Jobsheets are documents which record an instance of work done on a vehicle. A jobsheet can be created from scratch or converted from an estimate. In turn, the jobsheet can be converted directly to an invoice.

Viewing a jobsheet

To view a jobsheet, first of all open the jobsheets list by clicking the Jobsheets icon in the toolbar. In the jobsheets list locate the jobsheet you want to view and double-click it to open it.

Creating a new jobsheet

To create a new jobsheet:

1.	Click the Jobsheets icon in the toolbar.

2.	Click the New icon in the toolbar.

3.	If you want to assign the jobsheet to an existing customer, click the button next to the Customer field.

4.	If you want to assign the jobsheet to an existing vehicle, click the next to the Vehicle field. Note that this also automatically completes the customer information for the jobsheet.

6.	To save the new jobsheet, click the Save icon in the toolbar. To discard the jobsheet, click the Cancel icon in the toolbar.

Adding items to the jobsheet

To add items to a jobsheet:

2.	Click the Edit icon in the toolbar.

4.	Click the Save icon in the toolbar to save the changes or click the Cancel button to discard them.

Amending a jobsheet

To amend a jobsheet:

1.	Click the Jobsheets icon in the toolbar.

4.	Click the Save icon in the toolbar to save the amendments or click the Cancel icon to discard the changes.

Deleting a jobsheet

To delete a jobsheet.

1.	Click the Jobsheets icon in the toolbar.

3.	Click the Delete icon in the toolbar.

Printing a jobsheet

To print a jobsheet, open the jobsheets list, locate the jobsheet and highlight it. Click the Print icon in the toolbar. A print window will open from which you can choose the following options:

There are further options on the print screen which enable you to print multiple jobsheets. Click the 'Date Range' button to enter a date range. All jobsheets created during that range will be printed out.

Converting a jobsheet to an estimate

To convert a jobsheet to an estimate, open the jobsheets list, locate the jobsheet and highlight it. Click the 'Convert to Estimate' icon in the toolbar.

Converting a jobsheet to an invoice

To convert a jobsheet to an invoice, open the jobsheets list, locate the jobsheet and highlight it. Click the 'Convert to Invoice' icon in the toolbar. Once the jobsheet has been converted to an invoice, a copy will be kept which can be viewed by clicking the Old/Converted Jobsheets tab in the estimates list. You cannot edit these jobsheets but you can delete them if desired.

The jobsheet record

This section describes the various parts of the jobsheet record.

Customer and Vehicle Details tab

Jobsheet date

This is normally set to the date on which the estimate is created. You can change it by clicking on the drop-down calendar and selecting a date.

Jobsheet No.

This is created automatically and uniquely identifies the estimate.

Customer details

Vehicle details

Labour rate

This can be used to override the default labour rate.

Credit terms (in days)

The customer's credit terms.

Actual duration (in hours)

You can use this to record the actual time take for the job, if it differs from the estimated time.

Our Job No.

An assigned job number.

Customer Order No.

The customer's order number for the estimate.

Vehicle Mileage

The current mileage on the vehicle in question.

Service and MOT reminders

These are copied over from the selected vehicles record.

Sales Adviser and Main Mechanic

The names of the relevant staff members associated with the job.

Jobsheet Details tab

Jobsheet details section

This contains the line-by-line details of the labour and parts associated with the estimate.

Job/Booking Details section

This is a free-text field into which notes can be added.

Stock Items Used tab

This list is automatically completed with the details of any stock parts listed in the jobsheet details section. For each stock part used it displays:

VAT Analysis tab

This contains a section-by-section VAT analysis.

Surcharge Calc. tab

This section enables you to add a surcharge in percentage terms to the total cost of the jobsheet.

Estimate Totals section

The cost and VAT totals for the jobsheet.

Other Details and Comments tab

This tab contains sections where you can record various details of the vehicle such as MOT, tyre measurements and comments.

MOT Details section

Tyre Tread Depths (mm) section

Comments section

You can record three types of comment and specify whether or not you want to print the comments on the jobsheet document.