Before you start #
Worksheet templates are managed in Settings → Worksheets. Worksheet field edits and ordering save separately from display options.
Open Worksheets settings #
Go to Settings → Worksheets and choose the option to add a worksheet.
Name the worksheet #
Enter a clear Worksheet Name. Select Internal Only if the worksheet is for internal staff use.
Set display options #
Choose whether the worksheet shows its header, customer details, item details and job details. Expand each section for additional options.
Add the fields staff will complete #
Use Add a Worksheet Field. Set its label and type, add optional instructions, configure options for a dropdown, and mark it required if needed. Save each field.
Arrange and save #
Arrange the fields in the required order. Save the worksheet to apply the display options. The editor notes that field edits and ordering save separately.
What happens next #
The saved worksheet can be selected from a job’s Worksheets tab and attached to the job.
Common questions #
Can the worksheet be internal?
Yes. Use the Internal Only setting on the worksheet.
What field types are supported?
Textbox, TextArea, Checkbox, Dropdown / Select and Date.
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
