1. Help Center
  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.

Screenshot 2021-11-02 10.46.38
  • If you create a note or pricing then you can add it to the job sheet.
  • Click on the Create Document button (Green '+' button).

Screenshot 2021-11-02 10.49.02

  • 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
    Screenshot 2021-11-02 10.42.59
  • In the example below, both the note and pricing have been added to the job sheet. You will notice no prices are visible.

    Screenshot 2021-11-02 10.44.56
  • 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.