Worksheet Card Settings Popup
How to choose which fields appear on each worksheet item card, including the job, customer, and related groups.
Every worksheet item is rendered as a card that summarises the work for the visit. The card settings popup lets you decide which fields appear on those cards, so the layout can match how your team reads a worksheet at the start of a day. Open it from Card Settings in the worksheet View menu.
Where to Open It
On the worksheet detail screen, open the View menu in the toolbar above the worksheet items and choose Card Settings. The selection is saved against your user account, so the layout follows you across worksheets and across devices.
Field Groups
- Job Information: Visit-level fields such as Last Done, Next Due, Due Time, Duration, People, and Worksheet Note. Turn these on when the team needs scheduling context at a glance. Next Due follows the item: while the item has no status it shows the job's next due date, and once the item is marked complete or missed it shows the due date from the completion popup, so the card and the popup always agree.
- Customer Information: Customer name parts, company, address parts, mobile, and landline. Turn these on when the team uses the worksheet itself as their address book on the day.
- Related Information: Service name, price, and status. These are usually on for any worksheet that includes paid work, so the team can confirm price and outcome quickly.
Price stays off the cards, whatever you choose here, if your role doesn't include View Prices and Balances. See Editing a Role.
Defaults and Reset
- Default fields: Out of the box the popup includes due time, duration, people, customer name and address, town, postcode, price, and status.
- Reset to Defaults: The button at the bottom rebuilds the default selection in place. The reset takes effect for the live view immediately, but the change is only persisted to your account when you save.
- Cancel: Closes the popup without keeping the selection.
- Save: Persists the selection across worksheets and sessions.
How the Selection Behaves
- Field order is fixed: Selected fields render in the same order Work Planner uses for the canonical card layout; the popup decides visibility, not order.
- Empty values stay hidden: If a field is selected but the underlying record does not have a value, the card simply does not render that line.
- Phone numbers are tap-to-call: When mobile or landline is shown on a card, the number is a link that opens your phone's dialler, so the team can ring the customer straight from the worksheet.
- Per user: Each team member can configure their own card layout without affecting anyone else.
- On a phone: A stop is a row with room for its name, address, price and status, which follow what you choose here. Swipe a stop left for its details, which show every field, whatever is chosen.
Related articles
- Worksheet Detail Screen: Where the View menu lives and where the cards themselves are shown.
- Route Optimisation and Ordering: Useful when deciding which card fields support how you order the day.
- Editing Worksheet Item Payment and Reference Fields: Helpful when you want to know which fields can be edited from the card itself.