Job tracking
Keep related Jobs, visits, pictures and documents together on a Jobsheet.
A Jobsheet is the parent record for related work. Add Jobs for the crew, quoted and logged hours, materials and field work. Keep enquiries, quotes, visits, pictures and invoices linked so the office and field team can follow the same work, with its contact and site in view.
One list, then one Jobsheet
Start with a Jobsheet, then keep its Jobs, visits, pictures and documents together. Open a Job for crew, time, materials and safety records.
Find any Jobsheet, filtered the way you work
Search a title or reference, filter Jobsheets by status, contact, site or date, and sort the list from its column headings. Each row identifies the contact and site and opens the Jobsheet with its Jobs, visits, pictures, enquiries, quotes and invoices.
A Jobsheet for related work
- Start a Jobsheet, then add the Jobs needed to carry out the work.
- Find Jobsheets by title or reference and filter by status, contact, site or date.
- See the contact and site on each row, then open the Jobsheet for its linked records.
Job details for the crew
- Set priority and trade type, assign the crew, and watch quoted hours against logged hours.
- Attach photos, documents and work notes straight to the job they belong to.
A full history you can trust
- A timeline on every job: status changes, dispatch, materials and notes.
- Logged time and materials live on the job; keep entries up to date so the record reflects the work.
- See quoted hours against the hours actually logged, so an overrun shows up early.
Common questions
- What is the difference between a Jobsheet and a Job?
- A Jobsheet is the parent record that keeps related Jobs, visits, pictures, enquiries, quotes and invoices together. A Job is the work within it, with the crew, quoted and logged hours, materials and work notes. Open the Job to see the records needed for that work.
- Does a Jobsheet need a site before I can start?
- No. You can start a Jobsheet before its site is known. Each Job is linked to a customer and site. When a contact is selected, its history can show all sites, one site, or No site assigned.
- Can I attach photos and documents to a job?
- Yes. Site photos, work notes, safety documents and files attach straight to the job they belong to, so the whole story of the work lives on one record.
- How do I know if a job is running over?
- The job shows quoted hours against the hours actually logged, so an overrun shows up while you can still act on it, not at invoice time.