Field Clock-In
Field Clock-In gives dispatchers a live view of who is on site, when each technician arrived, and how long each visit took.
Crews can clock in with job, customer, site address, notes, and GPS details, then clock out when the job-site visit is done.
When to use this
Use Field Clock-In when your team needs to:
- See which technicians are currently on site without calling or texting the crew.
- Track arrival and departure times against a job, customer, or service address.
- Keep a searchable history of completed visits for billing, payroll review, or customer follow-up.
- Capture GPS coordinates at clock-in and clock-out when the browser/device allows location sharing.
- Auto-close forgotten open punches after a policy-defined cutoff.
Before you start
- Confirm Field Clock-In is included in your ToolbagCRM plan and enabled in Settings → Features.
- Decide whether technicians must choose a job or task before clocking in.
- Decide whether GPS should be required. If it is required, technicians need location sharing enabled on their device/browser.
- Set your auto clock-out cutoff so abandoned punches do not stay open overnight.
- Tell supervisors who is allowed to edit or delete clock entries after the fact.
Clock in a technician
- Open Field Clock-In from the ToolbagCRM sidebar.
- Click Clock In.
- Enter the technician name. Add the job/task, customer, site address, and arrival notes when they are useful for dispatch or review.
- Allow location access if GPS capture is expected for your team.
- Click Clock In to create the on-site entry.
The On Site tab shows active entries with an elapsed timer. Dispatchers can search by technician, job, customer, or address and use Clock Out when the visit ends. Completed entries move to the History tab with their recorded duration.
Dashboard counts
Field Clock-In shows five summary cards at the top of the workspace:
| Count | What it means |
|---|---|
| On Site Now | Open clock-in entries that have not been clocked out yet. |
| Clocked In Today | Technicians who have clocked in during the current day. |
| Completed Today | Visits that were clocked out today. |
| Hours This Month | Total completed field-clock hours counted for the current month. |
| Avg. Visit Duration | Average completed visit length this month, shown in minutes or hours depending on the value. |
Use these cards during morning dispatch and end-of-day review: On Site Now catches active crews, while Completed Today and Hours This Month help supervisors spot missing clock-outs before payroll or billing review.
Review and correct entries
Use the History tab to review completed visits. Each row shows the date, clock-in and clock-out times, technician, job/customer context, address when provided, and duration.
If a punch was entered incorrectly, use the edit action to correct the technician, job/customer details, address, notes, or clock-in/clock-out times. Delete entries only for true mistakes; for normal corrections, editing preserves the visit record more clearly for office review.
Settings
Administrators can open the Field Clock-In setup page from the plugin settings link. Current settings include:
- Require GPS: reject clock-ins that do not include location coordinates.
- Geofence radius: store the expected job-site distance policy. The current product stores this value for reporting/policy display while full site-coordinate enforcement is still dependent on jobs having coordinate anchors.
- Require job selection: require a job or task before a technician can clock in.
- Auto clock-out after: close entries left open longer than the configured number of hours. The default is 12 hours; setting it to 0 disables the automatic cutoff.
Tips
- Start with GPS optional for a small crew, then turn on required GPS after technicians understand the workflow.
- Keep job/customer details consistent so history search remains useful.
- Review open entries before the end of each day instead of relying only on auto clock-out.
- Limit edit/delete permissions to supervisors or office staff who handle time corrections.
Troubleshooting
A technician cannot clock in
Check whether your setup requires GPS or job selection. If GPS is required, the technician must allow location sharing and use a browser/device that can provide coordinates. If job selection is required, add the job/task details before saving the clock-in.
Someone forgot to clock out
If the entry is still open, clock it out from the On Site tab or edit the entry with the correct departure time. For future mistakes, review the Auto clock-out after setting so stale entries close at your policy cutoff.
The geofence radius did not block a punch
The radius value is currently stored for policy/reporting. Full distance enforcement depends on job-site coordinate anchors, so use GPS-required clock-ins and supervisor review until that enforcement is available on your account.