Custom job sheets are an easy way of ensuring that your drivers are given the relevant information when they are carrying out a job.

  1. Go into 'Job Assist' and click on Custom Templates

  2. Drag-and-drop any of your created 'Custom Fields' or if you don't have any custom fields, you can create custom fields to suit your needs.

  3. Add the field name, what type of field it is and if you want it to have a default value. Click 'Save Fields'

  4. These new custom fields can now be used in any of the custom templates that you create in the future. You can tick them to ensure that they are required fields as well.

  5. You can also Manage any of your templates that you have already made within 'Manage Templates' allowing you to copy, edit and delete the template. You can also download the .CSV file associated with the template.


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