Your business details
Name, address, contact details, logo and the colours you want on documents.
A clear four-step workflow
Site work in. Professional paperwork out.
Day Worksheet follows the job from the first entry on site to the document your customer receives.
How long does a job sheet take to create?
Most of the work happens while you are on site. You add hours, materials, equipment and photos as you go, then review the totals and produce the PDF in a couple of taps. Your business details and branding are set up once and reused on every document.
What you need before you start
Your rates
The hourly rates you charge, so labour totals are right first time.
Your tax settings
Whether you charge VAT and whether CIS applies to the work you do.
A phone
iPhone or Android. Nothing to install on a computer, no office setup.
- Step 01
Set up your business
Add your business details, logo and brand colours once in Business Profile. Every document you produce afterwards carries them.
- Business name, address and contact details shown on every document
- Your logo and brand colours applied to job sheets and invoices
- Default hourly rates, VAT and CIS settings so totals calculate the way you work
- Currency selection for the way you invoice
Time needed: Once, about ten minutes
- Step 02
Record the job on site
Create the job sheet, add each operative with their hours and rate, then log the materials, equipment and quantities used. Add photos and descriptions while the work is in front of you.
- Add several operatives, each with their own trade, rate and hours
- Keep day work separate from priced work on the same job
- Log materials and equipment with quantities as they are used
- Attach photos of the work, the access and anything unexpected
Time needed: As you work — usually a few minutes across the visit
- Step 03
Check the totals and get it signed
Review the recorded hours, rates, quantities and job information before anything leaves your phone. The customer can sign against the completed work on site.
- Labour, materials and equipment totalled from what you entered
- VAT and CIS applied from your business profile settings
- Electronic signature captured against the finished work
- Nothing is sent until you are happy with it
Time needed: A minute before you leave site
- Step 04
Send the record
Produce a job sheet PDF, or an invoice on a paid plan, and send or share it with the customer straight from the app.
- Branded PDF job sheet ready to email or share
- Invoice generated from the same job on Basic and Premium
- Send from the phone before you have driven home
- A copy stays on the device as your record of the visit
Time needed: Two taps
A day on the tools, step by step
| When | On site | In the app |
|---|---|---|
| Arriving | Look over the work and agree what is being done | Create the job sheet and add the customer |
| During the work | Fit, repair, install | Log hours per operative, materials and equipment as they are used |
| Something changes | Extra work agreed on the spot | Record it as day work, separate from the priced work |
| Finishing | Walk the customer round the work | Add photos, check totals, take the signature |
| Leaving | Pack up | Send the job sheet PDF, or raise the invoice |
Do I need a signal on site to record a job?
You record the job on your phone and the details are kept on the device. Sending the finished PDF to a customer needs a connection, so if you are working somewhere with no signal you can finish the record on site and send it once you are back in coverage.
What happens to the record after I send it?
The job sheet stays in the app as your record of the visit, with the photos, hours and materials attached to it. On Basic and Premium you can raise an invoice from the same job, so the figures on the invoice come from what was recorded on site rather than being retyped.
Job sheet, timesheet or daywork sheet?
They are related but not the same. The table below is the short version.
| Record | Main purpose | Typical detail |
|---|---|---|
| Timesheet | Record time worked | Person, date and hours |
| Job sheet | Record the whole job | Work done, labour, materials, equipment and proof |
| Daywork sheet | Evidence the resources used | Labour, plant or equipment and materials used for the work |
Less paperwork. Better records.
Take the job from site notes to a professional record.
Free plan available on iPhone and Android. No card needed to start.
