Job Sheet Settings and Templates

Job Sheet Settings control what information appears on your job sheets, while Job Sheet Templates let you create reusable layouts with custom branding and section configurations. Job sheets are the operational documents your team uses to execute events.

Getting There

  • Job Sheet Settings: Navigate to Settings > Events tab > Job Sheets
  • Job Sheet Templates: Navigate to Settings > Events tab > Job Sheet Templates
Job sheet settings

Job Sheet Settings

The general job sheet settings control the default sections shown on job sheets. Click Edit to configure:

Setting What It Does
Display Logo Shows your company logo at the top of the job sheet.
Display Event Details Includes event name, date, venue, and other core event information.
Display Contacts Shows associated contacts and their details.
Display Costs Includes cost line items and financial information.
Display Resources Lists allocated resources and their details.
Display Notes Includes event notes on the job sheet.
Display Media Shows attached media/images.
Display Resource SKUs Includes SKU codes for resources (only available when editing).

Toggle each option to Yes or No, then click Save.

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Job Sheet Templates

Templates let you create different job sheet layouts for different purposes. For example, you might have a detailed template for your operations team and a simplified one for external crew.

Getting There

Settings > Events tab > Job Sheet Templates

Overview

The template list shows all your defined templates with Edit and Delete buttons.

Create a Template

    • Click Create.
    • Fill in the template details:
- Name — a descriptive name for the template (e.g. "Operations Detail", "Crew Summary"). - Logo — upload a custom logo for this template (overrides the default company logo). - Sections — tick which sections to include. The available sections are pulled from the system and may include event details, contacts, costs, resources, notes, and media. - Display Cost Types — select which cost types to show on job sheets using this template. This lets you filter costs by type (e.g. only show "Labour" and "Equipment" but hide "Internal Costs"). - Display Media Size — choose between Default and Full Width for how images are displayed.
    • Click Save.

Edit a Template

Click Edit next to the template name. Update any fields and click Save.

Delete a Template

Click Delete next to the template and confirm. Deleting a template does not affect job sheets that have already been generated with it.

Tips & Best Practices

Tip: Create separate templates for internal operations and external crew. Your internal template might include costs and financial details, while the external template shows only event details, contacts, and resource lists.
Tip: Use the Display Cost Types filter to create focused job sheets. For example, a template that only shows "Equipment" costs is useful for a warehouse team preparing equipment for an event.

Frequently Asked Questions

Q: What's the difference between Job Sheet Settings and Job Sheet Templates?

Job Sheet Settings are the global defaults that apply when no specific template is selected. Job Sheet Templates are reusable configurations that override these defaults — they let you create multiple different layouts for different purposes.

Q: Can I assign templates to specific teams?

Templates are available to all users. Use descriptive names so your team can easily pick the right one when generating a job sheet.

Q: Do changes to a template affect previously generated job sheets?

No — once a job sheet PDF is generated, it's fixed. Changes to the template only affect future job sheets.

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