Where can I find the Service Report for a Service Appointment?

Where can I find the Service Report for a Service Appointment?

You can view Service Reports for a particular Service Appointment or all Service Reports.

Viewing all generated Service Reports

  1. Go to Work Order Management → Service Reports.
  2. You will see a list of all generated Service Reports.



  3. Click on any report to view it.

Viewing Service Report for a specific Service Appointment    

  1. Open the required Service appointment.
  2. Navigate to the Service Report tab.



  3.  Click on the Service Report name to open it.


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                                                                                                                                • Related Articles

                                                                                                                                • Service Appointments

                                                                                                                                  Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crew who will then perform the services at the contact location. As many service appointments as the ...
                                                                                                                                • 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 acknowledgment such as signature, and rating. Available in Editions: All Editions ...
                                                                                                                                • Is creating a Service Report mandatory to complete a Service Appointment?

                                                                                                                                  Whether a Service Report is mandatory depends on your Transaction Settings. If the “Service Report required for Service Appointment completion” option is enabled, then creating a Service Report is mandatory to complete the Service Appointment. ...
                                                                                                                                • How do I make a Service Report mandatory for a Service Appointment in Zoho FSM?

                                                                                                                                  Making service reports mandatory for a service appointment in Zoho FSM Go to Setup → Transaction Settings Navigate to the Service Appointments section Enable the option “Service Report required for Service Appointment completion” Once enabled, a ...
                                                                                                                                • Can multiple technicians create Service Reports for the same appointment?

                                                                                                                                  Yes. If multiple technicians are involved, each technician can create their own Service Report for the same Service Appointment.
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