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 articleWorksheets help
Help for Worksheets in Work Planner.
Articles
Editing 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 articleWorksheets List
How to use the Worksheets list to search, filter, sort, and open active or completed worksheets.
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