Employee portal
Clock in by client, job, engagement and activity. Billing rates are selected automatically and preserved with every entry.
Use your SurvPal company account. Contact an administrator if you need access or a password reset.
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Dashboard
My day
Loading your live schedule…
To-do list
Create, assign and prioritize company tasks. Everyone can assign work.
Private to you
Attendance exceptions
See missed clock-ins and timers still running, then send an immediate reminder.
Operations review
One place for time problems, overdue work, unacknowledged schedules and jobs that still need setup.
Schedule
My recorded time
Field conditions
Company
Your work
Company activity
Private to you
Personal reminders, separate from company-assigned tasks. Dates and reminder times use the app’s company timezone.
Company schedule
Live crew assignments and employee-delegated tasks in one place.
Weekly source of truth
Changes are visible to employees immediately.
Calendar view
Assignments and delegated tasks share the same week. Tasks appear immediately—no publishing required.
Assignment details
Workday
Assignment
Lunch
Check this when you take lunch. It deducts 0.50 hr from internal hours and labour cost only. Client invoicing hours are unchanged.
Today
Review & submit
Choose a day, review its entries and correct hours before submitting the week.
Check before submitting
Daily entry editor
Select a day to review and edit its time.
Time slips
| Actions | Start | Stop | Memo | Date | Client / job | Engagement / activity | Total | Rate | Value |
|---|
Week totals
Week at a glance
Every day shows Lunch taken or No lunch, recorded hours and after-lunch hours. Use the Yes / No buttons, review the weekly total below, or select a running block to correct it without stopping the timer.
Schedule
Review time on a true half-hour schedule. Tap an empty time slot on mobile or drag with a mouse to add an entry.
Uses the calendar employee, visible dates and time/lunch filters above.
Separate payroll report
Deliberately choose the employee and 1–4 weeks below. These payroll controls are separate from the visible calendar export.
Administrator
Create an event for everyone or assign it to one employee.
Leave
Request vacation or other time away and track approval status.
Your requests
Administrator
Approve or deny pending employee requests. Approved requests automatically appear on the calendar.
Live operations
See who is working now, which projects are active in the field or office, and the jobs assigned to you.
Live employees
Live projects
Assignments
Assignments help employees know which jobs need attention; they do not restrict which jobs can be clocked.
Administrator
Assign the same job to one or more employees. Employees will see the assignment on this page.
Team communication
Send direct messages to SurvPal employees and administrators.
Directory
Conversation
Choose someone from the directory to start messaging.
Company job pipeline
See what every project needs next, move work through each stage, and open one complete job workspace.
Materials by job
Record what was used on each job. Usage does not automatically add a charge to an invoice.
Employees see their own usage. Administrators see company-wide usage. Archived jobs retain their recorded history.
One company-wide stock pool. Stock is unknown until an opening balance or stock receipt is entered. Costs are optional and are captured when usage is recorded.
Job costs
Record truck kilometres, hotel, per diem, stakes, paint, equipment, drone charges and other job expenses.
Expense history
Administration
Manage people, engagements, activities, billing, rate rules and approvals.
Operations review
Resolve the highest-risk time, schedule and project setup items first.
Live team
Geofence review
Outside-radius and unavailable-GPS punches are allowed with an employee explanation and listed here for review.
Daily review
Review time as employees enter it. Draft and running entries appear here before a timesheet is submitted.
Time detail
| Employee | Time | Client / job | Engagement / activity | Description | Hours | Status |
|---|
Directory
| Name / contact | Position | Role | Pay rate | Status |
|---|
Reusable profile choices
Add a position once, then select it whenever you create or edit an employee.
| Position | Order | Status |
|---|
Accounts
| Code | Client | Type | Status |
|---|
Projects
| Number | Client | Job | Category | Due | Workflow | Status |
|---|
Topics
| Code | Category | Order | Status |
|---|
Service groups
| Code | Engagement | Order | Status |
|---|
Activity catalogue
| Engagement | Code | Activity | Default rate | Crew billing | Billing | Status |
|---|
Applied rules
| Priority / type | Rule | Rate |
|---|
Shortcut library
| Shortcut | Description | Classification | Status |
|---|
Expense catalogue
| Code | Expense | Unit | Internal cost | Client charge | Billing | Status |
|---|
Work in progress
Billed entries are treated as invoiced. WIP is unbilled billable time plus unbilled billable expenses.
Project portfolio
| Client | Job | Due | Hours | Chargeable | Invoiced | WIP | Cost | Margin |
|---|
Labour
| Employee | Hours | Internal | Billing | Labour cost | Margin |
|---|
Services
| Engagement | Activity | Hours | Billing | Labour cost | Margin |
|---|
Job costs
| Date | Employee | Type | Description | Qty | Cost | Charge | Status |
|---|
Weekly review
| Employee | Week | Hours | Billing value | Status |
|---|
Invoice preparation
Filter billable time, review the client and job totals, then check each entry once it has been invoiced.
Survey crew control
Payroll keeps every employee's hours. Combining charges the client once for the crew session. Review each suggestion before applying it.
Client and job breakdown
Click/tap a job row to expand its time and expenses and mark items billed. Summary controls only affect these rows—not billing calculations or the top invoice/export scope. The expanded job's invoice button is scoped to that job and the loaded billing range. Age is in company calendar days.
| Unbillable hours |
|---|
Invoice detail
The Billed checkbox saves immediately. Billed entries are locked from editing until unchecked.
| Billing status | Date | Employee | Client / job | Engagement / activity | Description | Person hours | Client hours | Rate | Value | Approval | Billed at |
|---|
Invoice detail
Mileage, hotel, equipment and other billable expenses can be marked invoiced here.
| Billing status | Date | Employee | Client / job | Expense | Description | Quantity | Client charge | Billed at |
|---|
Management reporting
Filter the report by client, job, employee and date range. Graphs and Excel exports use the same filters.
Jobs
| Client | Job | Hours | Expenses | Chargeable | WIP | Cost | Margin |
|---|
| Client | Job | Engagement / activity | Recorded | Internal | Billing | Labour | Gross margin |
|---|
| Date | Employee | Client / job | Expense | Description | Qty | Internal cost | Client charge |
|---|
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