Worksheets¶

Worksheets help your field service workers perform and report their on-site tasks. They can feature various information, such as instructions, to-do lists, etc. You can also format your worksheet using checkboxes, bullet points, blank fields to fill in, HTML, and add files, images, links, and more.

It is common for businesses to have their workers perform the same type of field service repeatedly. Making custom worksheet templates eliminates the need to recreate the same worksheet each time you plan a similar field service task.

Configuration¶

To use worksheets in Field Service, go to Field Service ‣ Configuration ‣ Settings, enable the Worksheets feature, and click Save.

Create a worksheet template¶

To create your worksheet templates, go to Field Service ‣ Configuration ‣ Worksheet Templates. Click New and give your worksheet template a name. Manually save, then click Design Template to open Studio and customize your worksheet template.

In Studio, drag and drop the desired fields from the left column into your worksheet on the right. To rearrange the fields on the worksheet, drag and drop them in the desired order. Click a field to customize its properties.

When your worksheet template is complete, click Close in the top right corner of the page to leave Studio.

Add a worksheet template to a field service task¶

Go to your field service task, select a Worksheet Template, and click Save.

By default, the Default Worksheet template is selected. To define another default worksheet template, click the ➔ (Internal link) icon that appears when you hover your mouse over the Project field on the task form.

Then, in the Settings tab, scroll down to the Field service section and select the Worksheet Template you want to set up as default.

Use worksheets on site¶

To complete the worksheet on site, access the task and click the Worksheet smart button.