Welcome to FieldSheet Pro

Everything your team needs to go from job site to invoice — in minutes.
This guide walks you through each area of the app with visuals.

1
Getting Started
Set up your company and team — takes about 10 minutes
01
Check your invite email
Click Set Password and Get Started to create your password and activate your account
02
Fill in Settings
Add your company name, address, phone, logo and bank details. These appear on every invoice automatically
03
Add your engineers
In Settings scroll to Engineers and Staff. Add each person with their name, role and a 4-digit PIN
04
You're live
Engineers open fieldsheetpro.com on their phones, select their name and enter their PIN to log in
2
Logging In
Two separate login types — office and engineer — at the same URL
fieldsheetpro.com — Login Screen
F
FieldSheet Pro
Who are you signing in as?
☰
Office / Manager
Email and password
🎤
Engineer / Field Staff
Select name and enter PIN
1
Office / Manager
Tap this to log in with your email and password. Takes you to the full office dashboard with all jobs, invoices and timesheets.
2
Engineer / Field Staff
Engineers tap this. They see a dropdown to select their name and a PIN pad. No email needed — just their 4-digit PIN set by the office.
3
Same URL for everyone
All staff use fieldsheetpro.com — the app shows the right screens based on who logs in. Engineers only see job sheet and timesheet. Office sees everything.
📲
Installing the App on Your Phone
First time only — takes 30 seconds — opens like a real app from then on
🍎 iPhone (Safari)
1
Open in Safari
Go to fieldsheetpro.com in Safari. Must be Safari — not Chrome or another browser.
2
Tap the Share button
At the bottom of the screen tap the Share button — it looks like a square with an arrow pointing upward out of it.
3
Tap Add to Home Screen
Scroll down in the share menu and tap Add to Home Screen. Tap Add in the top right.
4
Done — tap the icon
The FieldSheet Pro icon appears on your home screen. Tap it to open — no Safari bar, full screen, works like a real app.
🤖 Android (Chrome)
1
Open in Chrome
Go to fieldsheetpro.com in Chrome on your Android phone.
2
Install banner appears
A banner appears at the bottom of the screen saying Install FieldSheet Pro. Tap it.
3
If no banner appears
Tap the three dots in the top right of Chrome → tap Add to Home Screen → tap Add.
4
Done — tap the icon
The FieldSheet Pro icon is on your home screen. Opens full screen like a native app every time.
💡
Tell your engineers — the first time they visit the URL send them this instruction: open fieldsheetpro.com in Safari, tap the share button, tap Add to Home Screen. That is all they need to do.
🔄
Already have it open? — if an engineer already visited the site before installing, just close the tab and open it fresh from the home screen icon instead.
3
For Engineers — Submitting a Job
Voice assistant guides you through every step — no typing needed
1
Start Voice Assistant
Tap the big red button. The AI greets you by name and asks each question out loud. Just speak naturally.
2
Answer each question
Customer name → Address → Fault and what you did → Parts used → Time on site → Notes for office. Fields fill in automatically below as you speak.
3
AI reads it back
At the end the AI reads your whole job sheet back. Say yes if it sounds right, or correct anything out loud — it updates automatically.
4
Review your job sheet
AI hands back to you. Scroll down and check all the fields carefully. Tap any field to edit if anything needs correcting.
5
Customer signs
Hand your phone to the customer. They sign with their finger on the signature screen. Hand it back.
6
Tap Send to Office
Once the sheet is filled and signed, tap Send to Office. The complete job sheet goes to the office instantly.
✎
Skip to form
Prefer to type? Tap Skip — fill in manually instead and tap any field to type directly.
Engineer — Job Sheet Screen (mobile)
VOICE ASSISTANT
Ready when you are
Press start — AI walks you through each step
HOW IT WORKS
1. Press Start — AI greets you
2. Answer each question out loud
3. AI reads everything back at end
4. Review all fields — edit if needed
5. Customer signs on your phone
6. Tap Send to Office
🎤 Start Voice Assistant
Skip — fill in manually instead
CLIENT NAME
Tap mic above or tap to type
ADDRESS
Tap mic above or tap to type
Parts — Always Include Size and Quantity
✓ SAY THIS
✕ NOT THIS
"22mm gate valve, quantity 2"
"gate valve"
"15mm compression elbow, 4 off"
"some elbows"
"3 bar pressure relief valve, 1 off"
"a PRV"
"Honeywell T6360 thermostat, 1 off"
"a thermostat"
4
For the Office
Managing incoming jobs and generating invoices
Office — Jobs Feed
SP
Scott Plumbing
Gas Safe 12345
2
NEW
5
TODAY
3
INVOICED
JOBS 2
TIMESHEETS
All
Active
Archive
+ New
John Smith
Boiler not firing...
