Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on location, the checklists and instructions within the job sheet guarantee that the services are performed accurately and efficiently. Technicians can update job sheets in real-time using the mobile app. Once all the activities are carried out, they can attach photos of the work done and also include their observations. This documentation serves as a reliable record that can be referenced later.
Here's why job sheets are an essential feature that you need to make use of right away:
- Consistent Service Delivery: Job sheets help standardize processes and workflows, ensuring that all technicians follow the same procedures and protocols, resulting in consistent service delivery. Predefined checklists in job sheets allow for built-in quality control measures for all kinds of service, be it inspection, installation, or repair.
- Superior Data Collection: By providing a structured format for documenting job details, job sheets help minimize errors and omissions, leading to standardized data collection, ensuring that all technicians capture all the required information uniformly. It supports a variety of fields enabling users to capture different types of data.
- Accountability, Compliance, and Safety: Job sheets can include safety instructions and compliance requirements, ensuring that technicians are aware of necessary precautions and regulations while performing their job. Thus, organizations can ensure compliance with industry regulations and internal policies, thereby reducing liabilities. The uniformity of data collected also makes it easier to conduct audits and reviews.
- Mobile Accessibility: Using the mobile app, technicians can update job sheets in real-time while on-site, capturing vital information such as photos and diagnostic results. This immediacy enhances the accuracy of the information collected and reduces the risk of errors associated with post-job data entry, also ensuring that all relevant data is immediately available in the system for the office staff.
- Training and Development: By outlining standardized procedures, job sheets help new technicians learn the correct methods for completing their job. While on-site, they can quickly access important information, such as troubleshooting steps, safety protocols, and equipment specifications. This clarity helps reduce confusion and increases confidence.
Some Job Sheet Illustrations
You can create job sheets to suit any industry. Below are some sample job sheets.
HVAC Preventive Maintenance Checklist
Pool Cleaning Checklist
Low Water Pressure Repair Job Sheet
Create Job Sheets With Our Intuitive UI
With our intuitive and user-friendly Job Sheet Builder, you just need to drag and drop the necessary fields to create professional job sheets. You can customize the field properties, arrange fields, and add sections or headers.
A variety of field types are supported, enabling you to create highly customized job sheets tailored to your specific business needs. The table below lists the field supported.
Single Line | Multi Line |
Number | Long Integer |
Decimal | Phone |
Email | Date |
Date Time | Checkbox |
Pick list | Radio Choice |
URL | Currency |
Multi-Select | Check List |
Image Upload | Rating |
Associate Job Sheets To Services
In order to use a job sheet, you need to link it to a relevant entity. It could be Companies, Work Orders, Service Appointments, Services, etc. In Zoho FSM, you link job sheets to Services. All the job sheets associated with the services that are added to a service appointment will be available for use under the Job sheets tab of that service appointment. You can also associate services with a job sheet while creating it.
Using Job Sheets in Service Appointments
All the job sheets associated with the services added to a service appointment will be listed as job sheet line items under the Job sheets tab. The field technician while on the job can perform the following activities on the job sheet line items of a service appointment:
- Fill out the details
- Save it as draft
- Save it as completed
The More Options [ 
] for a job sheet entry will have the Start Filling option.
] for a job sheet entry will have the Start Filling option.The technician can either Save as Draft or Save as Completed.
They can later change its status to Completed by clicking on Save as Completed.
All these actions can be performed from the web app too.
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