Day Sheets are lists of the tasks for the day that are assigned to each employee. These can be printed or emailed to employees.
You can access daysheets by going to the grid or map view calendars, then click 'Day Sheets' in the top right.
A prompt box like this will open:
If an employee has work assigned for the day, you can select to email or print their day sheet. If you select print, when you click 'Print/Send' a new tab will open in your browser with the day sheet PDF.
Day Sheet PDF
Day sheets show to employees:
- The job description, visit date and time
- Basic client information, including name, address, and phone number
- A map of the location
- The line items on the visit
- Notes on the job (Only if the employee has permission to view notes.)
Day Sheet Options
To change the settings on the Day Sheets go to the Settings Gear > Settings > Calendar from the sub menu.
You can select if you want the day sheet to show the property map or not. You can also choose if you want extra space on the Day Sheet PDFs for employees to write in notes.
If you want to add custom text onto the Day Sheets you can enter in text that will appear under each job on the day sheet.
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