Job report

The job report is a document containing the most up to date changes for a jobs option sheet, Home Safety Inspection and the customer notes. A job report is created whenever an invoice against a job is created

Sending a job report to a customer

By default a job report will not be sent to a customer after an invoice is created, the technician must opt in to sending the customer the job report. It is done by click the send job report toggle when invoicing a job

Viewing a job report

After a job report is created the technician who invoiced the job will be sent a copy of the PDF to their work email. The PDF will also be added to the job photos (although the app won't display it), anyone with access to the web app will be able to view and download the PDF by going to the photos tab on the job.

HSI in the job report

Technicians will now be able to include the HSI in the job report when invoicing a job. Only sections that have been selected will appear on the job report. Blank selections will be left out

To get the HSI in the job report, in the same screen you confirm whether to send the job report to the customer, you can select whether to send the HSI.

Option sheet in the job report

When invoicing the technician can opt into sending the option sheet to the customer.

The prices displayed on the pdf version of the option sheet are different depending on whether or not the customer has accepted any options. If the customer has selected at least one option the prices are displayed as they appear on the option sheet.
If however nothing was accepted by the customer four prices will be displayed. The top row of prices are the member and non-member prices with the initial fee. The bottom two prices are the member and non-member rates without the initial fee.

Updated on: 17/10/2022