ability to access/edit job notes by managers
Our techs use job notes to let us know what materials were used and what work was done.
We would like to have managers be able to edit those notes to input material pricing and additional notes so that info can be used to bill jobs.
Elisa Pauwels-Lalinde
shared this idea
JT Abbott
responded
Hey Elisa thanks for providing your feedback and the detailed reasoning behind it!
You could give your managers the ability to edit the timesheets for the techs and this would allow them to edit the notes. It would also allow them to edit the rest of the shift which may or may not be desired.
One other thing that might help is using our new Conversations feature. This allows anyone with access to the job to comment on the job and share notes/files. You can check out the example I’m attaching. Along with commenting, you can also mention users and they can get notified about it or they can follow jobs for continued updates. This is also on the website and the mobile app so everyone can communicate together.
You can check out this help article for more information or let me know any questions.
https://help.clockshark.com/en/articles/4622657-how-to-use-conversations-on-the-web
