Back to documentation
WorkWorksheets2 min read

Worksheet details

OverviewThis article explains how to use the main worksheet detail screen, where item order, completion state, communication, printing, and linked quote or job actions all come together.When to use thisUse this article w

Work Planner Documentation11 April 2026

Overview

This article explains how to use the main worksheet detail screen, where item order, completion state, communication, printing, and linked quote or job actions all come together.

When to use this

Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.

How it fits into the flow

Worksheet details sits within Work / Worksheets. It is designed to work alongside related articles such as Adding jobs to a worksheet, Adding quotes to a worksheet, Creating a worksheet, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Review the current values, linked records, and status information shown on the page.
  • Use the available actions to move into edit, communication, confirmation, or follow-up steps.
  • Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
  • Common on-screen actions include Order By, Actions, Next Stop in Google Maps, Next Stop in Apple Maps, Open Full Route in Google Maps.

Important fields

  • Content: Look for input such as “Enter note content...”.
  • Status Date: Complete this value carefully before you save.
  • Actual Duration (Hours): Complete this value carefully before you save.
  • Actual Duration (Minutes): Complete this value carefully before you save.
  • Charged: Complete this value carefully before you save.
  • Invoice: Turn this option on only when it applies to the current workflow.
  • Paid: Turn this option on only when it applies to the current workflow.
  • Paid: Complete this value carefully before you save.
  • Tip: Complete this value carefully before you save.
  • Method: Look for input such as “Select payment method”.
  • Reference: Look for input such as “Payment Reference”.
  • Payment Fee: Complete this value carefully before you save.

Related articles

1 October 2026 • 6 min read

Increase Prices Popup

Put prices up for selected jobs from a date you choose, check every job's old and new price, and let customers know by email, text or a printed letter.

Read article
1 October 2026 • 3 min read

Navigating to Worksheet Jobs

How Navigate hands a job's address to Google Maps, Apple Maps or Waze, and how Work Planner brings the job back when you return.

Read article
1 October 2026 • 8 min read

Worksheet Route Popup

How the Route popup shows the stops still to do on a map with arrival times, and how to put them in a better order with Optimise Order, by dragging them, and by locking stops in place.

Read article