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Job sheets

Build the job once.

Turn a template into step-by-step jobs — with photos required where they matter.

Boiler install
Template · Riverside Plumbing
6 steps
1Site survey & quote
2Remove old boilerPhoto required
3Fit new unitPhoto required
4Pressure test
5Commission & certifyPhoto required
6Customer sign-off
6 steps · used in 12 jobs
Progress4 of 6 done
67%
Outstanding
Commission & certify
Customer sign-off

Standardise every job.

Build your first template in minutes.

Template

Reusable templates

Author the steps once, reuse on every job.

Ordered steps
Photo-required steps
Used across jobs
Boiler install
Template · Riverside Plumbing
6 steps
1Site survey & quote
2Remove old boilerPhoto required
3Fit new unitPhoto required
4Pressure test
5Commission & certifyPhoto required
6Customer sign-off
6 steps · used in 12 jobs
Phases

Group the tasks into stages

A long sheet becomes a run of phases — strip out, first fix, second fix, snagging. Drag a phase and its tasks travel with it.

Assign people to a phase or a single task
Status works itself out from what's ticked
Photos required on the steps that need proof
Job sheet — Shell & roofIn progress
Blockwork · 4 tasksDone
Set out and build to DPC3 photos
Cavity trays and lintels5 photos
Roof · 5 tasks1 of 5
Firrings and deckPhotos required
Single-ply membrane
On site

Tick off each step

Engineers work the list and mark steps done.

Clear next step
Progress by step
Notes per step
Boiler replacement
Mrs. Patterson · 14 Oak St
Steps4 of 6 done
Site survey & quote
Remove old boiler
Fit new unit
Pressure test
Commission & certifyNext
Customer sign-off
Sign-off

Finish with proof

Every step tracked to completion.

Step progress
Customer sign-off
Nothing missed
Progress4 of 6 done
67%
Outstanding
Commission & certify
Customer sign-off

Digital job sheets, built once, used every day

Create a job sheet template for each type of work you do — a boiler service, a rewire, a roof inspection. Every step is listed in order, with the photos required at each one. New jobs start from the template, so nothing gets missed and every job is done the same way.

Your team sees the day's job sheets on their phone, works through the steps, captures the required photo evidence and marks each step complete. No paper, no chasing, no lost sheets.

From job sheet to invoice without re-typing

A completed job sheet carries everything the office needs: what was done, when, by whom, with photos attached to each step. Turn the finished job into an invoice, take payment, and sync it to Xero or QuickBooks — one flow from work done to money in.

Long jobs run in phases

A rewire isn't a flat list of forty ticks. Group the tasks into phases — strip out, first fix, second fix, snagging — and the sheet reads as a programme rather than a checklist. Drag a phase and its tasks travel with it. Assign a whole phase to one person or a single task to another, and each phase works out its own status from what's been ticked. On a job split into sub-jobs, every part gets its own phased sheet.

Works wherever the work is

Job sheets run on desktop and in the Android and iOS apps. The mobile apps are offline-first — steps and photos captured in a basement or on a remote site sync automatically when you're back in signal.

Common questions

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