Service History

A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.

Reports & Intelligence

Service History

A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.

Service History

Where to access

Open Service History from Reports.

Related

How it works

  1. Browse visits by customer, technician and date range.
  2. Open a visit to see its photos, checklist, readings and notes.
  3. Send the service report to the customer, share a link, or export it.
  4. Make administrative corrections to a completed visit when needed.

Tips

  • Service history is your proof of work: it settles questions and reinforces the value customers receive.