Send a job report

You can send a job report to the customer after the job is complete. This may contain information such as engineer feedback, parts installed etc

You can edit the information shown within the job report in system settings. Click here to see how to do this

Watch a quick video showing you how to send a job report

Or read how to send a job report

  1. Click in the search bar and search for the customer/work address with the job you want to send the report for and press Enter on your keyboard. You will then see a list of customers/work addresses that are related to your search. Click on the name of the customer/work address to open their account

    (Or search for the job number, select it from the list and skip to step 3)



  2. Within the ongoing work section click View next to the job you want to free of charge



  3. Click Quick links in the top right corner of the job screen. Click Send job report



  4. You will now see a preview of the job report. You can now decide whether you would like to email the report, or print it




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