Create a Job Service Report on Tradify Web

Who can use this?

Platform: Web        Plan: Plus        Staff Permission: Reports and Financials

Learn more about using Job Service Reports on Tradify Web.

Job Service Reports show a summary of work completed on a job, such as; completed tasks, timesheets, materials and any additional photos. 

Create a Job Service Report

Want to know how to add line items to Job Service Reports? Check out Add Line Items to Job Service Report.

Head over to the Job Dashboard > open the relevant job > select the Job Service Reports tab. Then click New Job Service Report.

Note: Tradify will then pre-populate the report with information supplied in the Job: 

  • Description
  • Tasks Completed 
  • Labour
  • Materials
  • Terms

When the Job Service Report is created, you can then edit Description, Tasks Completed, Labour, Materials and Terms.

Report Date - This sets the date of the report.
Document Theme - Shows the theme that the Job Service Report is using.

Signing off a Job Service Report

Customers can sign-off Job Service Reports by either:

  • Online via an emailed link to the report where they can Accept or Decline.
  • In person by using your Tradify App where the Customer can provide their signature on screen. The signature will automatically display on the Job Service Report which can also be sent to the customer.

 

Was this article helpful?
3 out of 6 found this helpful

Comments

1 comment
  • we are need job service report

    0

Please sign in to leave a comment.