where you must enter the following details:
- User Selection: Choose the employee who performed the work from the dropdown.
- Start and Stop Time: Select the specific date and exact times for when the work began and ended.
- Category: Select the work type from the dropdown menu.
- Inline Addition: Just like the live timer, you can select "Add new" directly from this category dropdown to create a new work classification immediately.
3. Finalizing the Record
Submit: Click the Submit button to save the record.
Verification: The new entry will appear in the list, showing the Start, Stop, and calculated Total Time.
Reporting: These manual logs are included in the Total Time calculation at the bottom of the table and can be exported using the Export Excel button.
Work Diary: Managing User Labor Logs
The Work diary provides a centralized location for managers to audit and manually adjust time logs for all team members.
Step 1: User Selection and Listing
- Accessing the Diary: Navigate to the Work diary page to see a comprehensive list of all employees.
- User Overview: This high-level table displays each user's summary for the month, including their Total Hours, Extra Hours, and Salary.
- Initiate Review: Click on a specific User Name (e.g., "User" or "Alpha Dude") to drill down into their individual daily records.
Step 2: Daily Performance Calendar
After selecting a user, the system displays their specific monthly activity view:
- Date Listing: A vertical list shows every day of the selected month.
- Daily Status: Each row displays the Entrance and Exit times recorded for that specific date.
- Detailed View: Click on a specific Date (e.g., "02-02-2026") to open the detailed breakdown of all customer work performed on that day.
Step 3: Customer Working Time Management
Clicking a date opens the Working time modal, showing every individual session logged for that user on that day:
-Session Details: The table lists the Customer Name, Entrance/Exit times, Total Hours, and the specific work Category.
Manual Controls:
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Add (+): Click the black "+" button in the top right to manually create a new labor log if a session was missed.
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Edit: Click the orange pencil icon in the Action column to modify existing session times, categories, or notes.
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Exporting Data: Click the Export button to download the displayed daily work list into an Excel file for billing or payroll.
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Delete: Click the red trash icon to permanently remove an incorrect or duplicate time log.
