Job reports
A quote says what a job should cost. A job report says what you actually did — afterwards, for the customer. You build the report post by post: what was done, how much, which products you used, and photos from the site. Checklist items show the controls are done. At the end you make a clean PDF or Word file to send.
A report never has prices. It is about the work, not the money — so you can send it to the customer without showing what anything cost you.
Find Job reports
Job reports is a view of its own. You find it among your views — if it isn't a favorite, open All views and pick Job reports under Reports. Or just tell the assistant: “Make a job report for Hansen on the bathroom.” It finds its way there, and can fill in the posts as you talk.
The module has three tabs:
Reports — the reports the company has made, the one you worked on last at the top. Search by name or customer when there are many.
Templates — finished posts you reuse, with their checklist items and products.
Checklist items — the library of controls you bring into a post.
Make a report
Press Report at the top right. You get two ways in:
- Pick Empty report to start fresh. You choose the customer in the usual customer picker — the same list and New customer as elsewhere — and the report is made at once.
- Or pick From quote: find the quote, tick the lines that should become posts, and press Make report. Title and description are copied. Price, discount, reservations and quantity stay behind, and the quote itself is not touched.
The report opens at once, ready to fill in.
Fill in the report
Inside the report you work in four tabs: Edit, Customize, