Create service reports

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. The service reports can be delivered to the customer as a PDF file. Technicians have access to the report even without internet connectivity.

The service report is available in the mobile app and web app. For a guided walkthrough, check out the following video.

Prerequisites

An admin has installed and enabled the custom reporting control for service reports.

Generate reports in the mobile app

1. Open a booking in the Field Service mobile app.

2. Go to More > Report.

3. Capture a signature if necessary and select Confirm.

4. To save the report, select More > Save to Timeline.

Generate reports in the web app

Administrators and dispatchers can also generate reports when viewing a booking in the Field Service web application.

1. Open a booking in the Field Service web app.

2. In the command bar, select Report.

3. To save the report, select Save to Timeline in the command bar.