Send Technician job sheet via email

Purpose: Being able to send or print your Technician job sheets is useful if the Technician doesn't use the mobile application. You can view, send, or print a single job sheet, or multiple job sheets for the day, week, two weeks, or month depending on which part of the schedule you are viewing. 


View diary events

  • In ‘Schedule’ tab, you can view the jobs created for Technicians by navigating to ‘Daily’, ‘Weekly’, ‘Biweekly’ and ‘Monthly’. 

send job sheet via email US 1.1.png

  • Select any scheduled event, and it will open a screen displaying comprehensive details, including job events, reminders, confirmations, job sheets, and more.

Send Technician job sheet via email

  • In the 'Engineer Job Sheet' section, click 'Send' to email the job sheet to the assigned engineer.

send job sheet via email 1.2.png

Below details need to be filled for sending an email:

  • Send method: Choose between 'Email,' 'SMS,' or 'Print.' For this instance, select 'Email.'
  • When to send: From the dropdown, choose the time the email should be sent.
  • Recipient: Select the engineer's name for whom this job is assigned from the dropdown.
  • Subject: The default email subject will be displayed, as provided in the 'Engineer Job Sheet Email Template.'
  • Message: The default email body content will be displayed, as specified in the 'Engineer Job Sheet Email Template.'

Please note:

  • You can edit the email subject and message in the ‘Send engineer job sheet’ if required.

Related guides:

Book a diary event for a job

Diary views