Navigating to Worksheet Jobs
How Navigate hands a job's address to Google Maps, Apple Maps or Waze, and how Work Planner brings the job back when you return.
Read article: Navigating to Worksheet JobsWorksheets help
Help for Worksheets in Work Planner.
Articles
Worksheet Route Popup
How the Route popup shows the stops still to do on a map with arrival times, and how to put them in a better order with Optimise Order, by dragging them, and by locking stops in place.
Read article: Worksheet Route PopupWorksheet Card Settings Popup
How to choose which fields appear on each worksheet item card, including the job, customer, and related groups.
Read article: Worksheet Card Settings PopupQuote 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 article: Quote Quick-Process from a WorksheetEditing 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 article: Editing Worksheet Item Payment and Reference FieldsRoute Optimisation and Ordering
How worksheet ordering works, including manual reordering, the automatic sort modes, and optimising the order from the Route popup.
Read article: Route Optimisation and OrderingPrint, Email and Message Actions
How worksheet printing, sharing and emailing work from the worksheet screen, along with messaging customers and printing their documents.
Read article: Print, Email and Message ActionsSubmitted Invoices Popup
How to review, print, email, and share invoices created during worksheet submission before leaving the worksheet flow.
Read article: Submitted Invoices PopupSubmit Options
How worksheet submission handles unfinished items, invoice creation, ledger entries, and the choice between moving or removing outstanding work.
Read article: Submit OptionsPrint Options Popup
How the worksheet print options popup works, including saved print preferences, column choices, address fields, and printing the final PDF.
Read article: Print Options PopupMove Items Popup
How to move selected worksheet items to another worksheet or into a brand new worksheet.
Read article: Move Items PopupCreating a Quote from a Worksheet
How the worksheet create-quote popup works, including customer details, source, services, and reference fields.
Read article: Creating a Quote from a WorksheetCreating 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 article: Creating a Job from a WorksheetAdding Quotes
How to add quote items to an existing worksheet and what those quote items are used for later.
Read article: Adding QuotesAdding Jobs
How the Add Jobs to Worksheet selector works and what makes a job available for worksheet assignment.
Read article: Adding JobsWorksheet Detail Screen
How the worksheet detail screen is organised, including its vehicle, the summary cards, worksheet items, actions, the route map, equipment, and submission controls.
Read article: Worksheet Detail ScreenCreating a Worksheet
How to create a worksheet, assign it to a team member, and add jobs or quotes before saving.
Read article: Creating a WorksheetWorksheets List
How to use the Worksheets list to search, filter, sort, and open active or completed worksheets.
Read article: Worksheets ListQuick-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 article: Quick-processing quotes from a worksheetSending 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 article: Sending worksheet SMSSending 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 article: Sending worksheet emailsPrinting 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 article: Printing worksheet documentsReviewing 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 article: Reviewing submitted invoicesWorksheet 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 article: Worksheet submit optionsWorksheet 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 article: Worksheet print optionsMove 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 article: Move worksheet items dialogIncomplete 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 article: Incomplete worksheet itemsAdding 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 article: Adding quotes to a worksheetAdding 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 article: Adding jobs to a worksheetWorksheet 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 article: Worksheet detailsCreating 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 article: Creating a worksheet