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return to Support Centre

Creating New Job Sheets [Video]

To create a job sheet for a specific customer, firstly select the company account within the ‘CRM‘ tab and navigate to the ‘Sites‘ tab.

Select the site you will be working on and click Create > Job Sheet With Selected Site.

This will now open a new job sheet. Enter your job information and click ‘Save & Close‘ when you are happy with the details.

This Clik Service video tutorial will show you how to create a new job sheet:

Clik Service

Clik Service

Job Sheets

Job Sheets Overview [Video]
Clik Service

Clik Service

Job Sheets

Filling in Details on Job Sheets [Video]

Job Sheets

  • Job Sheets Overview [Video]
  • Creating New Job Sheets [Video]
  • Filling in Details on Job Sheets [Video]
  • Adding Signatures to Job Sheets
  • Adding Action Lists to Job Sheets
Show more

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