IET Job System

Office & Accounting Guide

Your desk in the app. Tap any task to open the steps.  ← Open the app

The weekly rhythm

Pay period runs Sunday–Saturday. The field enters time and updates through the week. Monday, you review + lock + export payroll. Through the week, you work the Review hub (job intake, check-ins, receipts, commitments) and the weekly QuickBooks cost import refreshes job costs. The app runs alongside your current process during the pilot — keep doing both.

Found something off? Tap Send feedback in the left sidebar — it captures your screen and sends it to us.

Your tasks — tap to expand
Every Monday
Run payroll for the week
Review the field's time, lock it, and export for QuickBooks.
▾
  1. 1
    Open Payroll in the left menu; pick the week (or a multi-week / custom range).
  2. 2
    Expand a person to see their per-job lines with the Reg / OT split computed past 40. Fix a cell if needed — a note is required and logged.
  3. 3
    When it reconciles, Approve & lock the week (field entry becomes read-only).
  4. 4
    Export the CSV for QuickBooks. Tell us if anything QuickBooks needs is missing.
Through the week
Work the Review hub
Everything the field submits lands here. Each queue has a Primary + Backup; Admins can act on any.
▾
  1. 1
    Open Review. Use the tabs (All / Job intake / Check-ins / Receipts / Commitments) and the Assigned to me filter.
  2. 2
    Job intake: complete the fields on a new job, then Confirm & approve.
  3. 3
    Check-ins: only exceptions show (behind, a note, ready-to-close). Bulk-clear the on-track ones.
  4. 4
    Receipts / commitments: open the job, match to a QuickBooks cost line, then Acknowledge. Acknowledging keeps a record of who cleared it and when.
Set once, adjust anytime
Owners, regions & master data
Who owns each queue, the region list, clients/employees, and the cost import.
▾
  1. 1
    Settings → Review queue owners: set a Primary + Backup for each queue. Only they (and Admins) can act on it.
  2. 2
    Settings → Regions: add or remove values in the job Region drop-down. Existing jobs keep their value.
  3. 3
    Clients & Employees: spot-check groupings and crew→PM assignments (they drive whose time a manager can enter).
  4. 4
    Weekly QuickBooks cost import refreshes job costs — Michelle runs it for now; automating it is on the build list.
As it comes in
Read team feedback
Anything the team submits from the app lands in one place.
▾
  1. 1
    Open Feedback in the left menu.
  2. 2
    Each item shows who sent it, when, the screen they were on, and a screenshot — click to enlarge.
  3. 3
    Mark it Done once it's handled.
Good to know

No email alerts yet

Submissions show in the Review hub / a job's Field-updates tab, not by email. Email is coming.

Costs refresh weekly

Actuals come from the weekly QuickBooks import and lag real spend by the billing cycle.

Runs alongside for now

Keep your current process until we cut over — pilot data resets before go-live.

Questions or something broken?

Anything in the app — tap Send feedback in the sidebar. It captures your screen and sends it to us.

Can't sign in? Email kwh@bisoncfo.com.