Zoho FSM job sheets offer two ways to capture tabular data on site: Inspection Tables for fixed, standard checks and Repeating Tables for entries that vary from job to job.
Job sheets are an essential part of a technician's activity on site. But not all job data looks the same. Some information is identical on every visit, like the list of components on an AC unit. Other information changes every time, like the parts a technician ends up using. Tables in job sheets handle both, and this post explains how.
Inspection Tables: built for standard checks
An Inspection Table adds a fixed, structured grid to a job sheet. You set up its rows and columns in advance, and technicians fill in the cells without changing the structure. Every visit captures the same points, in the same order.
The secret ingredient is the Label field type. A Label column displays static, prefilled text in its cells, such as component names or inspection points. Technicians see exactly what to check, and simply record the result beside it.
Choose an Inspection Table when:
- You follow a standard checklist that never changes, such as a pre-service or safety inspection
- Every unit has the same set of components or checkpoints to verify
- You need audit-ready, comparable records across visits, technicians, and sites
- You want to guide newer technicians by showing exactly what to check
- Compliance requires that no inspection point is skipped or renamed
Repeating Tables: built for jobs that vary
A Repeating Table lets technicians log as many entries of similar data as a job needs, in one organized grid. You define the columns once in the Job Sheet Builder, and the person filling the job sheet adds rows with + New Line on the go.
Repeating Tables are a natural fit for:
- Multiple readings or measurements, such as voltage readings, temperature checks, or pressure levels
- Repeated activities or checkpoints, such as testing circuit breakers or verifying refrigerant levels, without cluttering the main form
- Materials and consumables used, such as HVAC filters, electrical parts, or plumbing parts, with quantities and remarks
- Observations or issues identified during the job
Choose a Repeating Table when:
- You can't predict how many entries a job will need
- Technicians log parts, materials, or consumables used on site
- You record multiple readings, such as voltage or pressure at several points.
- Technicians document issues or observations as they find them.
- You track labor entries or ad-hoc line items.
Please refer to the
help documentation for in-depth details. If you have any questions or feedback, feel free to leave a comment below or write to us at support@zohofsm.com.