You create a service report directly in the repair job under the “Service Report” tab. You add free text or service snippets, then save with “Create Service Report”. The items sync automatically into your invoices and cost estimates.
Key benefits at a glance #
Using the service report module simplifies how you manage job details and billing.
- Workflow automation: Items saved in your service report appear automatically on new invoices and quotations to speed up billing.
- Documentation precision: Use custom free text or predefined service snippets to explain complex repair tasks clearly.
- Status transparency: Customers view the finalized report to see exactly what work was performed on their equipment.
- Manually rewriting repair descriptions for every single invoice.
- Risking discrepancies between the work report and final billing data.
- Data transfers instantly to invoices and quotes after you save.
- Consistent, professional communication for every job you handle.
Step by step: Service reports #
- Select a specific job entry from your “Job overview” to manage its details. The job details panel opens on the right.
- Switch to the “Service Report” tab to begin creating or updating your entries.
- Click on the arrow next to “New Position” to open the options menu.
- Select “Free Text” to add custom notes or descriptions to your report.
- Click the “Text Snippet Icon” if you want to duplicate an existing entry for faster editing.
- Select a predefined snippet, such as “Mechanical Damage”, to add standardized repair text.
- Open the “New Position” menu again to add another line item.
- Select “Service” to add a specific task to your current report.
- Search for and pick a predefined service to precisely document your work.
- Click “Preview” to see how your completed report will look for the customer or for printing.
- Close the preview window to return to your report and continue editing if needed.
- Click “Create Service Report” to finalize the document. The system generates the official report for this job.
- Switch to the “Invoice” tab to review the items already transferred from your service report.
- Verify that all services from your report have been automatically added to the invoice line items.
- Open the “Quotation” tab to verify those same items also carried over to your cost estimate.
- Note that already generated documents remain unchanged by these new updates. Click “Next” to finish your workflow.
Tip from practice #
Reuse standard repair descriptions: Use the text snippet function for common issues like screen replacements or battery swaps. This keeps your reporting consistent and saves time when documenting identical problems.
What comes next #
- Create the invoice: Create Invoices from Repair Orders
- Create a quote: How to Create and Send a Repair Quote
- Book a job first: How to Book a Repair Ticket
Frequently Asked Questions #
Service Report #
Are service report items carried over automatically?
Yes. Items saved in your service report appear automatically on new invoices and quotations, so you avoid double data entry.
Can I reuse standard descriptions?
Yes. Use the text snippets for common issues like screen replacements or battery swaps to keep your reporting consistent and fast.
Do already generated documents change when I edit later?
No. Already generated documents remain unchanged by later updates to the service report.
What is the service report used for besides billing?
It documents the work performed transparently for the customer, which is especially helpful for complex repairs.