How to record actual visit times on a job sheet

Before you start

Open the job sheet from Job Sheets or Schedule. All workspace members can view and edit the Actual visit section on the Job tab.

Steps

  1. Open the job sheet and go to the Job tab.
  2. Scroll to Actual visit (below the planned schedule).
  3. Enter Actual start and Actual finish in UK local date and time, or tap Start job / Mark done to set times automatically when you change status.
  4. Optionally fill Hours on site, Work done, and Materials used for a short record of what happened on site.
  5. Choose Save on the section.

Actual visit vs comments

  • Actual visit is structured: times, hours, work, and materials in one place for the whole team.
  • Comments are for conversation, @mentions, and reminders. Use comments when you need to notify a colleague.

Tips

  • Planned Job date and time on the Office tab is what you booked; Actual visit is what really happened.
  • If you mark the job done without entering a finish time, JobSheet can stamp Actual finish for you.

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