Job
active
Total logged
23h 15m
Uninvoiced
0h 0m
Entries
23
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 23 | 23h 15m |
Recent time entries
Last 23
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 30 June 2025 | STRIPE Payments - Reviewing issues with payment processing on server - Processing all payment with stripe API that showed as blank in TDA - Making changes to scripts for better tracking for future problems - Adding commits to areas where not processing correctly - Creating new table to house attempts to pay picked up by the server every minute in case overlapping users on job simultaneously - Problem resolved | Caleb Harvey | 3h 30m | invoiced |
| 8 Apr 2025 | Cold Quote Status - Added new status to the job status list to collect cold quotes - Automation when a communication occurs to check if 5 outbound emails and calls have occurred - A prompt appears for user to move status to cold quote - If so, status gets changed into cold quote status as to limit weight in the quoted status list | Caleb Harvey | 1h 0m | invoiced |
| 20 Mar 2025 | Express Jobs - Add new payment method for vals to the express checkout screen - Add permissions to the web user to allow them to have effect on the express job field - This fixed any issues with express fee not pre-filling correctly - Success | Caleb Harvey | 1h 0m | invoiced |
| 26 Feb 2025 | Extra Valuation Changes - create valuation filter on job to only show the logged in users jobs - add quick communication system to valuation page and only show them their communications - fix pdf for vals | Caleb Harvey | 1h 0m | invoiced |
| 5 Feb 2025 | Organic Referrers - Don't allow job status to complete unless all organic referrers have received an email | Caleb Harvey | 0h 30m | invoiced |
| 20 Jan 2025 | Add fees for job and action old - Add the action field to mark all old jobs off - With this action field, ex calculates from inc - With new jobs inc will calculate from ex - Add the new calculations into the job fee merge variable for the emails - Only show the ex gst if job is in quote stage - Add the new fee calc onto the rfi form | Caleb Harvey | 1h 15m | invoiced |
| 9 Jan 2025 | Unable to find Job - Certain statuses blocked by searches unless that status is selected - If job number filtered directly, search will now find the job regardless of status block | Caleb Harvey | 0h 15m | invoiced |
| 18 Dec 2024 | Cancelled Status Prompt - Create a new card window with a tickbox for competitor and a free text area for more info - At the script point after job status changes have been made, check if the job was changed to cancelled status - If changed to cancelled open the newly created card and wait for user entry - Add a new area next to internal notes on the job card that shows the entry for cancellation reason and the tickbox for competitor - Place a hide on the new area if job status isn't cancelled - Success | Caleb Harvey | 1h 0m | invoiced |
| 10 Dec 2024 | New RFI Page - Adding in new fields on separate page for Valuation RFI - Having the correct hide and shows based on different answers as laid out in email - Making the next and page buttons on page 2 and 3 now point to the new page in between them if the job type is "Valuation" - Success | Caleb Harvey | 1h 30m | invoiced |
| 4 Dec 2024 | Match property address in Street - Add in a new field to hold the street name and postcode of the job address - Use this field to match any other jobs with the same street name and postcode - Add a pop-over button beside the street line to show there is a matched address - In the pop-over, include the list of related jobs and an approve button - The approve button changes the match button from red to green - Test with new job same as test job - Success | Caleb Harvey | 1h 0m | invoiced |
| 21 Nov 2024 | Valuation - Added new fields to the job screen and hiding/showing certain fields based on job type - Adding a field into the communication template table to assign job category - Rewriting all communication scripts to distinguish job types when auto creating communications | Caleb Harvey | 1h 45m | invoiced |
| 7 Nov 2024 | Communications Active with Pending Payments - Auto tick communications active if it is turned off and the job status becomes pending payment - Create a new step in the script of changing job status to say if the job is changed to pending payment, payment has not been received, then turn on the communications active button if it is off - Add another step to the script to skip over the pending payment status if the job has already been paid for - Success | Caleb Harvey | 1h 15m | invoiced |
| 5 Nov 2024 | Allow Users to View Payment Form Link - Copy the current hide settings on the payment link button - Apply this hide now to the payment status in the pop-over and show an uneditable payment status to those who the button was previously hidden - Remove the hide from the button - Success | Caleb Harvey | 0h 15m | invoiced |
