Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Field Service technicians can create service reports to summarize the work they performed. These reports can contain details such as tasks completed, and products or parts used during the service. Technicians can capture a signature on the report and then save it to the timeline. You can deliver the service reports to the customer as a PDF file. Technicians can access the report even without internet connectivity.
You can access the service report in the mobile app and web app. For a guided walkthrough, check out the following video.
Prerequisites
An admin installed and enabled the custom reporting control for service reports.
Generate reports in the mobile app
Open a booking in the Field Service mobile app.
Go to More > Report.
Capture a signature if necessary and select Confirm.
To save the report, select More > Save to Timeline.
Generate reports in the web app
Administrators and dispatchers can generate reports when viewing a booking in the Field Service web application.
Open a booking in the Field Service web app.
In the command bar, select Report.
To save the report, select Save to Timeline in the command bar.