Job report email template

A well-written email to send along with the job report PDF ensures transparency and professionalism. It provides a detailed job report, reinforcing trust and offering a clear record for the customer.
Additionally, you can set the report to send automatically under certain conditions to add automation and reduce manual job admin.

View setting

➡️ Profile icon > Settings > Jobs > Job report email template

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The job report can be automatically sent when the job is marked as complete in the following ways:

  • The technician completes the job in the mobile app.
  • The final invoice is raised and the job is closed automatically.
  • The job is marked as free of charge.

➡️ Automatically send the job report when the job is marked as complete > Compose email subject > Compose email body > Save

Use tagging in the subject and body to include job-specific information and provide a detailed email for your customers. You can also personalise the name tagging and date/time tagging.


The job report can also be sent when the appointment is marked as left. Selecting this option will display optional additional status updates that can trigger this email to be sent. These actions must be completed in the mobile app.

➡️ Automatically send the job report when the diary event is marked as left > Select further diary event actions (if applicable) > Compose email subject > Compose email body > Save

If the appointment is in the past when the negative event status update is actioned, the email will not trigger.


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Once the selected condition has been met, the job report will begin to generate and then be sent to the customer. This can take time, depending on what information is to be displayed on the PDF, eg., if the job report includes images it can take longer for all data to sync between mobile, web and then into the job report PDF document.

When the email is sent, it will be logged in the communication timeline. If there is no record in the communication timeline and the customer has not received the email after 24 hours of the condition being met, please contact support@commusoft.com for assistance.