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Generate and review a service report
Check the service results before delivering them to the client.
Before you start
- Check that the team synchronized responses, photos and signatures. Make sure you can access the work order documents.
Open documents
Open the work order and Documents tab. Choose Generate Report for the inspection results. The work order PDF, with or without prices, is a different document.
Generate the version you need
Review the options shown and generate the report. Wait until the document is available and open the preview or resulting file.
Check content and presentation
Check the client, location, dates, equipment, responses, photos, recommendations and signatures. If information is missing, check synchronization and correct the source before generating the document again.
Check the result
You have a reviewed report representing the work recorded in the work order.
If something gets in the way
Is a checklist missing from the report?
Check the work order tasks and whether the checklist is active for the report. Check responses and pending uploads before generating the report again.