Understanding Job Sheets in WorkPal
A Job Sheet in WorkPal provides a comprehensive summary of a specific job, pulling together all the key information in one accessible place. It's designed to give you a snapshot of a job's status and details at any given moment.
What's Included on a Job Sheet?
Job Sheets can incorporate a wide range of important job-related information, such as:
- Assets: Any equipment or items linked to the job.
- Assignees: Who is working on the job.
- Images: Photos attached to the job.
- Notes: All recorded notes and observations.
- Parts: Any parts or materials used.
- Signatures: Captured signatures (e.g., client sign-off).
- Tasks: The individual tasks that make up the job.
- Job Times: Recorded travel and work times.
- Job Type: The category of the job.
- Job Status: The current progress of the job.
When and How to View a Job Sheet
Unlike Invoices, which are typically generated once a job is complete, Job Sheets can be viewed at any point during a job's lifecycle. They populate dynamically with the most up-to-date information available on the respective job at the time you view it.
To access a Job Sheet, simply select the dedicated 'Job Sheet' button located on the relevant Job page.
From there, you'll have several convenient options:
- View: Review the Job Sheet directly within WorkPal.
- Print: Produce a physical copy.
- Email: Send the Job Sheet to relevant parties.
- Download as PDF: Save a digital copy to your computer.
Important Note on Downloaded PDFs
It's crucial to understand that a downloaded PDF copy of a Job Sheet is a static document. Once you download it, that file is a completed record based on the information available at the time of download. It will not automatically update if further details (like new notes or images) are added to the job in WorkPal. For the most current information, always refer to the live Job Sheet within the WorkPal system itself.
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