Job worksheet notes
OverviewThis article explains when to use job worksheet notes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as par
Overview
This article explains when to use job worksheet notes, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Job worksheet notes sits within Work / Jobs. It is designed to work alongside related articles such as Adding jobs to a worksheet, Advanced job pricing, Bulk editing jobs, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include More Actions, Use Customer Address, Job Address, Find Address, No Schedule.
Important fields
- Customer: Look for input such as “Select customer”.
- Address Line 1: Look for input such as “Street address”.
- Address Line 2: Look for input such as “Apartment, suite, etc.”.
- Town: Look for input such as “Town/City”.
- County: Look for input such as “County/State”.
- Postcode: Look for input such as “Postcode/ZIP”.
- Service: Look for input such as “Select service”.
- Important: Turn this option on only when it applies to the current workflow.
- Reminder Required: Turn this option on only when it applies to the current workflow.
- Invoice Required: Turn this option on only when it applies to the current workflow.
- Show advanced pricing options: Turn this option on only when it applies to the current workflow.
- VAT Rate: Look for input such as “Select VAT Rate”.