Attach notes to a job
Currently, notes attach to a job through an employee clocked into that job. It would be great if the notes could be accessed by the job and not through the employee that made them originally. We do not give all employees full access but there are times an employee needs to know what has been done on a job.
This is now complete! With our new Conversations feature you can leave comments on Jobs and Customers, attach images, mention specific users, and stay on the same page on both the mobile app and the website.
Check out this help article to learn more!
Kyle Chaplin commented
Would be nice if the photos and notes saved under the job vs in timesheets. Having the guys bounce around so much it takes me 5-10 mins to figure out what day they went.
Ray Fullerton commented
formen to post daily job notes, be attached to the time sheet each day or attached to a job that only admin can see, so daily note are posted what went on that day or employee info, so when the days pass and we forget what happened on that particular date or way to document job site conditions to back up any problems that may occur form jobsite conditions or change orders, etc
Melissa Floyd commented
It would be awesome if all attachments could be sorted, viewed and downloaded in one central place. Being able to filter by criteria such as job or employee and sort by date would be amazing. Bonus feature: multiple attachments could be selected and downloaded together as a .zip for easy sharing with a client.
Jason Tremblay commented
Yes, we use interactive PDF's for our safety work and would like the option of our employees being able to open, fill out safety paperwork and attach it to the job profile on card shark .
Nate Brown commented
Say a worker is on site and gets a real time plan or sketch change, they add that to their shift notes for admins and management to review. It'd be nice to just click 1 button to send it to the general job files so everyone sees it. Bonus points if I can do it on mobile.