New 09:15
Sandra Hume
Diverter valve...
Invoiced 11:30
📄
Select a record
Click any job to open
1
Stats at a glance
Top of the sidebar shows New jobs (red), Today's total, and Invoiced count. Updates instantly as engineers send jobs.
2
Red dot = New job
Jobs with a red dot and New badge have just arrived from an engineer. Click to open and action them.
3
Folders — keep it tidy
Click + New to create a folder for a contract or job type. Move jobs into it using the three dot menu on any job.
4
Invoiced = green
Once you mark a job as Invoiced the dot turns green and the badge updates. Keeps your feed clean and your stats accurate.
The Invoice Document
Invoice & Job Sheet
⬇ Download PDF
Mark Invoiced
···
SP
INVOICE
INV-001
Date: 03/05/2026
INVOICE TO
John Smith
14 Elm Drive, Glasgow
JOB DETAILS
Engineer: Jamie Ross
Time on site: 2.5 hrs
PARTS & LABOUR — all fields editable
ITEM
QTY
UNIT PRICE
AMOUNT
22mm gate valve
2
45.00
£90.00
Labour (2.5 hrs)
1
95.00
£95.00
Subtotal (ex. VAT)£185.00
VAT @ 20%£37.00
Total Due£222.00
1
All fields editable
Click any part name, quantity or price to edit it. Totals update automatically as you type. Add extra parts with the + Add Part button.
2
Download PDF
Generates a clean professional invoice — no edit buttons or office controls visible. Customer only sees what they need to see.
3
Mark as Invoiced
Once you've sent the invoice to the customer, click this. The job turns green in the feed and your Metrics update.
···
Three dot menu
Move job to a folder, archive it when complete, or delete it. Keeps your main feed clean.
5
Timesheets
Weekly hours submission with built-in dispute protection
Engineers — Submitting Hours
1
Tap Timesheet
Bottom navigation on your phone — tap the clock icon to switch to your timesheet for the current week.
2
Fill in each day
Enter start time, finish time, break length, overtime and travel time for each day Mon to Fri.
3
Send to office
Tap Send Timesheet. Your sheet is locked and timestamped. The office cannot change your submitted hours.
Office — Approving Timesheets
1
Timesheets tab
In the office sidebar click Timesheets. Pending submissions show with an orange badge count.
2
Approve
Click Approve to confirm hours. Engineer is notified immediately with a green confirmation.
!
Query
If there's an issue click Query and type your reason. Engineer sees a red alert on their screen and can Accept or Dispute.
Dispute Protection — Full Audit Trail
ACTION
WHO
WHAT HAPPENS
Submit
Engineer
Hours locked with name and timestamp — cannot be edited by anyone
Query
Office
Must type a reason — engineer sees red pulsing alert on their timesheet screen
Dispute
Engineer
Engineer adds their response — office must read it before approving
Approved
Office
Final version permanently locked — full audit trail saved with all comments and timestamps
6
Metrics Dashboard
Click Metrics in the top navigation for a live view of your business performance
TOTAL INVOICED
£4,850
12 jobs invoiced
PENDING REVENUE
£620
3 to invoice
AVG JOB VALUE
£404
15 total jobs
INVOICE RATE
80%
12 of 15 invoiced
📊
Revenue by Month shows your monthly trend as a bar chart — useful for spotting busy periods and planning staffing
👷
Engineer Performance shows each engineer's job count, revenue generated and invoice rate with a progress bar
⬇
Export Data — download Jobs CSV, Timesheets CSV or Revenue Summary for your accountant or payroll
✓
Quick Reference Checklist
Daily workflow for engineers and office staff
🎤 Engineer Guide
Open fieldsheetpro.com on phone
Tap Engineer / Field Staff → select name → enter PIN
Tap Start Voice Assistant
Speak: customer, address, fault, parts (with sizes), time, notes
Say yes at readback or correct anything out loud
Review all fields — tap any to edit
Hand phone to customer — they sign
Tap Send to Office — job sent instantly
Submit timesheet at end of each week
🖥 Office Guide
Go to Settings and fill in your company name, address, logo and bank details
In Settings — Engineers tab: add each engineer with name and 4-digit PIN
In Settings — Office Staff tab: invite colleagues by email — they set their own password
Daily — log in and check the Jobs feed for new sheets from engineers
Red dot on a job means it just arrived and needs pricing — click to open it
Enter unit prices for parts and labour — totals calculate automatically
Add or remove parts if needed — all fields are editable
Download PDF and send to the customer
Click Mark as Invoiced to update the status and metrics
Use folders to organise jobs by contract or job type
Weekly — review engineer timesheets in the Timesheets tab and approve them
If hours look wrong click Query — type your reason — engineer is notified to respond