How-to guides
Step-by-step guides for JobSheet: customers, job sheets, schedule, quotes, invoices, team invites, and mobile use.
How to connect Xero and post invoices from JobSheet
Enable the Xero add-on, connect your organisation, and post completed jobs as draft sales invoices in Xero.
How to create recurring job sheets in JobSheet
Set up repeat visits when creating a job sheet — daily, weekly, or monthly — so each occurrence appears on Work Schedule with its own status, notes, and photos.
Field staff vs office staff roles in JobSheet
Choose the right workspace role when inviting team members — field staff for on-site jobs, office staff for quotes and invoices.
How to manage a recurring job series in JobSheet
View a repeat visit pattern, end a series early, duplicate it for a new customer, or filter the Job Sheets list for recurring work.
How to transfer workspace admin in JobSheet
Hand over billing, team management, and workspace settings to another active team member.
iPhone push notifications in JobSheet
How JobSheet sends job, mention, and note-reminder pushes, when reminders fire, and where to change settings on your iPhone.
Install JobSheet from the App Store
Download the JobSheet iPhone app, sign in, enable push notifications, and add the upcoming jobs widget.
How to accept card payments on invoices in JobSheet
Let customers pay sent invoices by card after you connect Stripe in Workspace.
How to add your signature to quotes and invoices in JobSheet
Upload an owner signature image that appears on printed and PDF documents.
How to attach files to an invoice email in JobSheet
Send optional file attachments with invoice emails when files are already on the job or customer.
How to choose an invoice template in JobSheet
Pick a print and PDF layout style for invoices from Workspace settings.
How to download an invoice or quote PDF in JobSheet
Get a server-generated PDF for sent invoices, or use browser print for quotes and drafts.
How to duplicate an invoice as a draft in JobSheet
Create a new draft invoice from an existing one when you need a similar bill.
How to get a customer signature on a quote in JobSheet
Collect a client e-signature when the customer opens the quote link.
How to manage the price book in JobSheet
Save reusable parts and labour lines in Workspace and add them quickly to quotes and invoices.
How to refer a friend to JobSheet
Share your personal link and earn £10 billing credit when they subscribe after trial.
How to see when a customer opened an invoice email in JobSheet
Understand email open tracking for invoice and quote emails sent from JobSheet.
How to send invoice due reminders in JobSheet
Turn on automatic before-due and overdue reminder emails for sent invoices.
How to send a payment receipt to a customer in JobSheet
Configure JobSheet to email a receipt when you mark an invoice paid or when Stripe collects card payment.
How to set up Stripe Connect for JobSheet
Connect your own Stripe account in Workspace so customer card payments land in your bank.
How to share a customer invoice or quote link in JobSheet
Copy a read-only link customers can open without logging in to JobSheet.
How to understand customer email allowance in JobSheet
See how JobSheet counts customer emails, what uses one allowance, and how to add packs when you need more.
How to use the customer portal in JobSheet
Let customers view invoices and quotes from a link without logging into your workspace.
How to view invoice versions in JobSheet
See document snapshots and history when an invoice was re-sent or archived.
How to create a deposit invoice from a quote
Raise a part-payment (deposit) invoice from an accepted quote before the final balance is invoiced.
How to create a proforma invoice from a quote
Raise an informational proforma invoice from an accepted quote before final billing — excluded from paid revenue and VAT period exports.
How to create a revision quote in JobSheet
Issue a new quote version from an accepted quote when scope or price changes after the customer said yes.
How to download accountant reports from JobSheet
Use the Reports period picker to export summary CSV, invoice register, quote register, VAT period data, and line-level invoice CSV.
How to email a quote or invoice to a customer
Send an HTML summary of a quote or invoice from JobSheet when customer notifications are enabled.
How to enable UK VAT in JobSheet Workspace settings
Turn on UK VAT, add your VAT registration number, and choose whether prices show including or excluding VAT.
How to filter job sheets by stage in JobSheet
Use the stage filter on the Job Sheets list to find works orders needing scheduling, reply, paperwork, or completion.
