Editing Job Sheet Settings

There are a variety of settings in the job sheet module in Clik Service. This article will guide you through the job sheet settings to help you personalise your job sheets.

You can find the job sheet settings by going to Settings > Settings > Modules > Job Sheets.

Job Sheet Defaults

The job sheet defaults have a variety of settings that relate to the job sheet module in Clik Service and other sections that closely integrate with it.

When creating a new job sheet, the job sheet defaults allow you to specify whether you want a default title, category, fault code, and status. When adding time/materials/miscellaneous items you can also define the default description.

Choosing ‘All Day‘ will set jobs to the entire duration of the day. If this is un-ticked jobs will default to the next hour of the day when created and end an hour thereafter.

You can also set up a default job prefix and a starting job number. However, the number can only be a number higher than the last job number used (i.e. you cannot set it to run from 100 if you already have a job created with a number higher than 101).

Invoice Creation

The invoice creation options are for when job sheets are turned into invoices. There are many options that allow you to customise your invoice for your exact needs.