Welcome to the ClockShark All-in-One Platform
Learn how to run your business from quotes all the way to payments
The ClockShark toolkit helps your company acquire jobs, work on them, and get paid all inside one system.
Create custom quotes for your customers that they can review and accept online. Then create a job in ClockShark and schedule it so you can get to work. After completing the job, create an invoice using the hours you tracked in ClockShark. Once sent, your customers can pay online quickly with ClockShark Payments.
Customers
When you create a quote, job or invoice you can assign it to a customer, and this customer is the common link in the entire workflow.
When you view a customer details page you can find information about all of the associated quotes, jobs, and invoices. You can take many actions from here like creating new jobs, sending quotes, recording payments, and more. You can also see how much money they owe you or if they are in good standing.
Learn more in How to Use ClockShark Customers.
Quotes
Quotes can be custom-made for each customer, or you can create templates that allow you to create quotes for common jobs more quickly.
Once the quote is created, you can send it directly to the customer as a PDF and include any notes and attachments you may want to add. The customer can view the quote online and accept it or request any changes they may want to make. When viewing the quote you have the ability to edit the quote, download it, preview it as the customer, and more.
Learn more in Creating Quotes.
Jobs
In ClockShark you can create a job directly from the accepted quote and then schedule employees. Open a communication channel between the field and office with comments, attachments, and notifications. You can also track the progress made on jobs with our fully customizable job stages.
Learn more in How to Set Up and Use Jobflow.
Invoices
You can create custom invoices, create invoices directly from previous quotes, create invoices from templates of common charges, bill directly based on the time tracked in ClockShark, or use a combination of all these methods.
While you’re creating your invoice you can make edits, preview it as the customer, download it as a PDF, connect your invoice to any associated jobs and quotes, share comments with your team, and keep track of the status by what invoices have been sent, which ones are past due.
Learn more in Creating Invoices.
Manager Permissions
Give each employee an appropriate level of authority with manager permissions. Crew leaders, office employees and administrators can have different levels of access to quotes, invoices, jobs and timesheets.
Every quote and invoice has its own activity history which helps show you when it was created, when it was edited, different statuses that it has been through, payments, refunds, and more. All of this is also tracked in the audit log so you can quickly search for everything.
Learn more in Using Roles, Work and Manager Settings.
Reports
Get data on your job, task, and employee hours using reports. Track how much money you’ve earned, who still owes you money, how many quotes and invoices you’ve worked on, and much more.
Learn more in Viewing and Exporting Reports.