How to run a works order workflow in JobSheet

Before you start

Works order mode starts when a job sheet has a work order reference, required by date, or is spawned from another works order. You need a bill-to customer (landlord or agent) with an email if you plan to use JobSheet email buttons.

Steps

1. Open Job Sheets and create or open the works order job sheet.
2. Open the Workflow tab. Expand 1. Intake.
3. Select Bill-to (landlord / agent), set site address (saved address or manual entry), enter Work order reference, and Required by, then choose Save intake.
4. Expand 2. Schedule. Pick Assigned operative, set Job date and time, and choose Save schedule.
5. Expand 3. Reply to customer (shown when there is a required-by date or customer email). Choose Mark booked in or Struggling to book in, then Email (booked) or Email (struggling) when customer notifications are on, or use the mailto link in your email app.
6. On site, open the Job tab. Add notes or photos, then set status to done when finished (requires a connection).
7. Back in Workflow, complete 5. Paperwork: upload a test certificate under Job tab → Files, and choose Create invoice or open the linked invoice.
8. Expand 6. Email pack to customer. Choose Send pack by email (when notifications are on) or Open email with pack template, attach files if needed, then Mark pack sent.
9. For extra work on the same site, use 7. Additional works → New works order from this job.

Tips

• Open work schedule from the schedule step to see the week view.
• If Reply is hidden, add a required by date or an email on the bill-to customer.
• Customer notifications must be on in Workspace for Send pack by email and booking emails from JobSheet.

Related guides

• Works orders feature guide
• Turn on customer notifications
• Mark a job done on site
• Manage customer addresses