Job Sheets
Create branded job sheets with detailed site survey data, giving customers a clear project overview and reinforcing your company’s identity. Job sheets get more detailed as the project evolves.
Pre-Project
Streamline pre-project workflows with synced customer data, mobile site surveys, and automated job sheet creation for precise project planning.
ERP Integration
Streamline project planning with ERP sync by adding customers, users, sites, products, and quotes, then quickly assigning them to a space.
Job SHeets
Produce branded job sheets that compile all data from the site survey, including a detailed breakdown of spaces, images, and responses.
Company Branded PDF
Upload your logo, brand colors, and front and back page designs to generate a document that reflects your company’s style.
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Bespoke front and back page design
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Your Logo
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Your Brand Colours
Site Survey Data
During the site survey, collect data for each individual space, including surveys, images, and notes. All data will be included in the job sheet, which can be sent to the customer for clarification or feedback before producing a final quote.
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PDF detailing site survey data
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Company branded doc
Product Data
Add product data and display a breakdown of which products are assigned to each space, along with any required data points. This can serve as a guide for installers or to gather customer feedback on all necessary data points.
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Display all products in the assigned space
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Mark a single product for data collection
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Mark a product for testing
External URLs
Generate job sheets and automatically save them to the project’s files section. To send to a customer, simply copy the file URL and share the link, avoiding the need to download and email large files.
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No need to send large email files
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Send URL links to customers
Live Document
The job sheet evolves as more project data is added, saving each version at the time of generation. A job sheet from a site survey will differ from one for installers, as products and data points are specified later. A typical project may have multiple versions of the job sheet, reflecting its progression.
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Single instance snapshot
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Multiple job sheets per project as it evolves
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each instance saved to files for future ref
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