How To Create a Job Service Report on Tradify Web

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. 

Jump Ahead:

  1. Create a Job Service Report
  2. Adding Line Items

Create a 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.


1-NewJSR.jpg

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.

Adding Line Items

If you’ve missed out any line items in the Job, you simply add them by clicking:

  • New Task
  • New Labour 
  • New Materials

2-Created.jpg

Clicking either of these buttons will open a popup window where you can then add the line item information.

 

3.1-AddLineItem.jpg

Once you’ve added the line item information, click OK. Your line item will display accordingly.

Note: Don’t forget to save your progress! Click the Save button in the bottom right of the screen.

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?
0 out of 0 found this helpful