A Simple Guide to Job Sheet Templates (Free Downloads)

As a business owner or manager, you’re always looking for ways to improve processes within your business and, in turn, increase productivity. Using job sheets can be a great way to do both, so why not explore a range of free job sheet templates or take a look at our advice below.

What fields should I include on a job sheet?

The free job sheet templates links on this page should have all the fields you could ever need to help each job run more smoothly. However, if you want to create your own, there are a number of fields you need to ensure are included. You might opt for something simple, including fields that only cover the client’s name, the job that needs to be carried out and a text box that the worker can fill in once the job is completed. Consider what’s right for your business and what will be of most use. For example, you might want to include few extra fields where you can describe the job’s requirements in more details and ensure that the employee is not slowed down by unclear information.

In essence, you need to think about how you want to use the job sheet and the common hold-ups in your current process. Often, the key is to simplify things so that your team doesn’t feel burdened by admin when they attend a job. Regularly, employers make the mistake of creating overly complex timesheets that can be overwhelming for your team who simply want to do the job they’re trained for! So why not start simple and then add additional fields as you go along?

How can I implement job sheets in my business?

Finding the right job sheet that works for your business is a relatively smooth process, however, trying to implement it can be a little trickier! If you have a high turnover of staff due to the nature of your work, you may find this easier as temporary workers are used to picking up new processes and adapting to the way they’re supposed to communicate when a job is complete. However, it can be more challenging and feel like a bigger change to undertake when you have a more established process and a long-serving team. Before you roll out the new job sheet, take the time to sit down with your team to explain its structure and how you envisage using it. This gives your workers the opportunity to air concerns or queries which will greatly help integrating the job sheet into your business.

It’s really important that everyone understands the information you expect to see in each text field, how it will be used afterwards, as well as the implications that filling it incorrectly, or not at all, could have on the business.

What are the alternatives to a job sheet template?

If you feel that a job sheet template isn’t the right thing for your business, there are other options to consider! Google Calendar, for example, is a free software that allows you to schedule jobs on a calendar-like view and share them in real-time with your team that can in turn access them from their computer, tablet or mobile. A basic version of the software is free to use, with additional features requiring a monthly payment. It’s a basic way to schedule jobs for your team and, potentially, a good starting point but it will unlikely satisfy your needs in the long run.

Job management software, like Okappy, can be a better long-term solution as it incorporates all your admin requirements into a single app. As well as sending jobs electronically to your team quickly and easily, you can track your vehicles and see who is available for an urgent job, and communicate effectively with customers by easily sending job updates and invoices to their mobile, tablet or computer. It’s a great option if you’re looking to make a real difference to the way you communicate within your business and, externally, with your customers.