WorkWorksheets
Print Options Popup
How the worksheet print options popup works, including saved print preferences, column choices, address fields, and printing the final PDF.
The print options popup is the place to decide what your worksheet PDF should actually show before it opens. It is useful when the office needs a fuller printout than the team in the field, or when you want to remove columns that only add clutter.
How You Open It
- Print with Settings: Use this from the worksheet print split button when you want to review the layout before printing.
- Mobile menu: On smaller screens the same action appears in the worksheet actions menu as Print Worksheet.
- Direct print vs settings: The plain print button skips this popup and uses whatever worksheet print preferences were saved last time.
Columns
- Due date, Customer name, Address, Phone, Service: These are the core route and visit details. Leave them on when the worksheet is being used as an active work sheet for the team.
- Notes and Reminder: Useful when access instructions, visit reminders, or customer-specific warnings need to travel with the printout.
- Balance, Price, Payment, Payment method: These are the money columns. They make sense for office review, accounts checks, or collections work, but many teams leave some of them off for cleaner field printouts.
Address Fields
- Address line 1, Address line 2, Town, County, Postcode: These sit inside the single Address column. Turn off the lines your team never needs so the address block stays shorter and easier to scan.
- Address dependency: Address fields only matter if the Address column itself is enabled.
- Validation: Work Planner will stop the print if you leave the Address column on but untick every address field, because the PDF would otherwise contain an empty address block.
Buttons at the Bottom
- Reset to Defaults: Restores the full default worksheet layout if the saved setup has become too stripped back or too messy.
- Close: Leaves your saved preferences untouched and returns you to the worksheet.
- Print: Saves the current preferences first, then opens the worksheet PDF.
What Happens After Print
- Preferences are remembered: The column and address choices are saved to worksheet preferences, so the same layout is ready next time.
- The PDF uses the choices from this popup: You do not need to reconfigure the worksheet again after printing unless you want a different layout next time.
- The popup is about layout, not document templates: If you need customer-facing documents rather than a worksheet PDF, use the worksheet document actions instead.
Related articles
- Print, Email, and SMS Actions: Shows where worksheet printing sits alongside emailing, texting, and document distribution.
- Worksheet Detail Screen: Explains where the print controls live on the worksheet page.
- Submitted Invoices Popup: Useful when printing happens after worksheet submission has created invoices.
- Submit Options: Helps with the next decision if you are printing while finishing off a worksheet.