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
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.