Fillable Job Work Sheets (Service)

Work sheets (or Work Orders) allow employees in the field to validate the completion of their work. Workers can also add notes, upload pictures, and log the time they spent on the job. They are a useful tool that connects the work in the field back to the office.

Example: Work sheets are commonplace in mechanic shops. The technicians see the service items and notes on the work sheet, given to them from the office. The technicians complete the work and add notes related to the job. Often they make recommendations, or identify problems they encounter. They can also record their time spent on the work, which is helpful for the office to make adjustments on the final invoice for total hourly charges.

Work Sheets can be accessed from within the job itself, next to each appointment (Every Appointment has its own work sheet). This allows the office staff to easily reference the completed work sheets. Master Work Sheets, which are a combination of all work sheets tied to a job, can be found under the 3 dots at the top-right of the job page (pictured below).

*Master Work Sheets cannot be filled-in. They are intended to serve as a consolidated copy of all work sheets, referenceable by the office/ownership teams.

Work sheets can also be accessed from the My Day/Employee Dashboard page. Under the Jobs tile, click on the job number to access the Work Sheet. (*This link to the work sheets must be activated for the permission-level, otherwise it will go to the job page, like normal - however, the work sheet can be accessed next to the appointment on the job page, pictured above).

Within the work sheet page, technicians can see important information, including the job number and customer address. The job can be accessed by users that have permission to.

Technicians can record their time spent on the job. They can see any important appointment or job notes left by the office, and they can add their own notes to document any details of the job, like how it went, or issues they encountered.

Technicians can Punch In & Out on the work sheets as a way to record their time spent on the job. This helps gauge time spent on job labor and overall efficiency. Users can override the current punch in/out date/time, allowing them to record their time spent on the job accurately. This is helpful in case they aren’t able to clock on or off the job work sheet until later on.

*Note - Work Sheet punch ins/outs are tied to the job/appointment work sheets specifically. They are separate from the standard punch clock on the My Day page, which tracks running time and overall working hours, and will not show on the standard Timesheet Management report.

In the Work sheet’s Products and Services section, employees can mark the services complete. You can also add any completion notes that might be helpful for the office team. ie. “We had to skip one window because it was blocked by a large bush”. NOTE: Marking work sheet items complete will mark the line item as complete on the job page automatically too.

Completed services will be date & time stamped as a record of when they were completed. *NOTE: Only users assigned to the appointment have the ability to mark products/services complete on the work sheet. Remember - the work sheets are intended to enable the employees in the field to record the results of the job for the office team.

Back on the job page, we can see the items that were marked complete on the work sheet, are now shown completed on the job page as well (see below).

A) If you have multiple appointment events tied to your job, you have the ability to assign specific line items to specific appointments. If line items are specifically assigned to an appointment, then only those line items will display on that appointment’s work sheet.

B) *If you have multiple appointment events tied to your job, but you do not assign specific line items to specific appointments, then all line items will show on each appointment’s work sheet. This can be helpful for ongoing jobs/projects that take multiple appointments to finish.

In this scenario, if your staff mark a line item complete on one work sheet, but not yet completed on the future appointment work sheets, then the line items will display a status of “In Progress” on the main job page until they are fully Complete on the last appointment event.