| 22 Oct 2024 | Express Fee Adjustment - Add system relationship - Add system fields for Commercial and Residential Cost - Add a user entry fee field for express fee - Change express fee formula to pull from user entry first then system settings if job is marked as express - Create a new field for entry behind the express fee field and add a button over top of both fields to go to the back entry field - Success | Caleb Harvey | 0h 45m | invoiced |
| 1 Aug 2024 | Job Screen Changes - Split the job screen into two parts with fields relevant at the top as per email - Add Mortgage Broker as default contact on job - Add question on RFI have you done any renovations, if so drop in the table - Add Referrers instructions field on the job | Caleb Harvey | 1h 0m | invoiced |
| 5 June 2024 | Days Since Outbound/Inbound Phone - Cutting the new columns out of the portal - Resizing the layouts to make room beside the outbound communication column - Change the layout settings on the moved data to sit left and not move right when window is expanded - ensure all data is sitting inside the portal correctly - Success | Caleb Harvey | 0h 30m | invoiced |
| 30 May 2024 | Inbound and Outbound phone call sort - Create 3 new fields on the job screen with text filled with "Inbound", "Outbound" and "Phone". - Build two new relationships between jobs and contacts one for inbound and one for outbound - Set these relationships to two new calculation fields on the jobs to show the number of days since the last inbound/outbound phone call - Add these fields to the jobs list screen - Add in buttons in the header to go to a sort script - Create a field to sort by that is set to empty if the in and out variables are empty or the in/out variables if they aren't - In the sort script, set the appropriate sort variable and refresh the portal to load the data in - Success | Caleb Harvey | 1h 30m | invoiced |
| 15 May 2024 | Phone Call to Theo going through Referral Fee Payable calculations | Caleb Harvey | 0h 45m | invoiced |
| 24 Apr 2024 | Days Since Last Correspondance - Create a relationship between the job and completed communications and the job and incomplete tasks - Make a new field to house the days since last contact value - Create a case in the new field to be equal to 0 if there are any pending tasks in the future - Equal to today's date minus task date if there are any pending tasks in the past - If there are no pending tasks, minus the last email off today's date as the last correspondence value - Add conditional formatting to the jobs list screen to show as orange if the last correspondence value is between 4-6 days - Show as red if the value is 7 or more days - Show as red if the pending task due date is due today or in the past - Show as blank if the value is below 3 days old - Create a legend at the top of the list to show what each colour of the conditional format represents | Caleb Harvey | 1h 30m | invoiced |
| 2 Apr 2024 | Allow Manual Referral Fee Change - Go the the job details layout and test changing the referral fee to $0 - Once the status changes the referral fee updates and pulls back in $150 from the referral contact details - Check the calculation of the field in the back end settings - Change the calculation to only apply the contacts referral price if the field is empty, this way if it is changed to $0 or any amount it won't be updated to change - Test again with success | Caleb Harvey | 0h 30m | invoiced |
| 6 Mar 2024 | Manually Stop Communications - Create a new field on the job table to mark as communications active - Set the field to auto populate as 1 and set all current jobs to populate as 1 - Set a script trigger on the field and point to to a new script step on the job script - When the field is modified, commit the record and check if it is checked or unchecked - If checked, bring in all communications relevant to the current job status - If unchecked, delete all pending communications relevant to the job status | Caleb Harvey | 0h 45m | invoiced |
| 5 Mar 2024 | Push Web Requests through to Jobs - Follow the creation script of a web request and find the point where the request gets pushed through to the request list - At this point, redirect the request to push through to the Job creation parameter the web request screen would usually do using the current request ID - Test run a fake web request through the system and check that it is successfully creating a job - Request is pushed to bottom of list due to the job not updating the status date change - In the creation parameter, place a commit before the update step and after - Test again and job pushes through to the top of the list as a web request | Caleb Harvey | 0h 30m | invoiced |
| 7 Feb 2024 | Pending Site Inspection Prompt - Go to script step where user is told to add site access - Change this search to only apply to the site inspection booked field | Caleb Harvey | 0h 15m | invoiced |
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