Enable Mobile AttendanceTurn On Geo-TrackingWork Hours & ShiftsSet Hourly RatesReview Check-In LogsMark Time BillableHandle a Missed Check-Out
Enable Mobile Attendance
Why it matters: Attendance tracked from a phone call at day’s end is attendance that gets forgotten or rounded - mobile check-in fixes the habit, not just the record.
- Go to HRMS → Attendance → Settings
- Toggle on Mobile Check-In/Check-Out
- Confirm the OneSolar CRM mobile app is installed on each technician’s device
Result: A test check-in from the mobile app appears in the Attendance dashboard.
Turn On Geo-Tracking
Why it matters: Geo-tracking is what actually verifies a technician was on-site - without it, mobile check-in is just a faster way to self-report.
- Under Attendance → Settings, toggle on Geo-Tracking
- Set the acceptable radius around a project site for a valid check-in
- Confirm technicians have granted location permission to the app
Result: A check-in outside the acceptable radius is flagged for review.
Set Technician Work Hours & Shifts
Why it matters: Defined shifts are what let OneSolar CRM flag a late check-in or an early check-out automatically, instead of a manager noticing weeks later.
- Go to HRMS → Shift Roster
- Create shift templates matching your team’s actual working hours
- Assign each technician to their shift
Result: Every technician shows an assigned shift on the roster.
Set Resource Hourly Rates
Why it matters: Without a rate on file, logged hours can’t be marked billable - this is the link between attendance and invoicing.
- Go to HRMS → Employee Salary
- Set each technician’s resource hourly rate
- Mark whether their standard hours are billable, non-billable, or a mix by task type
Result: Every field technician has an hourly rate configured.
Review a Technician’s Check-In Log
Why it matters: Spot-checking the log regularly catches a pattern - a chronically late check-in, a mismatched location - before it becomes a bigger issue.
- Go to HRMS → Attendance → Logs
- Filter by technician or date range
- Review check-in/check-out times against the assigned shift
Result: You can see a technician’s full check-in history with location data for each entry.
Mark Logged Time as Billable
Why it matters: This is the step that turns attendance data into revenue - hours logged but never marked billable are hours you’re not collecting on.
- Open a technician’s timesheet
- Confirm hours are tagged to the correct Project and Task
- Mark applicable hours as Billable before the invoicing cycle runs
Result: Billable hours appear correctly on the linked project’s cost tracking.
Handle a Missed Check-Out
Why it matters: A missed check-out left uncorrected either overstates or understates billable hours - neither is acceptable on a client invoice.
- Filter Attendance Logs for entries with no check-out time
- Contact the technician to confirm their actual end time
- Manually correct the log with a note explaining the adjustment
Result: No attendance log is left with a missing check-out beyond the same working day.
You’ve completed this tutorial
Field attendance is live. Next: make sure support tickets are just as well tracked.
Continue learning
Keep going with the next tutorials in the Solar CRM series.