Enter information once and easily reuse for Quotations and Jobsheets.

Easy jobsheet links all jobsheets, quotations, images, files and notes into one easily managed software package.  The benefit of entering the data just once and then sharing that information across all your documentation wil save time.   In a recent survey in 2008 of our existing customers said on average they were saving 4 hours a week.

*Important – to run EasyJobsheet you need a PC running Windows XP or Vista and Microsoft® Word to produce and print the various pieces of stationery (quotations, job sheets). Does not run on Apple Mac.

Using Easy Jobsheet is as easy as 1 2 3

There are three easy steps to create your jobsheets. Complete the customer address details, Fill in the comments and optional fields and then select the print option.

Jobsheet layout and style can be changed to suit your business by simply loading the template into Microsoft Word and changing the layout and repositioning the Word "bookmarks" - alternatively we can create the template for you for a small fee.

See how easy it is to produce a Jobsheet or an Estimate 

Keeping Track of the Work in Progress

Easy Every job that you enter is either "waiting to start", "In Progress" or "Complete"

You are in control and a job is moved from "waiting" to "in progress" at the press of a button. Jobs can be changed backwards or forwards and the job editing page clearly shows which category the job is in:

Within each category, you can also set the job to a pre-defined "sub status". So, for example if a job was "in progress", but you were waiting for parts to be delivered, then simply edit the job and change its sub status. It's a simple selection box that holds all the sub status choices.

Watch the short video on setting the status job jobs for easy tracking of work to completion:

The list of sub status choices can hold as many choices as you wish. You can create new choices, edit existing and delete as required to suit your workflow process. 

Instant Report and Snap Shot of All Jobs

Various reports about jobs are available to view on screen or print out. Our customers tell us that the "Status Report" gives an excellent overview of all jobs whether waiting to start, started and associated phone contact and scratch pad notes. The report can be used to discuss work prioritisation with employees or to help plan the days work activity:

Other reports are available to display based on the options selected. 

Lost Business Report

If you are interested in tracking your quotations and estimates and the reasons perhaps why you did not receive the order you can assign to each lost job a category and then be able to review the largest reason for not getting the job (e.g. too expensive, too late, etc..).

Ever wanted to link photos and documents to a particular job?

If you take photos of a job before and after completion, then storing and finding them again is always a problem. With Easy Jobsheet any image or document can be imported and saved against the job.

To save and link new documents; simply click the “Add New” button and browse to the file(s) to link. 

Watch a short video on linking files, documents and images to jobs

Finding and accessing the files in the future is straight forward. Use the powerful search to locate the customer or job and then open the "document management panel".

Double clicking on the file opens it in the designated program (e.g. Photo editor, Word, Excel etc.).

Any type of file can be stored and linked to a job in Easy Jobsheets for example. “jpg” or “gif” image files, “doc” word files, “xls” excel files etc… You can return to the job at any time in the future and immediately access the files linked to a particular job.

Watch a short video on making appointments linked to jobs.

Jobsheet Templates designed for your Business. 

No two businesses are the same when it comes to the design and layout of your jobsheets and other forms you wish to create. With Easy Jobsheets you have maximum flexibility to change virtually every aspect of the layout (e.g. borders, positioning, text, font color and even the size of the paper or card being used).

You have two choices to create jobsheet templates tailored to your business:

• Send us your existing documents or ideas and we'll build the template for you which will work seamlessly with Easy Jobsheet.

                                                     OR

• If you are familiar editing Microsoft Word templates (e.g  .dot files) and can also use the "bookmarks" features in word then feel free to modify existing templates or create one from scratch.

Once you have subscribed to Easy jobshee we'll email you a link to our store of Jobsheet and quotation templates. You choose the one that's right for you, or alternatively modify it as mentioned above or send us your ideas and let us create it for you.

Bespoke Jobsheet Design 

1. Tell us or send us your current jobsheet design and we will convert it into a Easy Jobsheet template so the jobsheet details are entered automatically from the program
2. Did you know that you can have as many different jobsheet designs/templates as you wish.  All automatically generted from Easy Jobsheet.

Bespoke Logo Design

Struggling to design or get your logo into the right layout - tell us ehat ideas you have and any images or designs you already have and we will build you a bespoke logo for use in Easy Jobsheet

Full List of Features