Service Report Design

Steps

1. Choose what appears on the customer-facing report.
2. Apply branding and layout preferences.
3. Choose how the report link is delivered: email, text or both.
4. Preview how a report will look to a customer.
5. Save your design for all future reports.

Tips

• A clear, branded report after every visit is one of the simplest ways to show your value.
• Each client can get the report where they read it: by email, by text or both.

Related guides

• Service History A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.
• Branding & company info Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.
• Service Form & visit completion The structured form technicians complete on site: check-in, a dynamic checklist, readings, photos, notes and final submission.