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The CW Late Time Entry Analysis Application application is a package of bots and widgets powering up reports relating related to Late Time Entry so that . With this app, you can easily monitor your time entry metrics by the company or individual level and how to act on when issues . As a result, you'll know how to resolve late time entry issues when they arise.
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How to access the the report:
ConnectWise Late Time entry Analysis
Why are "late time entries" a problem for MSPs?
Late time entry happens when an employee finishes a job but doesn't add the time entry right before after he or she finishes the task.
Here are a couple of problems that could happen when employees add their time entries too late:
- When
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- employees wait too long to log
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- their time
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- entries,
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- they forget about
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- the details of the ticket, affecting the accuracy of the time entry such as
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- what happened, when it happened, and how long it took to complete. Since some of the very important KPIs like utilization and agreement profitability heavily rely on an accurate time entry, the accuracy of those KPIs will be affected too.
- If the clients or other employees
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- want to
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- know what happened to certain tickets, and the employee who did the job didn't
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- log the time entry
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- on time, it will be difficult for the clients and other employees to understand
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- what happened to the ticket and what needs to be done next.
How
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to review your techs' late time entry records
Click here to access the ConnectWise Late Time Entry Analysis app where you can review your technicians' late time entry records. You can view the late time entry records of your company or the users. To do this, go to the ConnectWise Late Time Entry Analysis app, point to Reports, and then select either of the following
Please review the report here, please change the following settings here:
- CW Late time Entry Setting
Select the users that should be excluded from the late time entry report, they will not be showing up in the late time entry report.
You can find out via these two reports:
- ConnectWise Late Time Entry Report - Company
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- . Select this option to view a detailed analysis of the overall late time entry for
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- your company.
- ConnectWise Late Time Entry Report - User
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- . Select this option to view a detailed analysis of late time entry issues per employee.
For detailed information about each report, please review this presentation:
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On the CW Late Time Entry Settings page, you can also set up CW Late time Entry Setting. In the CW Late time Entry Setting pane, select the users or work types that should be excluded from the late time entry report.
How to use bots to solve late time entry issues
To help you solve
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We have three bots developed for this purposethe late time entry issues of your MSP, we developed the following bots:
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- . This bot alerts users whenever they log a time entry
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- after their scheduled ticket end day and time.
- ConnectWise Late Time Entry Ranking praising Bot
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- . This bot sends an alert to the service channel to praise the top 3 best technicians every Monday.
- Weekly Admin Late Time Entry Reporting Bot
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- . This bot sends you an email every Monday about your MSP ranking of the issue.
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Settings Tab
The settings page is where the On the Settings page, account administrators can configure do the following configurations to the report to:
- Exclude specific users that who are not required to have time entries.
- Set the number of minutes past the ticket's scheduled end time that is considered late
Exclude Users
To exclude the time entries of specific users , click from the reports, follow these steps:
- In the CW Late Time Entry Settings pane, select the Exclude member drop-down
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- list.
- Select the users that you want to exclude from the late time entry reports.
- After selecting the users you want to be excluded,
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- click
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- Submit
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- .
Set Late Time Entry Threshold
By default, any time entries past the ticket due date and time are considered late. The account administrator can update how many minutes is considered late by changing the value on in the How many minutes past ticket schedule end time is late? field box.
Common Reasons
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Why Techs are
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Bad at Late
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Time Entry
Here are the common reasons why technicians are prone to late time entries:
They didn't know that it is required.
Solution:
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Make sure the
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technicians are reading the messages
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sent by the bots. If the data
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in the Read column for the last 7 days is
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0
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, that means
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the technicians didn't know what happened.
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They don't understand the message and don't know what to do.
- Go through the training
Solution: Let the technicians undergo training.
They are
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too busy.
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Solution: Encourage your technicians to finish a one-time entry before moving on to the next task. Remember, if it is not in
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ConnectWise, it didn't happen.
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More importantly, writing the time entry is part of the job
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.
They are
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not allowed to do it
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on-site.
Solution: Set expectations with your client that it is a part of
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the job to log time entries right after you
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finish a task. It would benefit them as well when the details and the time billed to them are accurate.
Tip: Use the ConnectWise mobile app to log your time entries when you're on the go.
Feedback and Customer Help
If you have any suggestions about what kind of reports or bots we should change or add improve or if you want to request a bot to help you solve your late time entry issues in your MSP, please send an email to to support@mspbots.ai.
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