The Review tab is where managers approve the time their crews submitted in the field. The day before, every team member clocked in and out from a task on their phone; today, you see a tidy roll-up of who worked, on what, for how long — and you approve, edit, or reject the entries before they flow into payroll and job costing.
Think of Review as the single approval surface between "crew submitted hours" and "those hours hit payroll." Nothing about labor cost is final until a manager has approved the day on this tab.
Navigation: in the left sidebar, click Tasks, then click the Review tab at the top of the page.
What you see on this screen
# | Area | What it is |
|---|---|---|
1 | Date range | FROM and TO date pickers in the toolbar. By default the view shows today's submissions; widen the range to catch a full pay period or to revisit days that are not yet approved. |
2 | Team filter | Drop-down on the right of the toolbar. Defaults to All Teams; pick a single crew to limit what you are reviewing. |
3 | Summary counters | Above the grid: X people, Y entries, Z hrs. Updates as you change the date range and team filter — useful for sanity-checking that you have everyone accounted for. |
4 | Expand All / Collapse All | Show or hide every person's detail rows at once. |
5 | + Add Blank Day | Manually create a day-of-work entry for a person who forgot to clock in. The form asks for person, team, date, and hours. |
6 | Section tabs | Two sub-tabs: Team & Time (the master/detail time grid; the default view) and Resources (a flat grid of resources the crew installed that day, with an approval toggle). |
7 | Master grid | One row per person per day, with columns for Person, Role, Team, Date, Clock In, Clock Out, Break, Direct hours, Indirect hours, Approved hours, Status, and an approval toggle. Expand any row to see the detail panel. |
8 | Detail panel | Inside an expanded row: the individual clock entries that make up that day — usually one or two segments per task. Each entry shows Task Name, Project, Clock In, Clock Out, Hours, Time Category, Work Classification, and Notes. Editable inline. |
The Team & Time tab — approving the day
The Team & Time tab is the default and the one you will use most. The flow is the same for every person:
Find the row. Pick a date range that includes the day you are approving. The master grid shows one row per person per day.
Expand it. Click the arrow at the left of the row to open the detail panel underneath. You see each task the person worked on that day, with clock-in and clock-out times.
Fix anything that is wrong. Edits happen inline — click a cell to change the clock-in time, the time category, the work classification, or the task. If a clock entry should be split across two tasks, edit one and right-click to copy the row.
Approve. Use the status toggle in the master row to mark the whole day Approved. The total approved hours roll up in the bottom summary bar.
Approved hours flow into the next payroll batch and into project cost roll-ups. Unapproved hours are visible on the task and on the project but are not yet final.
Editing clock entries
Most edits happen in the detail panel of an expanded row. Click any cell to start editing — clock-in time, clock-out time, task assignment, time category (Productive Work, Travel, PTO, etc.), work classification, or notes. Changes save when you press Enter or click out of the cell.
Two context-menu actions are available on detail rows:
Copy row — duplicates the clock entry so you can split a long stretch into two short ones (e.g. one task for the morning, a different task for the afternoon).
Delete row — removes the entry. Asks for confirmation.
On the master row, the right-click menu adds:
Copy day to… — duplicates this whole day to another date or another person. Useful for batch-approving a recurring crew week.
Delete day — removes the day_clock entry and all its detail rows.
The Resources sub-tab
Switch from Team & Time to Resources to review what the crew installed on the visited tasks. This is a flat grid sourced from the task's resource list, with a column showing what was originally planned and what the crew actually used. Each line has its own approval toggle so you can sign off on the materials independently of the labor.
Resources approval matters most on T&M jobs, where the actual quantity of materials used drives the customer's invoice.
Adding a blank day
If someone forgot to clock in, click + Add Blank Day in the top toolbar. A small form asks for the person, the team, the date, and how many hours to add. After saving, the day appears in the master grid and you can expand it and add detail rows as if the person had clocked in normally. Best practice: still get the crew member to tell you what tasks they worked on, then break the blank day into proper task entries before approving.
What the status colors mean
Status | Meaning |
|---|---|
Not Approved | The crew submitted the day; a manager has not signed off yet. Hours are not in payroll. |
Approved | A manager reviewed and approved. Hours are eligible for the next payroll batch and roll into project cost. |
Pending | A clock-in exists but a clock-out has not been recorded. Common when a crew member is still on-site. |
Edited | The entry has been changed from what the crew originally submitted. Visible in the detail panel as a small marker on the changed cell. |
Permissions
Permission | What it grants |
|---|---|
tasks view | See the Review tab and read time entries; cannot approve or edit. |
tasks manage | Approve or unapprove a day, edit clock entries, add a blank day, delete entries. |
payroll manage | Required to flip a day to Approved if your business unit gates payroll approval separately. |
Assign these on the Roles & Permissions page in Settings.
Tips
Review daily, not weekly. Fresh memory makes "did Carlos really stay until 8:30 PM?" easy to verify. By Friday everyone has forgotten.
Approve the whole crew before moving on. Filter to one Team, set the date range to one day, and walk every row. Faster than jumping between teams.
Use Copy day to… for recurring crews. If a maintenance crew works the same hours every weekday, copy Monday's day across the rest of the week and only edit exceptions.
Watch the summary counters. If you expected 8 people for 64 hours and the counter says 7 people / 56 hours, someone is missing — go find their day before approving anyone else.
Resources matters on T&M. On any job billed Time-and-Materials, do not skip the Resources sub-tab — that is what the customer's invoice is built from.