v2.4
What's new in v2.4
Team week, Team members in the menu, Done then Finished job status, print that matches the job record, duplicate job sheets, and CSV customer import.
New in this update
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Team week on Work Schedule
On a computer, switch Diary to Team week for staff rows A–Z. The header dropdown is All staff by default, with Field staff and Hide empty rows. An Unassigned row appears when needed. Short day labels, and chips that show time and customer. Change week with ‹ ›; This week jumps back. Done and Finished visits stay on the board in grey. Phones stay on the usual diary.
Use Team week → -
Team members in the menu
Invite staff from Team members, not buried in Workspace. The page shows extra staff seats in use (admin included in the JobSheet subscription; extras on top). On a phone, office staff and the workspace admin open More, then Team members. Field staff do not see that link. Company settings stay in Workspace.
Invite a team member → -
Clearer diary
Schedule cards show Open, In progress, Done, Finished, or Cancelled. Cancelled jobs leave the diary. Done and Finished visits stay on the board. Team week shows them in grey.
Schedule a job in the diary → -
Print the job record you see on screen
Print / PDF sits on the job header for every role. The printout can include Actual visit (start, finish, hours, work and materials), with blank lines if those fields are empty.
Print a job sheet → -
Duplicate a job sheet
Clone last week’s visit with the same customer, instructions, site, and assignees. The Duplicate job sheet dialog asks for a new date. The copy starts as Open, without the old quote, visit times, files, or invoices.
Duplicate a job sheet → -
Done on site, Finished in the office
Engineers mark Done when they leave site. Office staff mark Finished after they have checked the sheet. Done jobs stay on Job Sheets until the office closes them.
Mark a job finished → -
Require visit times before Done
Optional workspace setting under Visit logs. When on, choose which Actual visit fields staff must fill before Mark done. Those fields are labelled Required. If you try Mark done while they are empty, JobSheet shows an error and highlights them. Turning it on pre-selects Actual start and Actual finish. If required fields are filled but not saved, Mark done saves them first.
Mark a job done → -
Import customers from CSV
Office staff can upload a contacts export (including Xero Contacts), map columns, and import in batches. Duplicates skip on email, then name. Bank and tax columns stay off the import.
Import customers from CSV →