How to create a job sheet in JobSheet

Before you start

Add the customer first, or create the job sheet from their profile so the client is already linked.

Steps

1. Sign in to your workspace (for example yourcompany.jobsheet.uk).
2. Open Job Sheets in the bottom tabs (phone) or sidebar (desktop).
3. Choose + Job sheet (or create from a customer profile using + Job sheet there).
4. Enter a title (how the job appears on lists and the schedule).
5. Select the customer.
6. Choose assignee (required). Every job sheet must belong to a team member.
7. Optionally add a description, scheduled start/end (UK local time), and site address (customer address or custom one-line address).
8. Save. The job sheet opens in detail view with status open.

On site

Open the job from Job Sheets or Schedule, update status to in progress, then done when finished.

Related guides

• Schedule a job in the diary
• Mark a job done on site