Generating Job Sheets
Job sheets are operational documents that bring together the key details your team needs to deliver an event. They can include event information, contacts, costs, resource allocations, notes, and media — all formatted for easy reference on-site.
Getting There
Open an event and click the Job Sheet tab (available after the event is contracted and if job sheets are enabled in your settings).
Overview
A job sheet compiles information from across an event into a single, printable document. You choose which sections to include, either through a job sheet template or your default settings.
Job Sheet Sections
A job sheet can include any combination of these sections:
| Section | Content |
|---|---|
| Logo | Your company or team logo |
| Event Details | Event name, dates, venue, and other key information |
| Contacts | All people associated with the event — staff, client contacts, managers |
| Costs | The cost breakdown (optionally filtered by specific cost types) |
| Resources | Resource allocations with quantities |
| Notes | Event notes |
| Media | Attached files and images |
Using Job Sheet Templates
Job sheet templates let you define which sections appear and in what order. Different templates can be used for different purposes — for example, a "Logistics" template showing costs and resources, or a "Contact Sheet" template showing just event details and contacts.
Selecting a Template
- Open the Job Sheet tab on the event.
- Select a template from the dropdown.
- The job sheet updates to show only the sections defined in that template.
Template Configuration
Templates can be configured to:
- Include or exclude any combination of sections
- Filter the costs section to show only specific cost types (e.g., show only "Catering" costs)
- Include a custom logo
- Attach specific notes
Templates are managed by your administrator in Settings > Events > Job Sheet Templates.
Exporting as PDF
- Open the Job Sheet tab.
- Select your preferred template (or use the default).
- Click Export PDF.
A formatted PDF is generated and downloaded, ready for printing or sharing with your on-site team.
Settings & Configuration
- Enable job sheets — Job sheets must be enabled in Settings > Events for the tab to appear.
- Job sheet templates — Managed in Settings > Events > Job Sheet Templates.
- Default sections — If no template is selected, the sections shown are determined by your default settings.
Frequently Asked Questions
Q: Can I customise what appears on a job sheet without creating a template?The content is controlled by templates or default settings. Talk to your administrator about creating templates that match your needs.
Q: Can I generate job sheets for events that aren't contracted?No. The Job Sheet tab only appears on contracted events, as it relies on cost and resource data that's typically only available after contracting.
Q: Can I filter which costs appear on the job sheet?Yes, through job sheet templates. A template can be configured to show only specific cost types — for example, only showing "Catering" or "AV" costs.