Service Reports

Service Reports

A service report can be created for an appointment. It will capture the details of the service appointment, the associated contact details, and other inputs of customer acknowledgement such as signature, and rating.

Permission RequiredService Reports
- Find out the Edition-specific limits for Service Report.

Create Service Report

To create a service report:
  1. Select Service Appointments from the Work Order Management menu.
  2. Select the service appointment that you want to create the service report for.
  3. Select the Service report tab and click Create Service Report.



  4. In the Create Service Report overlay, make the necessary edits and click Save.

You can find a sample service report here.

Note: Refer to the pricing page for details regarding the number of service reports you can create.

To create a service report from the mobile app:
  1. Log in to Zoho FSM mobile app.
  2. From the Home screen or the All Service Appointments List View screen, select the appointment you want to create the service report for.
  3. Select the Service Report tab and click the add [+] icon.



  4. In the Create Service Report screen, provide the necessary details and click Save.

      
The created report can be viewed later from the Service Report card in the Overview screen or under the Service Report tab. 



Click the more options [  ] icon in the top-right corner of the service report for EditDownload and Share options. You can download the service report as a PDF. You can also share the service report externally.

Send Service Report 

You can email the service report. The service report will have the organization logo if one is included in the Setup. To send a service report:
  1. Select Service Appointments from the Work Order Management menu.
  2. Select the service appointment whose service report you want to send.
  3. Select the Service report tab, and click the service report you want to send.
  4. Click Send.
    Note that the status of the report will be Draft.



  5. Click Send.
    In the From field, choose a sender email address.
    In the Send To field, the contact email address will be populated.



    If there are no sender email addresses, then the service report will be sent from noreply@sender.zohofsm.com.

Once the report is sent, the status changes to Sent and you will have a Resend Report option.


 
Click Resend Report to send the report again. In the Send Service Report dialog, click Resend.
 

 
Before you send the report, if you want to change the status of the report to Sent, click Mark as Sent.
 

 
To send a service report from the mobile app:
  1. Log in to Zoho FSM mobile app.
  2. From the Home screen or the All Service Appointments List View screen, select the appointment you want to create the service report for.
  3. Select the Service Report tab and click the report you want to send.



  4. Click the Send [] icon.
    The status of the report will be Draft.