How do you track technician hours when they are working on an estimate accessed via "Follow up"?

jbhvac0
New Contributor III

We would like the time spent creating an estimate to be recorded on the timesheet for the related job. If a technician starts an estimate while on a job, completes the job, then accesses the estimate through Follow ups, the time is considered "idle time" because he is not on a job and not clocked in to an event. Ideally, we would have the time associated with the related job. In order to track that now, the office has to add an appointment and turn off notifications then the tech must dispatch and arrive before working on the estimate and then complete the job.

How do other companies do this?

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