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Using Job Management

Get more done and stay organized by tracking your Jobs from start to finish with Job Monagement

 

Use job management to save time on each job, improve communication across your internal team, stay organized, and access live job details by tracking your jobs from start to finish.

Managing your jobs in a customized way by updating job stages to track the live status of ongoing jobs, uploading various types of files, and using the Conversations feature to keep your internal team connected via the web portal or mobile app. This feature is useful for discussing material requirements, sharing job updates, uploading progress photos, and more.

Creating Jobs

Learn about how to create a job in the web portal in Adding jobs and tasks inside web dashboard.  

Learn about how to create a job in the Mobile app in Adding Jobs and Tasks in the Mobile App.

Note: Only mobile users with the appropriate permissions can also create jobs in the mobile app. Learn more in Adding Employees.

Job Details

Once a job is created, you will see the job details page. It acts as a common hub for your team to communicate and access information about that specific job, including the customer name and details, job stage, job address, job description, comments, job contacts, photos and documents. 

These details create a space for clear communication and centralized information that's available on both the website and the mobile app, so you can stay informed no matter where you are. Learn more in ClockShark Jobs Page.

Job Stages

Job Stages help you track the current status of each job and can be customized to fit your business needs. They are viewable and editable on both web portal and mobile app, keeping your entire team informed. 

As an efficient filtering tool, you can select specific Job Stages in the web portal using one of the following methods:

Jobs Page Go to WORK > Jobs and click the Stage filter.
Timesheets Page

  1. Go to TIME > View > Employees in the top right corner.

  2. Click the dropdown option and select Jobs.
  3. Click Filter icon , and click Filter Job Stage to choose the job stage you need.
Schedules Page

  1. Go to SCHEDULES and click Filter icon in the top right corner.

  2. Click the Filter Jobs icon, left-click to see the pop-up Stages options, select single or multiple stages as needed.

Learn more in How to Setup and Use Job Stages to Track your Progress.

Comments

With Comments, you can easily communicate across teams on both the website and mobile app. When you create a comment on a job, anyone with access to that job can view it. This is ideal for discussing materials needed, job progress, roadblocks, and more.

You can also mention specific users in job comments on both the website and mobile app. This ensures important details are delivered to the right team members, who will receive a notification alert when they are mentioned.

Learn more in How to Use Conversations on the Web.

After the job is complete, you can create an invoice for your customer directly from the Jobs page and bill them based on time worked. Learn more in Creating Invoices.