Documents sharing from ClickHome to JobFile can be done on two levels: Job and Task Level. Documents shared at the Job Level will be available to any resource assigned to a task on the job, and Task Level will only be available to the resource assigned to the task. Documents can be made available at both levels.

Job Level

Documents can easily be shared with JobFile based on either the Document Category, or individually, the document can be marked as Supplier Override.

  • Document Category - Construction Share either of (JobFile and Field Device) or (JobFile Only), OR
  • Supplier Access Override - Ticked against the document


Job Level and Task Level

Documents will be shared against the job if the above conditions are met, and additionally linked directly to a task when the either the supervisor links the document to the callup at the time they do the schedule, or if the Groveller is configured to link the to the document (using Groveller Doc Template Matches)

  • Shared at the Job Level
    • Document Category - Construction Share either of (JobFile and Field Device) or (JobFile Only), OR
    • Supplier Access Override - Ticked against the document
  • Shared at the Task Level
    • Documented Linked to the Task (using either linked docs on callup, or groveller)


Task Level Only

For the documents to be visible at task level only, they must be linked to the task, and no visible at the job level.

  • NOT Shared at the Job Level
    • Document Category - Construction Share NOT  (JobFile and Field Device) and NOT (JobFile Only), AND
    • Supplier Access Override - NOT Ticked against the document
  • Shared at the Task Level
    • Documented Linked to the Task (using either linked docs on callup, or groveller)


Task Level Only using Purchase Order Links

If your accounting system can produce PDF or other document copies of the PO you issue to your suppliers and contractors, it is possible to use Groveller to import and link these PO documents. To share these documents to JobFile as PO documents, the following must be configured:

  • The Document Category for PO documents imported using Groveller PO Document Matching is called Purchase Order, and by default it is not configured to share to JobFile at the Job Level. We do not recommend changing this, it will share your Purchase Orders across all your subcontractors and suppliers on the job.
  • Purchase Order matching must be setup, and the matching rule be configured for Reference and marked for Distribute.
  • We do not recommend ticking the Supplier Access Override on the PO document as it will also share the document to the Job Level on JobFile.