How do I add or fix site records for an employee who didn't enter them when they were logged in?

If an employee was logged in but failed to track their properties correctly, you can easily fix or manually add their work from your desktop dashboard.

Depending on what happened in the field, choose one of the two options below:

Option 1: The employee started the site but entered incorrect information

If a record exists but needs to be corrected:

1. Go to the Reports & History section in the left menu and select the Service page.
2. Locate the specific property record that needs adjusting.
3. Click the Pencil Icon on the right-hand side of that row.
4. Edit any necessary details (such as services, quantities, or notes) and click Save.

Option 2: The employee completely forgot to enter or start the site

If no record exists for the work they performed:

1. Go to the Reports & History section and select the Service page.
2. Click the blue + (Plus) Icon located in the top right corner of the screen.
3. Fill in the blank form with the employee’s service details, including the site name, the employee's name, the service type, and the times they worked.
4. Click Save to create a brand new service record from scratch.