Conversations lets you communicate about specific ClockShark Jobs or Customers. Each Job and Customer has a comment thread, where you can comment about the status of a job, materials needed for the rest of the job, upload progress pictures, and anything else worth saying. Conversations are available for admins and employees on both the website and the mobile app so everyone can be on the same page.
Note: Conversations are separate from the notes and attachments you can leave on your Timesheet. Any notes and attachments left there will not be visible on the Conversation threads or on the corresponding Job and Customer.
Leaving a Comment
To leave a comment on a Job or Customer, simply navigate to the Job/Customer and look for the Comments tab. Below you will see an area to leave a new comment and any comments left on the Job/Customer listed from newest to oldest.
While creating a comment you can also attach photos or other files that may be related to that Job. Any attachments that are added to a comment will automatically be seen in the Attachments area tab. The Comments tab and Attachments tab are connected, so any change that happens in one affects the other. For example, any attachments removed from the attachments area will also be removed from the comment it was in.
One of the best things about Conversations is that it allows many users to upload photos throughout the life of a project and be able to view them in one central location. Both admins and employees can bulk download these attachments on the website by going to the Attachments tab, selecting the attachments, and clicking download. This will download all selected attachments into a .zip file for easy use.
When a person makes a comment, they can mention another user which sends that user a notification that they were mentioned in a comment and should take a look. While commenting, simply use the "@" button or type it manually to bring up a list of users to mention. For any Job/Customer, you will be able to mention users that have access to the Job/Customer. If there are no access controls set, then all users will be options for mentions. ClockShark Pro Accounts can manage access control on each Job.
Note: Admin users can be mentioned on any Job/Customer regardless of access control settings.
When a user is mentioned in a comment, they will be sent a notification on the website and mobile app letting them know. You can view these notifications on the website by clicking the bell icon in the upper right to open up your notification panel. When you receive a new notification, the bell will also display an orange dot. This dot clears when you open the panel. Clicking on a notification will direct you to the comment thread and also highlight the exact comment referenced in the notification.
For even greater control about which notifications you receive, all users can choose to follow any Job or Customer which allows you to be notified when any new comments or attachments are added. So if someone adds a new comment or new image, you can be notified and kept in the loop.
You can follow a Job/Customer by viewing them and using the Actions menu to select "Follow". Jobs and Customers can be unfollowed in the same way.
In addition to the in-app notifications, all users can receive emails for mention and follow notifications. To adjust your email settings on the website, hover over your initials in the upper right to access the Email Settings page.
Here you can alter your email preferences. By default, you will receive a summary email for new comments on Jobs and Customers you follow. You will also receive an email for each comment you are mentioned in.
Communication is critical and ClockShark Conversations is the tool that keeps you and your workforce on the same page. If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🏆