How to issue a credit note in JobSheet
Reverse or adjust a sent or paid invoice by issuing a CN- credit note linked to the original invoice, including partial line credits.
How to manage customer addresses in JobSheet
Save site and invoice addresses on a customer profile for quotes, job sheets, and works order intake.
How to manage subscription and billing in JobSheet
Subscribe after your trial, update plan add-ons, open the Stripe Customer Portal, and understand read-only grace.
How to mark an invoice paid in JobSheet
Record that a customer has paid a sent invoice, optionally add a payment reference, and keep Reports totals accurate.
How to print a quote or set valid until in JobSheet
Generate a browser PDF from Print / PDF and add an optional valid until date on quotes.
How to run a works order workflow in JobSheet
Step through intake, scheduling, customer reply, paperwork, email pack, and follow-up on a landlord or agent works order.
How to get in-app help in JobSheet
Open contextual guides and search help from any page in your workspace.
How to set bank details and payment terms in JobSheet
Add payment terms and UK bank account details in Workspace so they appear on invoice and quote print views.
How to set up custom branding in JobSheet
Add your logo, home-screen icon, and brand colours after enabling the custom branding subscription add-on.
How to set VAT rates on quote lines in JobSheet
Choose 0%, 5%, or 20% VAT per line when UK VAT is enabled in Workspace settings.
How to share JobSheet exports with your accountant
Which Reports CSV files to send your bookkeeper, what JobSheet does and does not replace, and how to hand off to Xero or Sage.
How to turn on customer notifications in JobSheet
Enable JobSheet to email quotes, invoices, and works-order updates to customers from your workspace.
How to read quote billing (invoiced, credited, remaining)
Understand quote billing fields and workflow step 5 when raising deposit, final, or proforma invoices.
How to update your account settings in JobSheet
Change your profile, email, password, and light or dark appearance on Your account.
How to use support in JobSheet
Search in-app guides, open a support request, and track replies from the Support page.
How to use the credit notes register in JobSheet
Find credit notes in the sidebar, open linked source invoices, and filter the credit notes list.
How to view invoice and credit note history in JobSheet
See when an invoice or credit note was created, marked sent or paid, or when a credit note was issued.
How to void an invoice in JobSheet
Cancel a draft or sent-unpaid invoice by voiding it when you should not use a credit note.
How to download your JobSheet reports summary (CSV)
Export counts, money in (marked paid), net money in after credit notes, and quote funnel totals from the Reports tab.
How to install JobSheet on your phone (PWA)
Add JobSheet to your iPhone or Android home screen for full-screen access from the van.
How to mark a job done on site in JobSheet
Update job sheet status from your phone when work is finished, before you leave site.
How to add notes on a job or customer in JobSheet
Log workspace-visible notes on customers and job sheets, with optional reminder dates on the schedule.
How to add photos to a job or customer in JobSheet
Upload site photos and files to a job sheet or customer profile from phone or desktop.
How to invite a team member to JobSheet
Add staff logins from Workspace settings so engineers and office staff share your jobsheet.uk workspace.
How to create an invoice after a job is done
Create standard, deposit, final, or proforma invoices from an accepted quote when the linked job sheet is marked done.
How to confirm a quote and create a job sheet
Accept a quote in JobSheet and create the linked job sheet ready for scheduling.
How to create a quote with line items in JobSheet
Build a quote with customer, line items, and draft or sent status before confirming work.
How to subscribe your JobSheet diary to Apple or Google Calendar
Copy the ICS calendar link from Work Schedule into Apple Calendar, Outlook, or Google Calendar.
How to schedule a job in the JobSheet diary
Set job date and time on a job sheet so it appears on Work Schedule and your calendar feed.
How to import a company from Companies House
Search Companies House in JobSheet, import registered office and invoice address, and add directors as contacts.
How to add a customer in JobSheet
Add a person or UK organisation to your JobSheet customer directory, with contact and invoice address.
How to create a job sheet in JobSheet
Add a new job sheet with title, customer, assignees, and optional schedule times in the JobSheet tenant app.
How to start your JobSheet free trial
Register a UK trade workspace at jobsheet.uk: pick your address, optional Companies House lookup, no card required.