WorkWorksheets
Adding Jobs
How the Add Jobs to Worksheet selector works and what makes a job available for worksheet assignment.
The Add Jobs to Worksheet selector is for pulling existing live jobs into a worksheet that already exists. It is the quickest way to top up a route or add a last-minute job without rebuilding the worksheet from scratch.
Inside the Selector Popup
- Search: Use this to find the job by reference, customer, or other selector columns instead of scrolling through the list.
- Available-for-worksheet filtering: The selector is aimed at jobs that can still be added to a worksheet, so it is already narrowing the list before you search.
- Multiple selection: Tick more than one job if several jobs need adding in one step.
What Happens on Save
- Jobs join the current worksheet: The selected job IDs are added to the worksheet you are already viewing.
- Worksheet refresh: The page reloads the worksheet detail so the new jobs appear straight away.
- No need to leave the worksheet: This flow is built for topping up an active worksheet, not sending you back through the create screen.
When to Create Instead
If the job does not exist yet, use the create option from the selector instead of leaving the worksheet. That keeps you inside the same operational flow and adds the new job back into the worksheet automatically after save.
Related articles
- Creating a Job from a Worksheet: Use this when the job is missing rather than simply unassigned.
- Worksheet Detail Screen: Shows where the add-jobs action sits on the worksheet page.
- Adding Quotes: The matching flow when the worksheet needs quote items rather than jobs.
- Adding a Job to a Worksheet: Covers the same outcome from the Jobs area instead of from inside a worksheet.