How to Use the Check-In & Check-Out Feature

What is Check-In & Check-Out?

The Check-In & Check-Out feature is a simple method to keep a live record of when your team visits a particular site.

Once enabled, your team will see a "Check-In" button on their mobile app's Home Screen.

• They select the correct Site.
• They tap Check-In to log their start time and distance from the site address.
• When they finish for the day, they tap Check-Out to log their end time.

How to Turn On Check-In & Out (For Admins)

This feature is disabled by default. To turn it on for your organisation:

1. Log in to the Admin Console (Computer Login).
2. Go to My Business.
3. Go to Settings.
4. Find and tick the box that says Enable check in for users.
5. Click SAVE.

Your team will now see the Check-In button on their mobile app (they may need to log out and log back in for it to appear).

How to See Who is Currently On-Site

In case of an emergency, you can quickly see who is currently checked in at any site.

Viewing on the Mobile App

1. Log into the Mobile App
2. Tap the Menu Icon (☰) in the top left corner.
3. Tap Sites (this may be named Jobs, Projects, etc.).
4. Select the relevant Site from the list.
5. Tap checkins in the top right corner.
6. This will show a live list of everyone currently checked in. Once they check out, they will disappear from this list.

Viewing on the Web Console

1. Log in to the Admin Console.
2. Go to the Dashboard.
3. Filter by the Site you want to see.
4. Click the location icon to see a live list of all Users and Visitors currently checked in.

How to Report on Check-In History

Check-in and check-out times are displayed in the Activities Stream on the Dashboard, but for a full report:

1. Click on the Reports tab in the Admin Console.
2. Click on the Form Reports tab.
3. Filter by the form name Check In Check Out.
4. Click the orange page icon to open the report.

This report provides a complete list of all check-ins and check-outs. It can be filtered by site and sorted by user, showing their check-in time, check-out time, total time on site, and their distance from the site at both times.

Automation Features

You can make the Check-In feature even more powerful by automating check-outs and pre-starts.

1. Set a Check-Out Reminder

This feature helps prompt users to check out at the end of the day, ensuring your time-on-site reports are accurate.

1. Log in to the Admin Console.
2. Go to Sites and click the Pencil icon next to the Site you want to edit.
3. Select a Site Closed Time.
4. Click SAVE.

Any users who are still checked in after this "Site Closed Time" will receive a notification on their mobile device reminding them to check out.

2. Prompt Pre-Start on Check-In

This setting makes it easy for your team to complete their required forms by automatically opening their Pre-Start as soon as they check in.

1. Log in to the Admin Console.
2. Go to My Business.
3. Go to Settings.
4. Find and tick the box that says Prompt users to complete required forms after check-in.
5. Click SAVE.

Now, when a user clicks the "Check-In" button, their Personal Pre-Start form will open instantly for them to complete.