Filling in worksheets

  • Updated

Often, work sheets will have been attached to jobs for you to fill out whilst carrying out work. A worksheet is a digital representation of the sheets you would normally have to fill out on a job.

These could include Risk Assessments, Delivery Notes, or Service Sheets. These will already be pre-loaded by the back office against the job and will be found when opening the job.

There may be several worksheets which require completion, and you may be required to fill in the sheet before starting a job. To fill in the worksheet, click on it:

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Often, you will only see one question:

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But others will appear when you pick an option:

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As with the Vehicle Checks, you may be prompted to take photos or obtain signatures depending on the options chosen. This will vary from worksheet to worksheet.

When you have completed filling out the worksheet, press Back to Job at the upper right of the screen.