Works orders
What works orders are for
Many UK trades handle works orders from landlords, letting agents, or maintenance portals. The email names a site address (often a tenant flat), a work order reference, and a required-by date, while the bill-to customer is the landlord or agent.
JobSheet treats a job sheet as a works order when you add a work order reference, required by date, or link it from a previous works order. A guided Workflow panel on the job sheet walks your office through intake to completion.
Seven workflow steps
On a works order job sheet, the Workflow tab shows numbered steps:
- Intake: bill-to customer (landlord or agent), site address, work order reference, and required by date
- Schedule: assign an operative and set job date and time
- Reply to customer: mark booked in or struggling to book in, then email or copy a template (when the customer has an email or a required-by date is set)
- Complete job: the operative marks the job done on the Job tab (needs a connection)
- Paperwork: upload a test certificate in Job tab → Files, and create or link an invoice
- Email pack to customer: send certificate and invoice details with Send pack by email (when customer notifications are on), or use your email app, then Mark pack sent
- Additional works (optional): New works order from this job when the landlord raises extra work on the same site
Standard job sheets without works order fields still use a shorter workflow (schedule, complete, optional invoice).
Site vs bill-to
Intake separates who pays from where the work happens. Pick the bill-to (landlord / agent) customer, then set the site address from saved addresses on that customer or add the flat manually. Operatives see the site on the job sheet and map preview.
Email and notifications
When Send emails to customers from JobSheet is on in Workspace, booking replies and paperwork packs send as HTML emails from JobSheet (subject to your workspace email allowance). When off, mailto links and Copy template still work in your own email app.
Pack email lists linked files and invoice references. Attach PDFs from Job tab → Files in your email app if the customer needs files you uploaded there.
Follow-up works orders
New works order from this job creates a linked child job sheet with the same bill-to customer and site address carried over. Use it when the landlord sends another order for the same property without retyping intake details.