You can add a location when editing a job so that mobile app users are given a list of jobs that are near their current location when clocking in or switching jobs (as long as location settings enabled in the mobile device). Note: If you are integrated with QuickBooks Desktop, QuickBooks Online, or Xero, the location field will display with the customer address found in the integration.
Go to Jobs > Click .
Begin entering the address under LOCATION and choose from the suggestions in the dropdown list. Note: A appears next to the address once it’s successfully added.
Note: Once one location is entered for a job, the "Nearby" function will display in the mobile app's job list.
How to Duplicate Jobs
You can duplicate a job and all it's sub-level jobs. This is an easy way to create a new job that needs to have the same list of sub-level jobs as one that's already established.
Go to Jobs.
Click > More > Duplicate.
Enter in a new job name and a new short code (optional).
How to Import Jobs from a CSV File
Use the Import/Export feature to import a list of jobs instead of manually creating them one-by-one.
Go to Jobs.
On the Import tab, click Choose File.
Navigate to the .csv file that you want to import, and click Open.
Check the appropriate options. We recommend importing in test mode first.
Click Import. A list of errors and successes displays.
See also: How to Create and Manage Advanced Tracking, if you need to assign and/or restrict Advanced Tracking fields and their items. This feature will only be available if you have installed the Advanced Tracking add-on.