Site reports
Make a PDF of the work you did at a site, for its last visit or between two dates, and email it to the customer.
On the Unlimited plan. A free trial includes it too.
A site report is one PDF of your own records at a site: each unit, what your crew recorded on it, the units not tested and why, and the defects. It has your logo and colours, like your quotes.
Make a site report
From a site:
- Go to Assets and filter to the site (open a site's units from the customer's page).
- Press Site report.
- Choose The last visit (the latest finished job that worked on the site's units), or Between two dates.
- Choose how to group the units: by Location or by Type.
- Press Make the report.
From a finished job: open the job, and in its Assets box press Site report. The report is for that visit.
The dialog then sums it up, such as "12 units: 9 pass, 1 fail, 2 not tested. 1 defect still to fix." Press Open the report to check it.
What is in it
- Your business name and logo, the customer, the site and the visit or dates.
- The counts at the top: units, pass, fail, not tested, and defects still to fix.
- Each unit, grouped by location or type: its tag, label code, type and location, its latest result at each level in the period (with the reason and any result fields), and when each level was last done.
- The site's plans, when it has any, each with its units numbered and a key, after the counts.
- Units not tested, with the reason the tech gave, or "No result recorded".
- Defects still to fix, open, quoted or booked, in their own words. Never their notes.
- Defects fixed in this period.
A large site is fine: each group starts with its heading, the column headings repeat on each page, and a unit is never split across two pages.
Every page says at the foot: "A record of the work your business did. It is not a certificate or a statement of compliance." It has no signature block and no overall verdict.
Email it to the customer
After making it, the customer's email address is filled in under Email it to. Add others with commas, add a message if you like, and press Email it. The report goes as an attachment.
Change the wording of the email under Settings, Emails, in Sending a site report.
Find it later
Each report is kept as a document on the site's customer, and on the job when it was made from one. Find it in the customer's Files tab, the job's files, or under Made before when you next press Site report for the site.