We have some exciting improvements coming to ClockShark and one of them is a revamp of our Jobs page. This is a quick guide to show you what has changed and how to take advantage of the improvements!
Jobs List Page
When you navigate to Admin > Jobs, you will see all of the Jobs listed for you. This page has remained almost exactly the same but you will notice a few differences. First, is that to navigate to the Job itself all you have to do is click on the row instead of having to click the edit Job icon. Second, you will notice our edit ✏️ and delete 🗑️ icons have been consolidated under the three dot icon to the right when you are hovering on a Job. When clicking here you will be able to edit a Job, delete a Job, update the Job stage (if you use Job Stages), and also jump directly to the settings for that Job.
If you have the Job Stages feature turned on for your company, you will also notice a sortable column as well as a new filter for the Job Stages.
Job Details Page
When you click on a row for a Job, you will be brought to the Job Details page. Here you will see a new tabbed view that creates some sectionality and makes information easier to find. This is very similar to our Customers view, so it should look familiar! There are tabs for the attachments, contacts associated with this Job (must have a Customer association), and then the settings tab. On the settings tab you'll be able to setup the GPSFence, access controls, task controls, labor budget, and Clock Out Questions assigned.
On the top of the page you will see the Job name, Job number, Job Stage (if used), Job address, Job description, and the Customer that the Job is associated with (if used). In the upper right corner of the page is the Actions Menu. Here you will be able the update the Job Stage, edit the Job, add a Job Contact, upload files, and delete the Job.
With the new Job page designs, this process gets a lot easier and quicker! Now when you hit the “Add Job” button, there is a pop up which allows you to input information and save all while you are still on the Jobs list page. This allows you to add a Job right from the Jobs list page without having to navigate anywhere else, no more loading or needless scrolling. Just click the "Create Job" button to stay on this page after creating the Jobs.
However, this pop up does not allow you to set all information about that Job, some things like the geofence, access controls, and other settings will have to be edited after the Job is created. To help with this, there is another “Additional Settings” button on the pop up so that you can navigate to these settings while you are creating the Job. You can also navigate to these settings at any time by clicking on the Job and going to the Settings tab, or by using the "Settings" option on the three dot menu.
If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🏆
Here are some related articles to check out!
How to Enable and Use ClockShark Customers