1. Pre-Job Checklist: Ensures all preparations are made before starting the job. Items may include verifying equipment, materials, and safety gear.
   
2. Instruction checklist: A step-by-step breakdown of the job, allowing teams to track progress and ensure no step is missed.
   
3. Post-Job Checklist: It is used to ensure that all necessary activities are completed after finishing a job. Items may include cleaning up the site, returning equipment, and obtaining a client sign-off.
   
4. Instructions/Safety guidelines: Specific instructions related to the job, including safety protocols and best practices to follow.
   
5. Observations: Areas for technicians to document their observations, record any insights, issues, and general comments related to the work performed.

1. 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.
2. 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.
   
3. 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.
   
4. 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 office staff.
   
5. 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.
   
   

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 Available in Editions: Professional, Premium

Create Job Sheets

- Permission Required: Modules Customization

1. Navigate to Setup > Customization > Job Sheets and click Create Job Sheet.
   
2. Enter the following details, then click Create:
   
1. A Name for the job sheet
   
2. A Description of the job sheet
   
3. The Services you want to create the job sheet with.
   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.
3. In the Job Sheet Builder page, drag and drop the fields you want from the New Fields tray.
   
1. Enter the properties for the field and click Save.
   
2. You can also drag and drop a new Section, provide a name for the section, add fields to the section, and click Save.

Note:

1. Refer to the section Limits for each field type in Job Sheets in the pricing Help to know about the field limits.

Edit Services in a Job sheet  

At any time, you can edit the services added to a job sheet. To do so:

1. Navigate to Setup > Customization > Job Sheets and hover over the job sheet whose services you want to edit.
   
2. From the More Options [ ] icon, click Edit Services.
   
3. Add or remove the services and click Save.

Mark Job Sheet As Inactive 

1. Navigate to Setup > Customization > Job Sheets and hover over the job sheet you want to mark as inactive.
   
2. Toggle the Status button to disable it.

Subforms in Job Sheets

1. Log multiple readings or measurements (e.g., voltage readings, temperature checks, pressure levels).
   
2. Record repeated activities or inspection checkpoints without cluttering the main form (e.g., Check thermostat, Test circuit breaker, Verify refrigerant levels).
   
3. Capture multiple materials or consumables used on-site, along with quantities and remarks (e.g. HVAC Filters, Electrical parts, Plumbing parts).
   
4. Document multiple observations or issues identified during the job.
   

Add Subform to a Jobsheet 

1. Drag and drop the New Subform tile from the New Fields tray.
   
   
   
   
2. Enter a name for the subform.
   
   
   
   
3. Click Add Field and select the field you want to add to the subform. Add the required details to the field added. Repeat this for all the fields you want to add to the subform.
   
   
   
   
4. Click Save.
   

Points to remember

1. The maximum number of subforms allowed per jobsheet is two.
   
2. The maximum number of rows allowed in a subform is 200.
   
3. The maximum number of columns you can add within a subform for each field type follows the same limits that apply to fields in a module. Refer to this table (Limits for each field type under Product Customization) for details of the limits. E.g. within a subform you can add a maximum of 36 Text & Choice fields, 14 Decimal & Currency fields, and so on.
   

Managing Subforms 

1. Remove Fields: Hover over a field and click the More Options [ ] icon, then select Remove. In the confirmation prompt, click Yes, Move to Unused Fields. The field will be moved to the subform’s Unused Fields list. Note that unused subform fields will not appear in the Jobsheet’s general Unused Fields section.
   
   
   
   To view the unused fields of a subform, hover over the subform and click the More Options [ ] icon, then select Unused Fields. Click a field to add it back to the subform. To delete a field permanently, click the Delete [ ] icon next to it and confirm the deletion.
   
   
   
   
2. Reorder Fields: You can rearrange the fields within a subform. Hover over the subform and click the more options [ ] icon. Select Reorder Fields. Within the Rearrange popup, reorder the fields by dragging and dropping the fields to its desired position. Click Save.
   
   
   
   
3. Delete Subform: To delete a subform, hover over the subform and click the More Options [ ] icon, then select Delete Section. Click Delete in the confirmation message.
   
   
   

Using the Subforms

Click + New Line to add a new entry to the subform. To remove an existing entry, click the Delete [] icon.

Associate Job Sheets to Services

1. Select the Services And Parts module.
   
2. Click on the service you want to associate with a job sheet.
   
3. Under the Job sheets tab, click Associate Job Sheet.
   
   
   
   
4. Select a job sheet and click Link Job Sheet.
   
   
   

You can remove the job sheet to which you have associated the service by hovering over an entry and clicking on the Delete [] icon.

Using Job Sheets in Appointments 

- Permission Required: Job Sheets

1. Fill out the details
   
2. Save it as draft
   
3. Save it as completed
   

Fill out the details

Save it as draft

After filling out the details, you can either Save as Draft or Save as Completed. If you save it as draft, the status will change to Draft. You can also perform this action by hovering over an entry and clicking Mark as Draft from More Options [ ].

Note: When saving a job sheet as a draft, you are not required to fill in mandatory fields.

Save it as completed

You can later change its status to Completed by clicking on Save as Completed. You can also perform this action by hovering over an entry and clicking Mark as Completed from More Options [ ].

Using Job Sheets in the Mobile App

1. Log in to Zoho FSM mobile app.
   
2. Select the Job Sheets tab within the service appointment you want to use.
   
3. Click Start Filling from the More Options [ ] for a job sheet entry.
   
   
   
   
4. You can either Save as Draft or Save as Completed.
   
   
   
   
5. You can later change its status to Completed by clicking on Mark as Completed.
   
   

Download/Print Job Sheets

- Permission Required: Download/Print of Job Sheets

Note: The Image Upload and Signature fields will not be shown in the PDF.

How can you include the data from job sheets in Service Reports?

1. Select Service Appointments from the Work Order Management menu. Select the desired service appointment. Select the Service reports tab and click Create Service Report.
   Or
   Select Service Reports from the Work Order Management menu and click Create. From the Create Service Report popup, select the desired service appointment and click Proceed.
2. Click + Add Job Sheet.
   Note: The + Add Job Sheet option will not be available if the template selected is Standard Old.
   
   
   
   
3. Select the job sheets whose data you want to include in the service report.
   Note: You can only add up to five job sheets per service report.
   
   
   

The job sheet data will be displayed after the footer of the service report.

Sample Job Sheets

HVAC Preventive Maintenance Checklist

Pool Cleaning Checklist

Low Water Pressure Repair Job Sheet