WorkWorksheets
Print, Email and Message Actions
How worksheet printing, sharing and emailing work from the worksheet screen, along with messaging customers and printing their documents.
The worksheet toolbar gives you a few different ways to get information out of the worksheet, and each one is aimed at a different audience. Some actions produce an internal worksheet PDF, some send customer-facing documents, and some are there purely for team communication.
Print Worksheet
- Print button: Print opens the worksheet PDF straight away using your saved worksheet print preferences.
- Best for: Internal route sheets, office copies, or a quick print without changing the layout first.
- What it uses: The last saved print layout from the worksheet print options popup.
Print with Settings
- Print with Settings: Choose it from the arrow beside Print. It opens the worksheet print options popup first so you can choose columns and address lines before the PDF opens.
- Best for: When the team in the field needs a simpler printout than the office, or when notes and money columns need switching on or off for this run only.
Share Worksheet
- Where to find it: Only in the Work Planner app. On a tablet, the Share button sits next to Print. On a phone, open the worksheet menu and choose Share Worksheet.
- What it sends: The same worksheet PDF as the Print button, laid out with your saved worksheet print preferences.
- Where it can go: Your device's share options open, so you can send the PDF to a team member by WhatsApp, text, or email, or save it to your files.
Print Documents
- What it works from: If you have selected worksheet items, Work Planner uses that selection. If nothing is selected, it uses the whole worksheet.
- Templates: Choose one of the templates you print. A preview shows it filled in for each job in turn. See Print Documents Popup.
- Slips dated: This appears for the service delivered slips so the printed document shows the correct visit date.
- Best for: Customer-facing documents rather than the worksheet itself.
Email Worksheet
- Where to find it: In the Send menu on the worksheet toolbar, or the three-dot menu on a phone.
- Who it is for: This sends the worksheet itself as an attachment, usually to a team member or another internal recipient.
- Recipients: The worksheet email popup is set up for manual recipient entry or choosing from the team email list, rather than selecting customers from worksheet items.
- Default wording: The subject starts as Worksheet [worksheet name] and the draft message already mentions the attached worksheet.
Message Customers
- Where to find it: In the Send menu on the worksheet toolbar, or the three-dot menu on a phone. The number beside it is how many customers it will message.
- Which items count: Job items with a customer. Quote items aren't included.
- Selection matters: If you select worksheet items first, only those are messaged. If nothing is selected, Work Planner uses all the jobs on the worksheet.
- Email or text: Choose how, then send an email and a text from your templates or written on the spot, with a preview for each customer. See Message Customers Popup.
- Best for: Short customer updates, arrival messages, or visit reminders tied to the jobs on the worksheet.
Practical Tip
If you are choosing between Print Worksheet and Print Documents, think about whether the output is for your team or for the customer. Worksheet printing is the internal route document. Document templates are the customer-facing path.
Related articles
- Print Options Popup: Controls the layout used for the worksheet PDF.
- Worksheet Detail Screen: Shows where these actions sit on desktop and mobile.
- Submitted Invoices Popup: Useful when worksheet submission creates invoices that also need printing or emailing.
- Route Optimisation and Ordering: A common thing to check before you print or send the worksheet out to the team.