The Job Management section in the TradeHelp app and TradeHelp Office is a subscription feature that allows companies to view, edit and manage a jobsheet between the engineer on the road and the company office.
*Please note
Interactive jobsheets can only be created by those subscribed to the TradeHelp Office upgrade packages, TradeHelp Office PRO and Office HeatPRO or during a free trial. If you do not wish to subscribe at the end of your free trial, interactive jobsheets created during a trial will still be available but you will not be able to create any more. In this instance the Static Jobsheet tool can be used but only from the Toolbox in the free TradeHelp app.
TradeHelp App for mobile
- Select Job Management from the main menu and choose the + button in the top right hand corner
- Select a customer or create a new customer using the + button in the top right hand corner
- Select Yes or No in the pop up to confirm if the site address is the same as the address saved for the customer
- Complete the details for for the jobsheet, including the operative on site and the job status. The date and reference are auto populated but these can also be edited
- Select the 2. Task tab at the top of the page to move to the Tasks section
- Complete the task sections, noting the number of characters available for each section; the return key cannot
be used - Select the 3. Sign-off tab at the top of the page to move to the final section
- Complete the fields including the arrival and departure time, hours on site and travel time
- Should you wish to have the jobsheet signed by the customer, select Customer Signature and Press to sign for the customer to complete (this is not mandatory) and Save
- Repeat by selecting Engineer sign-off to sign yourself (this is not mandatory)
- The jobsheet can be completed in one go or saved and edited as many times as you wish between the two devices. Once saved on the app pull down the home page to complete a sync. This will sync the latest data with your TradeHelp Office account where it can be opened on desktop and viewed or edited further
- Upon completion select Jobsheet Actions to view the pdf, email to the customer, view associated documents and history or for quick links to create a quote or invoice for the job
- A jobsheet’s status can be updated throughout the process
TradeHelp Office PRO and HeatPRO for desktop
- Select Job Management from the main menu and choose New Jobsheet in the top right hand corner
- Find the relevant customer and select the action Create Jobsheet. Alternatively select New Customer to add a new contact
- Select Yes or No in the pop up to confirm if the site address is the same as the address saved for the customer
- Complete all the details for for the jobsheet, including the operative on site and the job status. The date and reference are auto populated but these can also be edited
- Complete the fields including the arrival and departure time, hours on site and travel time
- Complete the task sections, noting the number of characters available for each section (the return key cannot be used) and select Save
- This will take you to the Jobsheet details page where you can edit, view and email the document or start a new quote or invoice
- Should you wish to have the jobsheet signed by the customer, this can be done in the TradeHelp app. Firstly, save and close the jobsheet in TradeHelp Office to sync the data to the app then see points 7-10 above in the app section
- The jobsheet can be completed in one go or saved and edited as many times as you wish between the two devices. Once saved on the app pull down the home page to complete a sync. This will sync the latest data back to your TradeHelp Office account where it can be opened on desktop and viewed or edited further
- Upon completion select Jobsheet Actions within the app or go back into the Jobsheet details page in TradeHelp Office to to view the pdf, email to the customer, view associated documents and history or for quick links to create a quote or invoice for the job
- A jobsheet’s status can be updated throughout the process