Questions tradespeople ask

Straight answers about job sheet software for UK trades. For the definition and a mobile shortlist, see what is a job sheet and best job sheet app UK.

Job sheets and the product

What is a job sheet?

A job sheet is the record of one visit or job: what was agreed, who attended, what was done, and any photos or notes. Digital job sheets put that same record on the phone and in the office. See the full guide.

What is job sheet software?

Job sheet software helps trade businesses record work on site: what was done, notes, photos, and job status, so the office and engineers share one record.

Who is JobSheet for?

UK trade businesses with a small team: electricians, plumbers, builders, roofers, heating engineers, and similar field teams who want job sheets, scheduling, and invoicing without enterprise software overhead.

Is there a JobSheet app?

Yes. Install JobSheet to your home screen as a progressive web app (PWA): Add to Home Screen from Safari on iPhone, or from Chrome on Android. It opens full screen into the same workspace as the desktop version. A native iPhone app, with push notifications and a today jobs widget, is expected on the App Store in late 2026. See our how-to guide for home-screen install steps.

Is my data stored in the UK?

JobSheet is built for UK trades with GBP workflows and UK company lookup. For data residency and security details, see our privacy policy or contact us.

Mobile and on site

Is JobSheet mobile friendly?

Yes. JobSheet works on any modern phone. Install it to your home screen (PWA) for quick access from the van.

Does JobSheet work offline?

Yes, in a limited way. Install JobSheet as a PWA on the phone and sign in online at least once. The installed app then lets you browse cached customers, job sheets, and schedule without signal and add job notes that queue until you reconnect. The mobile browser can do the same after an online visit; we recommend the home-screen install for engineers. New jobs, quotes, invoices, and photo uploads still need a connection. See our mobile app and PWA feature page for detail.

Can I add photos to a job sheet?

Yes. Upload photos and files on each job sheet or customer profile. Phone photos are resized before upload. See our photos and attachments feature page for typical uses and file types.

Can I set up repeating job visits?

Yes. When you create a job sheet, set a job date and time, tick Repeat, choose daily/weekly/monthly frequency, pick weekdays for weekly patterns, and set a required end date. JobSheet creates one job sheet per visit on Work Schedule. See our how-to guide on creating recurring job sheets.

What is Team week on Work Schedule?

On a computer, Team week is a second Work Schedule layout: days across the top, every colleague as a row in A–Z order. Switch it next to Diary. Chips show time and customer, then the job title. Done and Finished visits stay on the board in grey. Phones stay on Diary. See our Team week how-to.

Quotes, invoices and customers

Can I send invoices from JobSheet?

You can create quotes and invoices with line items, link them to job sheets, and track draft, sent, and paid status. When customer notifications are on, JobSheet emails an HTML summary with a customer link. Issued invoices can include a PDF download, and Stripe Connect adds card pay links on sent invoices.

Do you integrate with Companies House?

Yes. Search UK companies by name or number, import registered details and invoice address, and refresh the profile later from the customer record.

Can I import my existing customers?

Yes. Add customers one at a time, import UK limited companies from Companies House, or use Import CSV on Customers (office staff and the workspace admin). A Xero Contacts export works: map columns, preview, then import in batches of 50. Duplicates skip on email, then name. Bank and tax columns are not imported.

Can field staff see invoices and quotes?

No. Field staff can use jobs, customers, schedule, notes, and support. Office staff and the workspace admin can access quotes, invoices, reports, and subscription billing. Choose the role when you invite someone from Team members (More, then Team members on a phone).

Can I go from quote to invoice on one job?

Yes. Create a quote with line items, confirm it to create a linked job sheet, then raise the invoice from that job. Office staff handle quotes and invoices; field staff complete the visit on the job sheet. See confirm a quote and create a job sheet for the steps. See Quotes and invoices.

Can the team add notes on a job or customer?

Yes. Notes sit on the customer profile or job sheet so the office and engineers share one record. You can @mention a colleague and optionally set a reminder date that appears on the work schedule. See Job notes.

Pricing, team and comparisons

How does pricing work?

One monthly price for your workspace, plus each extra team login and an optional branding add-on. See pricing for a live estimate.

Is there a free trial?

Yes. Start a free trial in about a minute. No card required. Pick your company name and workspace address when you register.

How do team logins and pricing work together?

Your workspace includes the owner. Each extra engineer or office login is billed per extra staff seat on top of the JobSheet subscription. Team members shows extra staff seats in use (for example 14 / 15). See pricing for a live total for your team size.

Is there a free job sheet app?

JobSheet is not a forever-free product. You can start a free trial with no card required, then pay a monthly workspace price plus extra staff logins. See pricing for a live estimate. Some other vendors publish a limited free tier; those caps change, so confirm on their sites. See Best job sheet app UK.

How does JobSheet compare to ServiceM8 or Tradify?

We publish side-by-side UK comparison guides on our comparisons hub, including pricing models, mobile apps vs PWA, and which product fits different team sizes.

Other questions

Does JobSheet save as I type?

Yes, on settings and everyday job fields. Change a Workspace, Subscription, or Your account field, or Actual visit on a job, then pause. Saving then Saved appears next to the row you changed. Password, Stripe Checkout, a new job, and Advanced edit still use an explicit Save. See What's new in v2.5.

Can office staff manage the subscription?

Yes. Office staff and the workspace admin see Subscription and can add a card, change add-ons, and open the billing portal. Field staff cannot. Workspace company settings, branding, and transferring admin stay with the workspace admin. See Manage subscription and billing.

Can I earn money recommending JobSheet if I have a trade following?

Yes. Trade creators can apply to the JobSheet partner programme. Approved partners earn 50% of a referred customer's paid subscription for the first three paid months after the free trial, and get complimentary JobSheet (custom branding, Xero, and five extra users) while they remain a partner. One partner per trade category at launch. See the partner programme.

Try JobSheet free for 14 days

Set up your workspace in about a minute. No card required.