Generate service report
A service report records the work done on a service ticket.
Screenshot needed: Service report section on ticket detail
Screenshot needed: Generated service report PDF preview or download action
What this is for
Use service reports for operational records, customer acknowledgement, signatures, photos, and generated PDFs.
Who uses it
Service engineers and office admins with service report permission.
Steps
- Open the service ticket.
- Review equipment, customer, parts, notes, and status.
- Open the Service report section.
- Enter required report details.
- Add signatures or documents if the screen provides those options.
- Generate or download the PDF when available.
Important notes
To be verified: final customer signature and PDF generation workflow should be confirmed during training.
Common mistakes
- Generating the report before parts and notes are complete.
- Missing customer acknowledgement.
- Downloading an old report version.