TSheets - service items applied to employees

Hello @lmassa! Thanks for coming to the Community for help with this.  I'd love to explain how to customize service item assignments in TSheets. There are a couple of ways to do this. Let me outline them both:

1. Log into TSheets and go to Feature Add-ons, then select Custom Fields. 
2. Click on Service Items, and choose an item.
3. Clear users to unassign them from that item, or check each name individually to assign them.

The other way to do this is from the employee's profile:

1. Go to My Team and select the name of the user.
2. Select Custom fields and select the blue link under Items.
3. Clear items to unassign them from that team member, or check items to assign them. (Items that are assigned to all users in Featured Add Ons will be grayed out and must first be unassigned from Feature Add-ons >> Custom Fields.)

Here's the full article that goes over custom fields and how to manage them: Set up and manage custom fields in TSheets.

If you have any questions about this, please don't hesitate to reply to this post. We're all happy to help in any way we can!

Thank you for helping me - and for the quick response!

Of course, @lmassa! I'm so glad I was able to help and please feel free to reach out with any other questions. Now, we can enjoy the weekend! 

I just got quickbook time set up and I have all my customers and classes and services items. What I want to do is do two groups which I have set up and employees in them and assigned class to that group. What I want to do is assign a particular customer that they will work only for and the service codes they need however I am unable to get the service codes to show up. It is making me add them one by one is there a way around this?

Good morning, @blivengood17. 

Welcome to the Community and thanks for joining in on this thread. I hope your day is going well so far. 

To get clarification about this situation, where are you trying to add service items in your QuickBooks Time account? Are you trying to assign them to a certain customer or to employees/groups? Any further information or screenshots of this issue will help me determine the best solution for your business. 

I want to ensure all of your concerns are addressed as soon as possible. Hit the Reply button to respond with more information. I'll be back around shortly. 

How can I remove a custom field from being required? 

Hi there, 

I've got a similar situation and am looking for some QB community help! I'm rather new, and what I'm trying to do is give employees the ability to choose an option from the drop down menu for a service item that also mapped to a certain class. We have several classes our users can choose from, and each class has service items assigned to that class. My belief is that each employee is assigned a set of classes they can choose form, which should give them the ability (automatically) to also choose their service item. 

However, I'm not able to see that the employee is able to select the correct service item. I tested my theory by opening up Feature addons→custom fields→ then going through each class and service item and ensuring (or thought I had) that they were all assigned appropriately. Think I must be doing it wrong - any help is certainly appreciated, thanks!!

selecting myself in 

Hello, Allison Hockey.

I understand the importance of being able to give employees the ability to choose a service item to map a certain class in QuickBooks Time. However, that option is unavailable.

I'd suggest sending a feature request directly to our engineers. Here's how:

1. Hit the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions.
3. Choose Next to submit feedback.
    

You can also track feature requests through our QuickBooks Online Feature Requests website. 

Additionally, I've added an article that'll help you learn more about time tracking in QuickBooks Timesheet setup: QuickBooks Online.

Post a reply if you have other questions about timesheets in QuickBooks Online. I'll get back to you as soon as I can. Have a good one!