Overview

Job reports are the permanent record of work completed. When you finish a job, the report captures what was done, with photos and notes that become part of the property's history. Good job reports protect you, inform customers, and build your reputation.

Why Job Reports Matter

For Your Business

Proof of work: Documentation if disputes arise
Quality tracking: Review work quality over time
Training tool: Show new team members expected standards
Warranty reference: Know exactly what was done

For Customers

Transparency: Clear record of work performed
Reference: Look back at what was done
Trust: Professional documentation builds confidence

For Property History

Permanent record: Part of the property's story
Future reference: Next contractor can see what was done
Value documentation: Maintains can add property value

Creating a Job Report

When You Complete a Job

Click "Complete Job" on the job detail page
The job report form appears
Fill in the report:
- Work description
- Photos
- Any notes
Save and complete the job

Required Elements

Most job reports should include:

Description of work: What was actually done
Completion timestamp: When work finished
At least one photo: Visual proof of completion

Optional Elements

Depending on the job:

Before/during/after photos
Materials used
Time spent
Customer signature
Follow-up recommendations

Adding Photos to Reports

Photo Best Practices

Take photos that show:

The completed work: What the finished result looks like
Problem areas addressed: Before and after comparisons
Quality details: Close-ups of important work
Context: Wider shots showing where work was done

Uploading Photos

Click "Add Photos" in the report
Select images from your device:
- From camera roll
- Take new photo
- Multiple selection supported
Add captions to explain each photo
Organize by dragging to reorder

Photo Tips

Take more than you need: You can always not use them
Good lighting: Avoid dark or blurry shots
Include context: Show the whole area, not just close-ups
Date stamp: Photos are timestamped automatically
Before photos: Take these when you start the job

Writing Good Descriptions

What to Include

What the problem was: "Water heater not producing hot water"
What you found: "Thermocouple was faulty"
What you did: "Replaced thermocouple with new unit"
Result: "Tested and confirmed proper operation"

Example Good Description

"Replaced faulty thermocouple on 50-gallon gas water heater. Unit was not igniting pilot light. Installed new Honeywell thermocouple and verified pilot lights and stays lit. Tested hot water at kitchen and bathroom faucets - heating properly. Old part disposed."

Keep It Professional

Use clear, simple language
Avoid jargon customers won't understand
State facts, not opinions about customer behavior
Keep it relevant to the work performed

Viewing Job Reports

Finding a Job Report

From the Jobs list: Click on completed job
From a Ticket: View the associated job(s)
From Property: See all completed work
From Customer: View their job history

Report Details Shown

Work description
Completion date and time
Who completed it
All photos with captions
Associated invoice (if created)

Sharing Job Reports

With Customers

Job reports can be:

Viewed in customer portal: Homeowners see their completed work
Included with invoice: Reference in billing
Emailed: Share report summary directly

With Your Team

Reports are visible to:

All company members
Admins and managers
Future workers at this property

Tips

Complete job reports the same day while details are fresh
Take photos before starting so you have comparison shots
Be specific in descriptions - vague notes are unhelpful later
Note any recommendations for future work
Include model numbers and part info when relevant

Common Questions

Q: Can I edit a job report after saving? A: Yes, you can add more photos and update notes. Major changes may be logged.

Q: Are job reports shared with everyone? A: Reports are visible to your company, the customer, and future workers at the property. Sensitive internal notes should be kept in separate fields.

Q: How long are reports kept? A: Job reports are kept permanently as part of the property history.

Q: Can customers see all details in reports? A: Customers see the description and photos. Internal notes and pricing details may be restricted.

Job Reports