Creating a job sheet

1. Enter your master data(Or integrate it from your accounting software)
   Go to the basic data section, where you can manually add or import customers, work addresses, and articles via Excel. You can also add your own forms, assets, and contacts here.
   The articles you enter here will be available in the Simon App for registering used materials on a job sheet.*

2. Create your job sheet and drag it to the desired spot in the schedule
   When you move your mouse over the planner, the cursor changes into a “+” sign. Click on any day/time to schedule a job sheet. You can create a new job sheet by clicking “New job sheet” or select an existing one via “Search job sheet”.

3. And… you’re done!
   You’ll now see the job sheet appear in the calendar of the field staff member. This planning is synchronised in real-time with the Simon App. If you schedule a job sheet here, it will automatically appear in the technician’s planning in the app.

   P.S. You can add your entire team to the app and personalise job sheets with your own logos, checklists, etc.