Table of Contents
Overview
While Jobber’s app is designed to support your team in the field, Day Sheets offer an additional way to review and communicate daily work when a quick, offline-friendly reference is helpful. For example, if you have a team member who doesn't have a mobile device.
Day Sheets Availability
Access day sheets by going to the Day View of the schedule, then click the More button and select Day Sheets.
Note: Day sheets can only be accessed from the day view. Day sheets aren't an option from the month or week views.
How to print or send day sheets
To print and/or send day sheets:
- Select Schedule from the side navigation.
- Select Day from the schedule view selector.
- Select the More button, then Day Sheets.
- Check off the boxes in the Send or Print columns for each team member you'd like to receive a day sheet.
- Click the Print/Send button. If you selected the Email option, the day sheet emails will be sent. If you selected the Print option, a PDF will open so day sheets can be printed.
Day sheets PDF
The day sheets PDF opens when you select the print option for day sheets. You can the day sheets directly from your browser.
The first page of the day sheets PDF is an overview of the day's inclduding:
- The number of scheduled appointments
- First assignment start time
- Last assignment end time
- Number of assignments for each team member
The following pages in the day sheets PDF breaks down each team member's appointments for the day. After printing the PDF out, you will need to disturbute these page to the team member they're for.
What do day sheets show team members?
Days sheets show items that are scheduled for a specific day and assigned to a team member. This may mean there are items that show on the day view of the schedule that do not appear on day sheets if they are unscheduled or unassigned.
Day sheets will show:
- The job description, visit date, and time
- Basic client information, including name, address, and phone number
- A map of the location (optional)
- The line items on the visit
- Notes on the job (Only if the user has permission to view notes.)
Settings for day sheets
To change the settings on Day Sheets, follow these steps:
- Select the Gear Icon and click Settings.
- From the Settings menu, select Schedule.
- There is a section for Day Sheets within the schedule settings.
Settings options for day sheets include check boxes to enable or disable:
- Property map: This includes a map that shows where the properties for today's assignments are located.
- Notes area: Adds a blank space where team members can write notes on the printed out day sheet.
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Custom information: If there is other information you'd like team members to write on the day sheet print out, a custom information section can be added. When you check the box for custom Information a text box will be added where you can enter info that will appear under each job.
- Note: This setting applies to all day sheets, sothe text added here will show to all users on their daysheets.