How-to guides
Step-by-step guides for JobSheet: customers, job sheets, schedule, quotes, invoices, team invites, and mobile use.
How to download your JobSheet reports summary (CSV)
Export counts and quote/invoice totals from the Reports tab for your bookkeeper or spreadsheet.
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 an invoice from an accepted quote when the linked job sheet is marked done in JobSheet.
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 GBP 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 scheduled start and end times 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, assignee, 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.