How-to guides
Step-by-step guides for JobSheet: customers, job sheets, schedule, quotes, invoices, team invites, and mobile use.
Customers
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 import a company from Companies House
Search Companies House in JobSheet, import registered office and invoice address, and add directors as contacts.
How to import customers from a CSV file in JobSheet
Upload a contacts export, map columns (Xero Contacts is detected automatically), and import in batches of 50.
How to manage customer addresses in JobSheet
Save site and invoice addresses on a customer profile for quotes, job sheets, and works order intake.
Job sheets
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 duplicate a job sheet in JobSheet
Clone an existing job sheet with the same customer, instructions, and assignees, then pick a new visit date.
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 mark a job done on site in JobSheet
Update job sheet status from your phone when the visit is done, before you leave site.
How to mark a job finished in the office
After the engineer marks a visit done, office staff close the job as Finished once they have checked the sheet.
How to record actual visit times on a job sheet
Log start and finish times, hours on site, work done, and materials on the Job tab, separate from team comments.
How to print a job sheet with a QR code in JobSheet
Print a van-friendly job sheet from the job header and control sections, footer text, and an optional QR code from Workspace settings.
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.
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 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.
Schedule
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 use Team week on the Work Schedule
On a computer, switch Work Schedule to Team week to see every colleague as a row and the week across the top.
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.
Quotes
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 confirm a quote and create a job sheet
Accept a quote in JobSheet and create the linked job sheet ready for scheduling.
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 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 set your quote number and reference in JobSheet
Edit the QUO number or add your own reference on a quote before you send or confirm it.
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 read quote billing (invoiced, credited, remaining)
Understand quote billing fields and workflow step 5 when raising deposit, final, or proforma invoices.
How to get a customer signature on a quote in JobSheet
Collect a client e-signature when the customer opens the quote link.
Invoices and payments
How to create a final invoice after a job is marked done
From an accepted quote, raise a standard, deposit, final, or proforma invoice once the linked job sheet is marked Done.
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 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 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 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 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 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 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 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 share a customer invoice or quote link in JobSheet
Copy a read-only link customers can open without logging in to JobSheet.
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 a document template in JobSheet
Pick Classic, Detailed, or Branded for invoices, credit notes, quotes, and job sheets — and preview in Workspace.
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 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 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 accept card payments on invoices in JobSheet
Let customers pay sent invoices by card after you connect Stripe in Workspace.
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 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 use the customer portal in JobSheet
Let customers view invoices and quotes from a link without logging into your workspace.
Files and notes
How to add site photos to a job sheet or customer record
Upload before/after site photos and files to a JobSheet job or customer from your phone or desktop, then file them in folders.
How to organise job files in folders
Use system and custom folders on a job sheet or customer profile to keep photos and paperwork tidy.
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.
Reports
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 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 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.
Team and workspace
How to invite a team member to JobSheet
Add staff logins from Team members so engineers and office staff share your jobsheet.uk workspace.
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 transfer workspace admin in JobSheet
Hand over billing, team management, and workspace settings to another active team member.
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 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 turn on customer notifications in JobSheet
Enable JobSheet to email quotes, invoices, and works-order updates to customers from your workspace.
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 send invoice due reminders in JobSheet
Turn on automatic before-due and overdue reminder emails for sent invoices.
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 add your signature to quotes and invoices in JobSheet
Upload an owner signature image that appears on printed and PDF documents.
How to manage subscription and billing in JobSheet
Add your card during the trial so you sign up automatically when it ends, update plan add-ons, and open the Stripe Customer Portal.
How to set up custom branding in JobSheet
Add your document logo, menu logo, home-screen icon, and brand colours, then see how they look in light and dark mode.
How to refer a friend to JobSheet
Share your personal link and earn £10 billing credit when they subscribe after trial.
How to update your account settings in JobSheet
Change your profile, email, password, and light or dark appearance on Your account.
How to get in-app help in JobSheet
Open contextual guides and search help from any page in your workspace.
How to use support in JobSheet
Search in-app guides, open a support request, and track replies from the Support page.
Get started
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.
How to use the Dashboard in JobSheet
Find today's jobs and reminders, week pipeline counts, and recent activity on the JobSheet home screen.
How to install JobSheet on your phone (PWA)
Add JobSheet to your iPhone or Android home screen for full-screen access from the van.
Install JobSheet on iPhone (App Store app coming late 2026)
The JobSheet iPhone app is not on the App Store yet. Install JobSheet from Safari in about a minute and use it like an app today.
iPhone push notifications in JobSheet (coming late 2026)
Push notifications arrive with the JobSheet iPhone app in late 2026: job, mention, and note-reminder alerts, and where you will change the settings.