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Worksheet

The Worksheet page is the place to gather ticket specific data.  The statements, questions, fill in the blanks, etc.  presented on this page are the results of the  product or service item selected on the Sales page.  

  • This is where you enter or edit required data. 
  • This is where you add or delete photos and images. 
  • Photos and images may be added in addition to those required.  (Note the image link at the bottom of each product or service form.)

Note: 

The only way to have any data on the Worksheet page is to have added a product or service item as a sale item on the sales page.  The company administrator must have created a product or service item.  (Settings - Company - Templates)

Export Images as Zip file:

At the bottom of the Worksheet page you may export all images as a zip file to your computer.   The zip file will be labeled with the Ticket Number you entered on the Schedule page.

Hint:  When the Worksheet page is closed with 'Worksheet is complete'; a color code of yellow is applied to the Ticket List view for this ticket.

Closing choice:  Worksheet is Complete  (Ticket now appears on the Ticket List with a yellow high lite.)


 

 

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