The job sheets section gives you a structured view of every job sheet in the system. You can see key details for projects, clients, operatives, and work status in one place.
What is a Job Sheet?
An operative creates a job sheet from an assigned form when they start work in a project. It records exactly what was done—whether the work is based on drawings or fixed locations.
Drawing-based projects: A pin on the drawing marks where work happened. Operatives either drop a new pin or select an existing one.
Location-based projects: The job sheet links to a specific location. You can choose from a list or create a new one to describe the area.
Once an operative records their work, the job sheet becomes part of the overall job. When every job sheet for that job is done, the operative can then can the complete and close the job. As operatives start and submit job sheets, Admins can track this progress and see task updates in real time through the job sheet statuses.
The global Job Sheets table
Header | Description |
Sheet no. | A unique identification number is automatically assigned to each job sheet. |
Status | The completion stage of a job sheet: In progress > Submitted > In review > Approved > Rejected. |
Project | The project associated with a specific job sheet. |
Client | The client linked to the job sheet. |
Operative | The operative who owns the job sheet. |
Form | Where the job sheet is pulling it’s fields from. |
Created | The date and time a job sheet was created. |
Submitted | The date and time a job sheet was submitted. |
Last updated | The date and time a job sheet was last modified. |
Additional options
Add filter – A dropdown menu for filtering job sheets by project status, client, project, operative, form, sheet number, created date, submitted date, or last updated date.
Status dropdown – A menu for filtering job sheets by their completion stage.
Get report – An option to generate an Excel report of job sheets