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How to create a job sheet in JobSheet

· Updated

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).
Job Sheets list with New job sheet on a computer
On a computer
Job Sheets list with New job sheet on a phone
On a phone
  1. Choose New job sheet (or create from a customer profile using New job sheet there).
New job sheet form on a computer
On a computer
New job sheet form on a phone
On a phone
  1. Enter a title (how the job appears on lists and the schedule).
  2. Select the customer.
  3. Under Schedule now (optional) (or later on the job sheet), tick one or more people under Assigned to (at least one is required before you save scheduling). Everyone ticked sees the job on Dashboard (today) and Work Schedule when filtered to Mine, and receives assignment pushes.
  4. Optionally add a description, Job date and time (UK local time), and site address (customer address or custom one-line address).
  5. For repeat visits (for example weekly cleans), set Job date and time, tick Repeat, and choose frequency and Ends on. See Create recurring job sheets.
  6. Choose Create job sheet. The job sheet opens in detail view with status open (or the first visit opens after a recurring series is created).
Job sheet Job tab with site address map after save on a computer
On a computer
Job sheet Job tab with site address map after save on a phone
On a phone

On site

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

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Set up your workspace in about a minute. No card required.

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