WorkWorksheets
Creating a Worksheet
How to create a worksheet, assign it to a team member, and add jobs or quotes before saving.
A new worksheet can start completely empty, but in most cases you create it with at least one job or quote already attached. That makes the create screen part route setup, part assignment, and part job selection.
Main Fields
- Name: The worksheet name defaults to today’s date. Keep that if you use date-based worksheets, or replace it with a route name, staff name, area name, or anything else your team will recognise quickly.
- Assigned Team Member: Use this when the worksheet already belongs to a specific user. Leave it as Unassigned if you are building the worksheet before deciding who will run it. It only shows if your role can assign worksheets. Without that, the new worksheet is left unassigned, or is yours if you only see your own worksheets. If the person you pick is off on a day one of the selected jobs is due, a warning says which days and why. You can still give them the worksheet. See Team Availability.
- Vehicle: The van the worksheet goes out in. It starts on the van the assigned team member drives, with Their usual vehicle underneath, and changes with them if you pick someone else, until you choose a van yourself. Choose No vehicle when the work isn't done from one. Only vans still in use are offered. The jobs, payments and tips recorded from the worksheet count towards that van in your reports, such as the Completed Jobs Report and the Vehicles Report. The field only shows once your business has a vehicle, and who drives which van can be set on the Team Screen, or on the van's Drivers tab in the Vehicle Popup.
- Business context: This screen creates the worksheet inside the business you are currently working in. If you have more than one business selected, the job and quote selectors can still pull in records from those selected businesses, and each worksheet item keeps the business it came from.
Adding Jobs
- Add Job: Opens the jobs selector popup so you can pull in jobs that are available for worksheet assignment.
- Selected jobs list: Shows the jobs you have already chosen so you can review or remove them before saving.
- Create from inside the selector: If the job does not exist yet, the selector can open the create-job popup and then add the new job back into the worksheet form automatically.
Adding Quotes
- Add Quote: Opens the quote selector popup so quotes can be attached before the worksheet is saved.
- Selected quotes list: Lets you double-check the reference, customer, and quote status before creating the worksheet.
- Create from inside the selector: If the quote does not exist yet, the selector can open the create-quote popup and bring the saved quote back into the worksheet form.
What Happens After Save
- Validation: Work Planner expects at least one job or quote. An empty worksheet is not the normal create flow here.
- Worksheet opens ready to work: After save, the worksheet detail screen becomes the place where you reorder items, mark statuses, print, submit, and manage the route.
Related articles
- Adding Jobs: Useful if you want the selector flow explained in more detail.
- Adding Quotes: Covers the quote selector flow and what quote statuses mean inside a worksheet.
- Creating a Job from a Worksheet: Explains the create-job popup that can be opened during worksheet creation.
- Worksheet Detail Screen: The next step after the worksheet has been saved.