Move finished/unapproved jobs to folder(s)
Need the ability to move jobs that are not active to folders for organization. As a future feature, I would like to be able to file away completed jobs, whether locally or in your cloud. I can imagine that after a year or two, this job page will become quite onerous with hundreds of entries to sort through. As we use ClockShark, we have jobs active, jobs quoted but not approved, jobs denied, jobs invoiced and jobs completed and ready to invoice. It would be nice to be able to move jobs out of the jobs screen to facilitate easier searching.
This is a really great suggestion. Having a way to “filter” your jobs screen by job status would be very helpful. We’ll keep our eyes on this idea’s support so we know when to add this for you. :)
Reading the comments, Mallories is correct: you do already have some options when dealing with completed jobs in ClockShark.
1. You can delete them, which will remove them from the app and the Admin > Jobs screen. (Note: the time data doesn’t disappear: you can always run any report for “All Jobs” to manifest the time for deleted jobs).
2. Or you can inactivate a job which will remove it from the list of jobs in the app, but will leave it in view on the Admin > Jobs screen. This is helpful if a job won’t be worked on for a while. Inactivating jobs in QuickBooks inactivates them in Clockshark too.
Feel free to let me know if you have any questions about how to handle your jobs in ClockShark. If you have any other suggestions, I love hearing those too!
Kelly Gallagher commented
Allow us to add a job while we are editing an employees time card. Sometimes a small job is not added, or the employee doesnt know the address. It would be helpful for administrators to be able to this. Also, i would like to see a job status button current, finished, pending, delayed, maybe phases 1,2,3 etc. The job list gets very long and there is no way of marking them without deleting. I don't want to delete them because often we work on the job again. The ability to pull a report of job status would be great too, that allows us to make notes of what needs to be done to finish the job. Then we can give the list to a forman and he can complete the punch lists.
Jeremy Weber commented
This would be a great feature. A bin system to organize assigned, unassigned, and completed jobs
Megan Mays commented
When they are marked in-active - where can you find the data from old jobs? Also, If a job is deleted - how can I get info on job ?
Megan Mays commented
Yes please!! This would make an admins job so much easier!
You can already do this by going to the admin page, going to jobs, and making them inactive. Then they don't show up anywhere else but you still have their data. If you use quickbooks you can also make them inactive in your quickbooks customer list and it transfers over to clockshark.