Before you start #
Worksheets are configured in Settings → Worksheets. You can configure the worksheet’s details and display options before adding fields.
Open worksheet settings #
Go to Settings → Worksheets and open an existing worksheet to edit, or start a new worksheet if the Add Worksheet control is available.
Set the worksheet details #
Enter a worksheet name. Choose Internal Only when the worksheet is intended for staff use.
Choose the information to display #
Set whether to show the header, customer details, item details and job details. Expand the related options to configure the displayed information.
Add fields #
In Worksheet Builder, select Add a Worksheet Field. Enter a field label, choose a field type, and optionally add instructions or mark it required. Dropdown fields can have options. Save the field.
Arrange and save #
Use the worksheet builder’s ordering controls to arrange fields. Save the worksheet to apply its display settings. Field edits and ordering are saved separately, as indicated on the page.
What happens next #
The worksheet template is available in the job Worksheets selector, where it can be attached and completed.
Common questions #
Can I require an answer?
Yes. Mark a field Required when creating or editing that field.
Which field types are available?
Textbox, TextArea, Checkbox, Dropdown / Select and Date.
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
