Free templatesJob sheet
Free template · CSV for Excel or Google Sheets
Job sheet template
A job sheet is the record of one job: who it was for, what was done, how long it took, what was used and who signed it off.
The columns
- Job number
- Your job reference.
- Date
- Date of the visit.
- Customer
- Who is paying.
- Site address
- Where the work was done.
- Contact on site
- Name and phone.
- Technician
- Who did the work.
- Start
- Time on site.
- Finish
- Time off site.
- Work done
- What was done, in plain words.
- Materials
- Parts and quantities used.
- Follow-up needed
- Anything left to do.
- Signed off by
- Customer's name.
Example rows
Sample data, included in the download so you can see the format. Delete these rows and add your own.
| Job number | Date | Customer | Site address | Contact on site | Technician | Start | Finish | Work done | Materials | Follow-up needed | Signed off by |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J-3301 | 2026-11-04 | Example Cafe | 12 Example St | Sam, 0400 000 000 | A. Tech | 08:30 | 10:15 | Replaced mixer tap in kitchen | 1 x mixer tap, 2 x flexi hose | No | Sam |
Using it well
- Write materials down as you use them, not at the end of the week.
- A photo of the finished work saves a phone call later.
- If a follow-up is needed, create the next job before you leave site.
Outgrowing the spreadsheet?
In Taskr the job sheet is the job: time, materials, photos, notes and sign-off are captured on the phone, and the invoice is built from it.
Slow invoicing: how Taskr helpsFAQ
Frequently asked questions
Is a job sheet the same as an invoice?
No. The job sheet records the work. The invoice bills for it, and is built from the job sheet.