WorkWorksheets
Print, Email, and SMS Actions
How worksheet printing, worksheet emailing, SMS sending, and document distribution work from the worksheet screen.
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: The printer icon 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: 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.
Send/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: You pick a document template first, and the available actions depend on whether that template supports print, email, text, or a mix of them.
- Service Date: This extra field appears for service delivered slip templates so the printed or sent document shows the correct visit date.
- Best for: Customer-facing documents rather than the worksheet itself.
Email Worksheet
- 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.
Send SMS
- Which items count: SMS only uses job items with a customer mobile number. Quote items do not feed into this button.
- Selection matters: If you select worksheet items first, the SMS count and recipient list are taken from that selection. If nothing is selected, Work Planner uses all eligible jobs on the worksheet.
- 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 Send/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.