Job sheet templates are essential for field service management businesses. Why? Because they’re a core part of efficient job management. Used by engineers, technicians, and field teams, job sheets act as a single source of truth for accessing, updating, and recording everything related to a job.
If your business is growing rapidly – or you have big plans for expansion – it’s worth considering how digital job sheets, such as BigChange’s job card platform, can actively support that growth. A well-designed job sheet template doesn’t just capture job details. It helps standardise processes, improve visibility, and reduce admin across every job.
Our job sheet template includes everything your field teams and office staff need to stay aligned, such as:
- Job and project IDs, dates, and client details
- Assigned engineers or equipment, including required skills
- Allocated hours and hourly rates
- Daily job tracking to log work completed across the month
- Clear visibility of labour time and costs for better reporting
When done correctly, a job sheet template enables field service businesses to identify and solve job management challenges before they affect:
- Client relationships
- Team burnout
- Revenue and profit
🔍 Download an Excel format version of our job sheet template
Paper-based vs digital job sheets
While paper-based job sheets have traditionally been used to record job details, they often create inefficiencies as field service businesses grow. Manual processes, delayed visibility, and inconsistent data can quickly lead to errors, wasted admin time, and poor customer experiences.
Digital job sheets remove these friction points by standardising how information is captured, updating job details in real time, and ensuring nothing critical is missed, giving both field teams and office staff greater control, accuracy, and visibility across every job.
In summary, digital job sheets are a powerful tool that can help businesses optimise their work processes. All of which can help businesses increase brand image, efficiency, productivity, and the bottom line.
🔍 Download our free Excel job sheet template
Using templates in a full job sheet software
One of the biggest advantages of using templates within a full job card platform is the ability to tailor them to different job types, workflows, and industries, without adding complexity for your field or back-office teams.
With paper-based job sheets, creating multiple versions quickly becomes confusing. Engineers risk taking the wrong form to the site, capturing incorrect or incomplete information, and creating rework for the office once paperwork is returned. Digital job sheet software removes this risk entirely by automatically applying the right template to the right job.
Once your digital templates are set up, they simply work in the background. They can be reused across jobs, updated centrally, and only need adjusting when something changes - such as a rebrand, new compliance requirements, or updated processes.
From there, job sheet software helps technicians and office teams get even more value from templates through a range of connected features.
Mobile app
Technicians access job sheet templates directly through a mobile app, ensuring they always have the correct version for each job. Required fields, checkboxes, and prompts guide engineers through the job step by step, helping them capture accurate information on site, even when working offline.
Reporting
Job sheet data captured digitally and consistently can be turned into meaningful reports. Businesses gain clear visibility into labour time, job completion rates, recurring issues, and compliance trends, without the need to manually re-enter information from paper forms.
Data storage in a job portal
Completed job sheets are stored securely in a central job portal, making them easy to search, retrieve, and share. Office teams no longer need to chase paperwork, while customers benefit from faster access to records, certificates, and job histories.
Customisation features
Job sheet software makes it easy to design and manage templates that support different job types and workflows, while ensuring information is captured consistently across every job.
- Build templates around your workflows - Create job sheet templates using configurable sections and fields, tailored to different job types, services, or industries.
- Control how information is captured - Add, remove, or reorder fields, set mandatory questions, and choose input types such as text fields, dropdowns, checkboxes, dates, or numbers.
- Reuse and adapt templates easily - Duplicate existing templates to create variations for different job types without rebuilding them from scratch.
- Apply the correct template automatically - Assign templates by job type so engineers always receive the right job sheet, reducing errors and manual selection.
- Update templates centrally - Make changes once for branding, process updates, or compliance requirements, with updates instantly reflected across all users.
🔗 For a step-by-step walkthrough, see BigChange’s guide to getting started with templates.
Job sheet automation
Templates can trigger automated actions once a job is completed, such as generating follow-up tasks, updating job statuses, or sending documentation to customers. This reduces admin time and keeps workflows moving without manual intervention.
Compliance → Industry standard certificates
For regulated industries, job sheet templates can include built-in compliance checks and industry-standard certificates. Mandatory fields ensure engineers complete required steps, while certificates are generated automatically and stored against the job for audit purposes.
Photos and signatures
Technicians can attach photos, videos, and customer signatures directly to the job sheet. This provides proof of work completed, improves transparency, and helps resolve disputes quickly and professionally.
Payments
Digital job sheets can support faster invoicing and payments by capturing chargeable work, parts used, and customer sign-off on site. This helps businesses invoice sooner, improve cash flow, and reduce billing errors.
Get ahead with digital job sheet software
Job sheet templates play a vital role in planning, managing, scheduling, and tracking a mobile workforce. To deliver real value, they need to sit within a streamlined, standardised, and sustainable process. That’s where job management software makes the difference.
The right platform doesn’t just digitise paperwork. It helps teams work more efficiently, capture accurate data on site, stay compliant, and reduce admin across every job. Most importantly, it’s software your engineers and office staff actually want to use.
If you’ve made it this far, there’s a good chance BigChange already aligns with what you’re looking for. Book a demo today and see how digital job sheets can support your team as your business grows.
Looking for more? Check out the following resources:
