How Do I Create a Job Sheet?

• Click on Projects
• Click on New Project
• Select the Customer the project is for
• Name your project

• If you create a note or pricing then you can add it to the job sheet.

• Click on the Create Document button (Green '+' button).

• 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 (on the mobile app press 'Create Document' and select the document you'd like to create
  
• In the example below, both the note and pricing have been added to the job sheet. You will notice no prices are visible.
  
  
• Click Send (Paper plane in the top right of the mobile app)

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.