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 New job sheet (or create from a customer profile using New job sheet there).
4. Enter a title (how the job appears on lists and the schedule).
5. Select the customer.
6. 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.
7. Optionally add a description, Job date and time (UK local time), and site address (customer address or custom one-line address).
8. For repeat visits (for example weekly cleans), set Job date and time, tick Repeat, choose frequency and Ends on, then save. See Create recurring job sheets.
9. Save. The job sheet opens in detail view with status open (or the first visit opens after a recurring series is created).

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
• Create recurring job sheets
• Mark a job done on site