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Job Sheet App

Providing this at the first attempt can be challenging, however, this is where Joblogic job sheet app can help.

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In the field maintenance industry, job sheets are required to provide all the relevant information to your staff regarding the job and its costs. Providing this at the first attempt can be challenging, however, this is where Joblogic can help. Joblogic has been designed to help you build, store and manage your own electronic job sheets from a single, cloud-based platform. 

 

Why is Electronic Job Sheet Software Important? - Section Image

Why are Electronic Job Sheets Important?

As a business owner, you're always looking for ways to improve your processes to increase productivity. Joblogic can do just that. Our online job sheet software allows both you and your field workers to add information to electronic job sheets anytime, anywhere. Therefore, a sheet is updated every step of the way as the life cycle of a job progresses. Not only does this ensure greater accuracy, but it also reduces the need for annoying scribbled notes, post-its and to-do lists – all of which can be easily lost. Joblogic keeps your job sheets organised and securely stored in one place.

Manage Jobs from Start to Finish with Job Sheet Software and App - Section Image

Manage Jobs from Start to Finish

With Joblogic, you can generate online job sheets in a few simple clicks. This, combined with Joblogic's other job management capabilities, will allow you to manage your daily workload far more easily.

  • Create new jobs and assign them to field engineers in real-time.
  • Allow engineers to receive and update job details using Joblogic’s mobile app (available for iOS or Android).
  • Use GPS tracking to view live engineer locations.
  • Generate new job sheets automatically when logging a new job.
  • Add relevant checklists to your job sheets including compliance and service checks.
  • Give customers instant access to job sheets via email or the online customer portal.
  • Customise your job sheets with your own fields, branding and contact information.
  • Create invoices automatically with Joblogic invoicing software to speed up your cash flow.
Equip Your Engineers with the Best Job Sheets App – Section App

Equip Your Engineers with the Best Job Sheets App

Joblogic's mobile app gives your engineers the freedom to receive, capture and share job information on the go. They can use our job sheet generator to:

  • Find customer sites with GPS routing.
  • View customer details, contact information and job histories.
  • Review job details and tasks whilst on-site.
  • Update job statuses in real-time.
  • Record what work has been completed, including other notes and pictures.
  • Log parts usage and additional parts requests.
  • Capture customer signatures on the go.
  • Add travel and job completion times.
  • Fill out default and custom-built checklists.

You can also decide how public or private you want to make a job sheet form and control who has access.

Save Time on Administration with a Job Sheet App – Section Image

Save Time on Administration with a Job Sheet App

Electronic job sheets can help to ensure clarity with your clients when you reach the signing off process. The customer can easily access the completed job sheet online via the portal and view all the relevant details at a glance. This saves valuable time and lets you speed up the payment collection process. Field engineers also have the freedom to update job details on the go by using their Joblogic app on their smartphone or tablet while your office team can download all the job sheets with just the click of a button. The power of automation is another key feature of mobile job sheets. Whenever you log a job in Joblogic, a new sheet template will be created. This can include pre-populated fields to save time and remove double data entry.

Build Your Own Templates with Job Sheet Software - Section Image

Build Your Own Templates with Job Sheet Software

Joblogic allows users to create unique templates that suit their business needs. Custom templates can be created for new jobs, invoices, credits, quotes, purchase orders and PPM invoices. This is done digitally, allowing your business to approach jobs in a fresh, coherent manner while storing data safely in the cloud. A professional-looking job sheet should also include your company logo, as well as contact information. This is easily done using any word document application

You can download some of our free job sheet templates to get you started.

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Frequently Asked Questions About Job Sheet Software

Job sheet software empowers field service companies to ditch paper-based processes and streamline operations through a mobile-friendly app and web platform. This cloud-based solution replaces manual job sheets with digital versions that capture tasks, schedules, materials, and customer information. Technicians leverage the mobile app for real-time access to job details, enabling them to record progress, log time spent, and capture photos directly on-site. Inventory management is simplified with parts usage tracked per job, and automatic invoice generation expedites billing. Furthermore, insightful reports provide valuable data for optimising efficiency and communication across the field service team.

