What are job sheets?

Our job sheets feature allows you to upload a standard template to each job so you can automatically fill data into it. You could use this to create a surveyor job sheet or other job document that you need. This saves you from copying and pasting in data. You could even use it to pre-fill a manual report template ready to start report writing. Learn more below.

How does it work?

The first thing you need to do is create your job sheet template in word format. To prefill data you need to add in {tags} that we will look for and replace with data. You can see a list of tags at the end of this document.

Next, you need to upload the job sheet under Settings > Survey settings > Select services > Edit the job type.

On the pop-up, tick to create a job sheet.

 

Settings

  1. Tick to create a job sheet
  2. Set if the document should create automatically on customer booking or not
  3. Optional: Set if the document is paired with a report document (applicable for jobs set up to include multiple documents)
  4. Upload your template document.
  5. Press save.

Creating the job sheet

If using the automated create on booking option, the job document will generate automatically.

If using the manual route, go to the Documents tab on a job record and press the “Generate” button on the job sheet row that will be visible if you have activated the job sheet feature for the job type you are viewing.

After generating the job will show under the Job sheet section (or if paired with a job document (see above), it will store in the relevant job document field).

Tags you can use:

You can add data tags for our standard job fields and for your own custom fields added to job records. Below is a list of tags for standard fields and details on how to create a tag for your own custom fields.

Standard fields

Internal ID {internal_id}

Survey ID {survey_id}

Internal Ref {internal_ref}

Extras {optional_extras}

Inspection date {inspection_date}

Survey type {survey_type}

Additional info {additional_information}

Survey quote{survey_quote}

Extra price {optional_extra_price}

Total paid {total_fee_paid}

Total quote {total_quote}

Total tax {total_tax}

Introducer fee {introducer_fee}

Introducer name {introducer_name}

Customer name {customer_name}

Customer number {customer_number}

Customer email {customer_email}

Bedrooms {bedrooms}

Address {property_address}

Property value {property_value}

Listed {listed_building}

Correspondence address {correspondence_address}

Property type {property_type}

Property link {property_link}

Tenure {tenure}

Assigned surveyor phone {assigned_surveyor_phone}

Assigned surveyor name {assigned_surveyor_name}

Assigned surveyor email {assigned_surveyor_email}

Assigned surveyor full name {assigned_surveyor_full_name}

Access name {access_contact_name}

Access email {access_contact_email}

Access number {access_contact_number}

Access address {access_contact_address}

Access notes {access_contact_notes}

Line 1 {line_1}

Line 2 {line_2}

City {city}

Country {country}

Postcode {postcode}

 

Custom fields 

You can add data for your custom timeline fields and custom booking questions into job sheets. If the question text you have set contains a space then add _ for each space in the tag you create. As an example, if your custom field is called “solicitor number” your tag would be {solicitor_number}. If your field is a single word such as “EPC” your tag would be {epc}.