Timecard Entries

Agave Sync allows you to export ServiceTitan Timesheets to Foundation Timecards.

Visual Mapping

Video Tutorial

Are there any pre-requisites to syncing Timecard Entries?

Yes:

1. The Employee (or Technician) must be linked
2. The Timecard Entry must be approved in ServiceTitan
3. If syncing Job-related Timecards, the Job must be linked

Exporting Timecard Entries to Foundation

After exporting a Timecard Entry, you can find them in Foundation by following these steps:

1. From the Foundation homepage, go to Payroll --> Hours Sync:

2. Select the Report tab. Alternatively, you can apply specific filters (e.g. to Jobs like the below screenshot) to make sure you return Timecard Entries that meet your needs.

3. In the Report tab, select the "Import" checkbox for the Timecard Entry, and then press the Import button:

4. After importing, press the OK button to confirm there are no validation errors or issues.

5. Press OK again. If there are no issues, the Payroll homepage in Foundation will appear.

Common Errors and FAQs

Adding Default Cost Codes

When exporting Timecards associated with a Job to Foundation, you will need to include a Cost Code. Since ServiceTitan does not have the concept of Cost Codes, you can either:

1. Ask your Agave Account Manager to apply a default Cost Code for all Timecard Entry syncs, or
2. Automatically apply one by adding a default Cost Code to each Technician (see details below)

To apply a Cost Code to each Technician:

1. From the Foundation homepage, go to Payroll --> Maintenance --> Employees:

2. Select an Employee/Technician and go to the Addl tab:

3. Enter a value for Cost Code and press OK: