Print or save the work report

The work report is a one-page summary of a job that you can hand or send to the customer: what was done, the checklist and readings, the materials and approved extras, the time per person, the photos and the customer's acceptance with the signature.

Before you start

• You must be able to open the job: the technician on it, or someone with the right View Services & Maintenance in the office.

Steps

1. Open the job page.
2. Select Work report at the top right. The report opens on its own page with your organisation's name.
3. Check the header: Job, Customer, Site, Equipment, Technician (with the crew) and Finished.
4. Read the sections: Work done, Checklist, Materials used, Billable extras, Time, Photos and Customer acceptance.
5. Select Print or save as PDF. Your browser's print window opens; choose a printer, or save as PDF.
6. Select Back to the job to return.

Good to know

• The report shows what the reader may see: amounts appear only for people who may see prices, never costs or margins.
• Only approved extras appear. Materials that were removed or short do not.
• The acceptance section repeats that it is an acceptance record, not an electronic signature.
• Kluvan does not send the report to the customer by e-mail, WhatsApp or the portal: save the PDF and send it yourself.
• The report keeps its own layout. Studio's Work report template can be prepared there, but this report does not read it.
• Related: Finish a job with the customer's acceptance.