Job reports are essential documents for both you and your customers to ensure clarity over what works have been completed. Typically sent at the end of a job, these can be set up to send automatically once the job is complete but can also be sent manually if required.
➡️ Navigate to the job > Quick links > Send job report
The side panel will display a preview of the PDF in the browser document viewer. To email or print the job report, use the purple buttons displayed at the bottom of the side panel.
Using the purple Commusoft action buttons ensures the print and email actions are registered in the communications timeline.
Customise the information displayed on the document in the job report PDF layout settings.