Worksheet Card Settings Popup
How to choose which fields appear on each worksheet item card, including the job, customer, and related groups.
Read articleWorksheets help
Help for Worksheets in Work Planner.
Articles
Quote Quick-Process from a Worksheet
How the worksheet version of quote quick-process works, including service pricing, save-and-next navigation, and the worksheet-specific limits on confirmation.
Read articleEditing Worksheet Item Payment and Reference Fields
How to fill in the money, invoice, payment method, payment reference, and timing fields on a worksheet job item.
Read articleRoute Optimisation and Ordering
How worksheet ordering modes and route optimisation work, including manual reordering, automatic sort modes, and navigation links.
Read articlePrint, Email, and SMS Actions
How worksheet printing, worksheet emailing, SMS sending, and document distribution work from the worksheet screen.
Read articleSubmitted Invoices Popup
How to review, print, and email invoices created during worksheet submission before leaving the worksheet flow.
Read articleSubmit Options
How worksheet submission handles unfinished items, invoice creation, ledger entries, and the choice between moving or removing outstanding work.
Read articlePrint Options Popup
How the worksheet print options popup works, including saved print preferences, column choices, address fields, and printing the final PDF.
Read articleMove Items Popup
How to move selected worksheet items to another worksheet or into a brand new worksheet.
Read articleCreating a Quote from a Worksheet
How the worksheet create-quote popup works, including customer details, source, services, and reference fields.
Read articleCreating a Job from a Worksheet
How the worksheet create-job popup works and which fields are needed before the new job is added back into the worksheet.
Read articleAdding Quotes
How to add quote items to an existing worksheet and what those quote items are used for later.
Read articleAdding Jobs
How the Add Jobs to Worksheet selector works and what makes a job available for worksheet assignment.
Read articleWorksheet Detail Screen
How the worksheet detail screen is organised, including worksheet items, actions, route information, and submission controls.
Read articleCreating a Worksheet
How to create a worksheet, assign it to a team member, and add jobs or quotes before saving.
Read articleQuick-processing quotes from a worksheet
OverviewThis article explains when to use quick-processing quotes from a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the
Read articleSending worksheet SMS
OverviewThis article explains when to use sending worksheet sms, 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 p
Read articleSending worksheet emails
OverviewThis article explains when to use sending worksheet emails, 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 a
Read articlePrinting worksheet documents
OverviewThis article explains when to use printing worksheet documents, 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 appea
Read articleReviewing submitted invoices
OverviewThis article explains when to use reviewing submitted invoices, 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 appea
Read articleWorksheet submit options
OverviewThis article explains when to use worksheet submit options, 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 a
Read articleWorksheet print options
OverviewThis article explains when to use worksheet print options, 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
Read articleMove worksheet items dialog
OverviewThis article explains when to use move worksheet items dialog, 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 appear
Read articleIncomplete worksheet items
OverviewThis article explains when to use incomplete worksheet items, 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
Read articleAdding quotes to a worksheet
OverviewThis article explains when to use adding quotes to a worksheet, 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 appea
Read articleAdding jobs to a worksheet
OverviewThis article explains when to use adding jobs to a worksheet, 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
Read articleWorksheet details
OverviewThis article explains how to use the main worksheet detail screen, where item order, completion state, communication, printing, and linked quote or job actions all come together.When to use thisUse this article w
Read articleCreating a worksheet
OverviewThis article explains how to use creating a worksheet in Work Planner, including the main fields that shape how the worksheets record behaves once it is saved.When to use thisUse this article when you are adding
Read articleWorksheets list
OverviewThis article explains how to use worksheets list in the worksheets area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need
Read article