Walk through creating a job sheet in GES from start to finish. Click Create New, select Job Sheet, link your job, review the auto-filled fields, then Save, Approve, or Approve and Email to generate a PDF.
By the end of this video, you'll know how to create and complete a job sheet using the web portal. From any page, click Create New in the top right corner. Select Certificate, Quote, or Invoice. This window shows all the records you can create in Gas Engineer Software. Scroll down to find Job Sheet. If you use job sheets frequently, you can star it to add it to your favourites so it appears at the top. Next, search for and select the job the job sheet relates to. Details the software already knows, such as your name and company information, will already be filled in. Simply click into the other fields to add or edit the required information. When you're finished, choose Save, Approve, or Approve and Email. Approving the record would generate the PDF, allowing you to review it before sending it. That's it! Your job sheet is complete and saved to the job in your system.
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