Client Info (Phone, Email, Notes about client) should have dedicated spot under details.
There should be a way when adding a Job to add the Clients contact info (name, phone, notes such as gate access/personal note about client) and this info should show up at the top of the Details page. As of now you have to manually type in any contact info into the job notes (which should be reserved for notes about the job). This would not only look better from a UI perspective but would save the employee's time by having it under the Job name/# (above the address line).
Hey Kevin, thanks for bring this idea to the table and allowing others to vote and participate on this!
I’m happy to say that we are currently in the process of planning and building a new feature that allows you to assign jobs to a customer. So be on the look out, great things coming soon!
Separate JOBS into "customers" and "projects." This would allow us to build a customer/client database in ClockShark, which would allow us to select an existing "customer" (or add new customer) and create a new "project" without having to enter the same customer information again into each new job. This would help to eliminate duplicate data entry, and also allow us to view reports for how many total hours have worked for any given customer, as well as how many hours we've logged toward any single project.
(Job : Task : Sub-Task)
456 Oak : Stairs : 001 Formwork
456 Oak : Wall : 001 Formwork
456 Oak : Driveway : 002 Rebar
John Murphy commented
This idea could work for us also in tracking T&M work that is added to a contract project or to track hours for tasks that have an allowance. We regularly have a component of a project that is part of a job but needs to be tracked differently due to it being outside of an allowance or for extra billable hours that need to be tracked due to an owners request for extra work that will be billed hourly to the owner. Creating a separate cost or task code for T&M is not practical as we need to often have the detail provided in our master task list within the change order.
Having a standard Task-list is awesome, having to set the Job as my Jobsite and Element is not..
Please Allow sub job categories so I can have a JobSite, an Element, and theTask list!
(Job : Task)
456 Stairs : 001 Formwork
456 Wall : 001 Formwork
456 Driveway, : 002 Rebar
would like to be able to generate a job detail report that includes all employees but only select jobs - but time consuming to go down the list one by one and select. Need to capability to highlight/select jobs in one fatal swoop instead of having to select and then go back in to select another etc