Time tracking at estimate line items

In a larger job it can make sense to record time not only generally on the job, but to run it against the line items described in our estimate.

If this feature is enabled, it can be set directly on a line item or group of line items whether they should be available for time tracking.

Under Settings > Finance > Estimate you can define under which conditions the line items of an estimate are offered - this concerns the status of the estimate. In addition to the status of this document, the status of the job is also a prerequisite. The job status must be set to "active" or "to be billed".

In the settings of a job, all estimate line items of a job can also be configured at a glance for time tracking in the "Time Tracking" section - even if there are multiple estimates in the job.

How to do this and further details can be found here:

Time tracking at job milestonesJob settings: time tracking

Troubleshooting: I cannot record time on estimate line items

• Is the job status "active" or "to be billed"?

• Is time tracking enabled in the job under the Settings tab in general?

• Is the estimate line item enabled for time tracking?

• Am I authorized to see the job and the customer account (in the job and customer account under the Settings and Access Rights tabs)?

• Is the estimate status included in the list that is allowed for time tracking under Settings > Finance > Estimate?

• Am I generally authorized to use job time tracking?