Worksheet Detail Screen
How the worksheet detail screen is organised, including the summary cards, worksheet items, actions, the route map, equipment, and submission controls.
The worksheet detail screen is where planning turns into real execution. Once a worksheet exists, this page becomes the place for reordering the route, opening jobs and quotes, marking outcomes, handling communication, and submitting the worksheet when the work is finished.
Top Area
- Worksheet name: This is the route or pack name the team will recognise. It can usually be edited if the worksheet is still active.
- Add Item: Opens a menu to create a new job or quote straight onto the worksheet, or to add existing jobs and quotes. It is unavailable once the worksheet has been submitted.
- Submit Worksheet: This is the final action that turns completed or missed worksheet items into ledger outcomes and can also trigger invoice creation.
- More Actions: Holds Move Items and Delete Items for the worksheet items you have selected, plus Delete Worksheet, which removes the whole worksheet once you confirm.
- On a phone: These actions, along with ordering, printing, and sending, are in the three-dot menu above the worksheet items.
Summary Cards
Under the worksheet name, four cards show the state of the day before you drill into individual items. On a phone they start folded away so the worksheet items stay near the top. Tap Show worksheet summary to open them, and Work Planner remembers your choice on that device.
- Status: Shows whether the worksheet is In Progress or Complete, when it was created, and who it is assigned to when your business has more than one user.
- Progress: How many items are done (complete or missed) out of the total, with a progress bar, plus the count and value of complete, missed, and still-to-do items.
- Total and Paid: The value of the worksheet and how much has been paid so far, with a breakdown by payment method once payments come in.
- Reminders Needed: How many jobs on the worksheet are flagged as needing a reminder.
Worksheet Items Area
- All / Reminders switch: All selects every worksheet item, and pressing it again clears the selection. Reminders selects just the jobs that need a reminder, and is greyed out when none do. Each side shows how many are selected, and the switch lights up on its own when you tick the same items by hand.
- What the selection is for: Moving or deleting worksheet items from More Actions, or sending documents and texts to just those items.
- Worksheet item card: Each item holds the job or quote reference, address, notes, outcome, money, and quick actions relevant to that piece of work.
- Navigate: The popup for each job or quote has a Navigate button that opens directions in Google Maps, Apple Maps or Waze. See Navigating to Worksheet Jobs.
Toolbar Actions
The toolbar sits just above the worksheet items, beside the All / Reminders switch.
- View: Switch between Grid and List. Grid is better for card-style route reading, while list can feel cleaner when you want tighter rows.
- Card Settings: Also in the View menu. It opens the worksheet card settings popup, where you choose which job and customer fields appear on each item card.
- Order By: Lets you switch between manual order and automatic ordering rules such as round order, due date, address, or postcode.
- Route: The map button opens the Route popup, which shows the stops still to do on a map with arrival times and can optimise their order. It is included on Pro and Team, and on Essential with the Route Optimisation bolt-on.
- Print and Send: Print opens the worksheet PDF, and the arrow beside it has Print with Settings and Send/Print Documents. Send has Email Worksheet, Send SMS, and Send/Print Documents. In the Work Planner app there is also a Share button.
Equipment Required
When any job on the worksheet has equipment assigned, a deduplicated Equipment required strip appears just above the worksheet items. Each piece shows its name and colour swatch, so the team can collect what they need before leaving. Individual worksheet item cards also show a small hammer badge listing the equipment for that specific job.
Related articles
- Route Optimisation and Ordering: Explains the ordering controls in detail.
- Worksheet Route Popup: The map of the day's stops and Optimise Order.
- Navigating to Worksheet Jobs: Directions to each stop and coming back to complete it.
- Print, Email, and SMS Actions: Covers the send and print tools attached to the worksheet screen.
- Submit Options: Important when the worksheet still has unfinished items at the point of submission.
- Editing Worksheet Item Payment and Reference Fields: Useful when you need to understand the money fields inside an item popup.
- Worksheet Card Settings Popup: Useful when you want to change which fields appear on each item card.
- Equipment on Jobs and Worksheets: Explains how the equipment summary at the top of the page is built.