Job sheets | JobSheet.uk features
What a job sheet is
In JobSheet, each piece of work is a job sheet: one visit, one install, one repair, or one stage of a larger project. Job sheets live in the Job Sheets area and on each customer profile, so office staff and engineers are looking at the same record.
What you can set on each job sheet
- Title — how the job appears in lists and on the schedule
- Description — scope, access notes, or what was agreed on the phone
- Status —
open,in progress,done, orcancelled - Assignee — every job sheet must be assigned to a workspace team member
- Scheduled start and end — optional UK local date/time; used on the Work Schedule and calendar feed
- Site address — use the customer address or enter a custom one-line site address when the job is somewhere else
Creating and updating work
Create a job sheet from the Job Sheets tab or from a customer profile when you are already looking at that client. Open a row to see the full detail view, update status after the visit, and add notes or attachments without starting a new record.
When a quote is confirmed in JobSheet, the app can create a linked job sheet automatically so quoted work carries straight into scheduling.
On site
Engineers open the assigned job sheet from Job Sheets or Schedule, read the description and site address, add notes or photos, and mark the job done when finished. The office sees the same status on desktop without chasing updates by phone.