Last Updated: December 04 2023
Overview
Run sheets display a chronological list of scheduled quotes, jobs or activities for employees and contractors based on a date range. They can be printed or emailed directly to an employee or contractor.
The columns displayed on run sheets depend on your forms setup. Learn more in How to Set Up Run Sheet Forms.
Required setup
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System 
> Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:
Print run sheets
It is recommended that you set up display settings for Run Sheet forms prior to printing or emailing run sheets. Learn more in How to Set Up Run Sheet Forms.
Note that the run sheets will include projects assigned to technicians where the due date is within the run sheet date range.
Activities scheduled will only display the name of the activity and the time scheduled on a run sheet. Learn more in How to Use Activities.
To print run sheets:
- Go to Schedules
> Run Sheets. - Select the Date Range.
- Select the Employees.
- Click Print Run Sheets.
A PDF file opens in a new tab to print from.
Email run sheets
You can email run sheets to employees and contractors.
To email run sheets:
- Go to Schedules > Run Sheets.
- Select the Date Range.
- Select the Employees.
- Click Email Run Sheets.
The run sheets are emailed to the primary email address in the employee or contractor's card file.
Learn more in the Learning Toolbox
For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.