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  2. Frequently Asked Questions
  3. Sales: Invoices, Quotes, Worksheets

How Do I Create a Job Sheet?

  • Click on Projects
  • Click on New Project
  • Select the Customer the project is for
  • Name your project
Click on the Add new item to project button.

Powered Now, creating a job sheet
  • If you create a note or pricing then you can add it to the job sheet.
  • Click on the Create Document button.

Powered Now, creating a job sheet

  • Click on the items you wish to add to your job sheet, e.g. Pricing
  • Click the document you want to create, i.e. Job Sheet
  • In the example below, both the note and pricing have been added to the job sheet. You will notice no prices are visible.

    Powered Now, creating a job sheet
  • Click Send 

Creating a job sheet from a quote
Pricing will be hidden on the job sheet if you create a job sheet from a quote. Once a job sheet has been raised, you can edit it to add more detail if required.