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Worksheets

Paperless worksheets — straight on the order.

Digital worksheets that attach automatically to orders based on products, product groups or customers. Radio, checkbox and text fields with photos per line, time clock in/out on the job, and full history per customer.

  • Templates attach to orders based on products, groups or customers
  • Radio, checkbox and text fields with per-line comments
  • Photo upload per line where required
  • Time clock in/out directly on the order

Paper sheets gone — history intact

Worksheets are templates that attach automatically to quotes and orders based on products, product groups or customers. The mechanic fills out the sheet on their device — radio for yes/no, checkbox for multi-select, text area for free text — and can add comments and photos per line where relevant.

Mechanics clock in and out on the job directly from the worksheet. Custom lines can be added per order if something unexpected comes up. When the sheet is completed, it is archived with signature and timestamps — so history per vehicle and per customer is complete and searchable.

Custom lines can be added per order as needed

Comment field enabled per question

Photo requirement per line

Archive of completed worksheets

Ready for the mechanic-facing employee front-end

Full traceability with mechanic signature

Templates and automatic attachment

Worksheets attach automatically when an order matches the criteria.

  • Attach by product

    A worksheet can attach to specific products — e.g. brake service always gets its checklist.

  • Attach by product group

    Whole groups (e.g. "Service") can trigger the same worksheet.

  • Attach by customer

    Specific customers can have their own requirements — e.g. fleet customers with a specific checklist.

  • Automatic on order creation

    When an order matches the criteria, the worksheet is created automatically.

Field types

  • Radio

    Yes/no questions with one choice — e.g. "Oil level OK?".

  • Checkbox

    Multiple choices on the same question — e.g. "Which bulbs replaced?".

  • Text area

    Free text for longer answers — e.g. fault description.

  • Enable comment per line

    Each line can have a comment field that activates as needed.

  • Photo requirement per line

    Mark lines where the mechanic must attach an image.

Custom lines

  • Add on the order

    The mechanic can add custom lines beyond the template if something unexpected comes up.

  • Own title and type

    The custom line has its own title and can have optional type, comment flag and photo requirement.

  • Preserved on sync

    Custom lines are not overwritten when the template is updated.

Time clock in/out on the order

  • Mechanic clock-in per order

    Clock in and out directly from the worksheet.

  • Timestamp and employee ID

    Every clock event is recorded with time and which mechanic.

  • History on the order

    Complete clock-in trail shown directly on the order.

  • Counted in statistics and payroll

    Clock events feed employee statistics and can be exported to payroll.

Photo and signature

  • Upload images per line

    The mechanic takes a photo straight from the device and uploads it to the worksheet.

  • Mechanic signature

    When the sheet is completed, the mechanic signs digitally.

  • Archived with the order

    The worksheet sits on the order and is accessible from both orders and the customer's vehicles.

Employee front-end

  • Simplified view

    Mechanics work in the employee front-end — only what they need.

  • Mobile-first design

    Works on phone, tablet and desktop — perfect on the workshop floor.

  • Own clock-ins and orders

    The mechanic only sees their own worksheets and clock-ins.

Frequently asked questions

How are worksheets attached to orders?+
Templates attach automatically based on products, product groups or customers. When an order matches the criteria, the worksheet is created automatically on the order.
Can the mechanic attach images?+
Yes. Each line can be marked as requiring a photo — the mechanic takes a photo straight from the device and uploads it to the worksheet. Images are archived with the order.
How is the mechanic's time recorded on an order?+
Via the time clock directly in the worksheet. Every clock event is recorded with timestamp and employee ID, and the history is shown on the order. Clock events feed employee statistics and can be exported to payroll.
Can I add lines that aren't in the template?+
Yes. Custom lines can be added per order if something unexpected comes up. Custom lines have their own title and are preserved when the template is later updated.
Where are completed worksheets archived?+
The worksheet sits directly on the order with signature, timestamps, comments and images. It is accessible from both orders and the customer's vehicles for full history.

Paperless worksheets. Full traceability.

Start free and let the system generate the right checklists automatically on every order.