Ensure Consistent Service Delivery with Comprehensive Job Sheets

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.


 
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.

  
Please refer to the help documentation for in-depth details. Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.




        • Recent Topics

        • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

          792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

        • No Zoho Support Response in Months

          I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support

        • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

          Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

        • Null

          If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?

        • Format a "return" message

          Good day, Is there a way to format the message of the "return" function in CRM deluge script?

        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

        • Having Trouble Opening The Candidate Portal

          Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

        • Tip of the Week - Spot Risky Sales with Conditional Formatting

          In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

        • How do I duplicate / copy a campaign

          I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

        • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

          We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

        • Creator Change History: Ways to improve

          Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

        • Currency selector (based on variable) usage in comparsion

          Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

        • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

          Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

        • add employees and customiz

          I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

        • Inactive User Auto Response

          We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

        • Zoho People Attendance Module - Split Shifts

          Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

        • Zoho One subscription

          we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

        • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

          In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

        • Dashboard

          I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

        • Can i connect 2 instagram accounts to 1 brand?

          Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

        • Zoho Forms - Improved Sub-Forms

          Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

        • What's New in Zoho Billing | Q3 2025

          Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

        • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

          How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

        • WhatsApp Business Calling API

          Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

        • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

          Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

        • Connecting two modules - phone number

          Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

        • Unable to use Sign "You have entereed some invalid characters"

          Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

        • Messages not displayed from personal LinkedIn profile

          Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

        • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

          I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

        • Onboard new users easily with native screen recording in Zoho Projects Plus

          Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

        • Request to Add Support for PDF Templates and More Flexibility in Email Editor

          Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

        • Can you stop Custom View Cadences from un-enrolling leads?

          I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

        • Zoho Desk Android and iOS app update: Agent detail overview

          Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

        • Blog Widget: Show recent blog posts on my homepage

          Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

        • How to iterate through excel data using zoho rpa

          I wanted to iterate or loop through excel data ( datatable). How can i do that

        • Zoho Commerce

          Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

        • Mass (Pull back) (Close WOs) (Close APs)

          Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass

        • Next Page