There are 2 ways to create a new Jobsheet;
1 – New Jobsheet from an Existing Event in Calendar
If an event is open, a user can create a new jobsheet from the Jobsheet section within the Event.
(image: Jobsheet from Calendar)
Users can create multiple Jobsheets related to an event. The created jobsheet would be automatically populated from the fields of the related event, thus speeding up the process of the creation of jobsheets.
2 – New Jobsheet from the Jobsheet section
(image: Jobsheet from Jobsheet section)
Creating a new jobsheet is fairly easy, by filling in the fields (client, a title / brief, the details of the job finished, selecting a Job Type, the Start time and End time of task) and clicking the Create button at the bottom of the screen.
The Tag field is optional, but a very effective tool for searching and reporting at a later stage. This field can be used to link Jobsheets (e.g Project name, Quote Ref) or to tag any other information (eg. Warranty or Non-Billable).
(image: Jobsheet form)
Once the Jobsheet is created, new sections are visible on the Jobsheet page. These are;
- Image Attachments