We're going to explore how you can create comprehensive, professional summaries of the work your team carries out on site, and deliver them seamlessly to your customers.
What is a job report?
Think of it as the digital version of a job sheet or service record. It's a summary of all the work that was carried out for the customer. It's presented as a professional, branded PDF document that can be emailed directly to the customer.
Why are job reports important? They provide a clear record for you and your customer. For the customer, it's a transparent summary of the service. For your business, it's a digital record invaluable for disputes, tracking work, and compliance.
Creating job report workflows
Now that you understand the what and the why, let's move on to the how.
This is a great opportunity to pause and think about a form that would be useful for your own business. Try creating a form for one of your routine jobs. For a detailed guide on all the different input types you can use, check out the 'Using the form builder' article linked in the lesson description.
The mobile experience
We'll see how the job report workflow you just built looks and functions on the mobile app for your engineers.
With all the steps and signatures completed, all the data, including the completed forms, photos, and signatures, is then synced back to the office, creating a complete and professional record of the job.
And that's how the job report workflow seamlessly connects your office setup with your field staff's actions. Now that we've seen how the data is captured, let's look at how to customize the final PDF your customer receives.
Customising the job report PDF
Now that you've configured your workflows and seen how they work on the mobile app, let's look at the next piece of the puzzle: the PDF document that your customer receives.
The job report email template
Now that the report itself is configured, let's look at the email that will deliver it to your customers.
You've learned to create the entire workflow, from on-site tasks to customizing the final PDF and email. Implementing these ensures consistency and provides a professional customer experience.