Many businesses that rely on field service workers can benefit from job sheet software. Some key examples are:

Tradespeople: Plumbers, electricians, HVAC technicians, and other skilled workers can use job sheet software to manage schedules, track inventory, and invoice clients efficiently.

Contractors: Construction and general contractors can benefit from improved communication between field crews and office staff, streamlined project management, and better resource allocation.

Maintenance Services: Companies offering cleaning, landscaping, or pool maintenance can use job sheet software to automate scheduling, track technician performance, and ensure consistent service delivery.

The key features of job sheet software include:

Core Functionality: Easy creation and management of digital job sheets with details like tasks, schedules, materials, and customer information.

Mobile Access: A user-friendly mobile app for technicians to access real-time job details, updates, and schedules.

Field Data Capture: Tools for technicians to record progress, log time spent, and capture photos or notes directly within the app.

Offline Functionality: The ability to access and update job sheets even in areas with limited internet connectivity. (Beneficial for remote locations).

Reporting and Analytics: Generate reports to gain insights into job performance, technician productivity, and resource allocation.

Integration Capabilities: Ensure the software integrates with your existing business tools, such as accounting software or project management platforms, for seamless data flow.

Job sheet software streamlines operations and boosts efficiency in several ways:

Eliminates Paperwork: Ditching paper job sheets saves time and reduces errors from manual data entry.

Real-time Communication: Technicians can easily access updates and changes, avoiding delays and miscommunication.

Improved Field Data Capture: Electronically recording progress, time, and notes directly on-site eliminates paperwork and ensures data accuracy.

Automated Processes: Features like automatic invoice generation or inventory updates free up valuable time for technicians and office staff.

Better Resource Allocation: Track technician availability and skillsets to optimise scheduling and avoid overbooking.

Data-Driven Decisions: Generate reports to identify areas for improvement, optimise workflows, and boost overall team productivity.

Yes, job sheet software suits small and enterprise businesses, although their specific needs may differ. Here's a breakdown:

Small Businesses:

Benefit significantly from the streamlined processes and affordability of most job sheet software options.

Features like mobile access, automatic invoicing, and simplified scheduling can significantly improve efficiency for smaller teams.

Many providers offer flexible pricing plans that scale with the number of users.

Enterprise Businesses:

Some job sheet software offers robust features, such as advanced reporting, complex job costing, and integration with sophisticated enterprise resource planning (ERP) systems.

It may require software with features for managing large teams, handling high job volume, and ensuring data security across a wider network.

Joblogic's job sheet software is part of an all-in-one system that simplifies your technology stack. This means you don't need to integrate it with your other business tools, as everything you need to do can be done in Joblogic.

Our online job sheet software will give your engineers all the templates they need to collect the most critical and relevant data from a job. We have summarised the highly recommended fields that should be included on any job sheet below:

Company Details/Site Details: Information about the company to which the job is related. This includes the address, telephone, email, VAT number, company number and the site's full address.

Call Slip/Job Description: This is where the job number, type, category, and order number are inserted. Extra information such as telephone number, contact name, job logging, and completion dates can also go here.

Parts Used/Required: You can add any part names and the quantity used and required for a job.

Visits Details: This section is dedicated to the visits themselves. It typically contains information such as a timesheet entry (labour and travel element of the visit) and the outcome of that particular visit.

Notes: The engineer's record of actions completed on the visit.

Asset Details: Any assets go here. Typically, the number, description, where it is located and additional notes are required here.

Job Tasks: You can add any tasks or sub-tasks alongside the status and summary.

Yes! The Joblogic mobile app lets your engineers receive, capture and share job information anywhere, anytime. Our app works entirely offline, meaning field staff can record information from remote locations and send it to the back office when they have a signal. Our app is available on both Android and iOS.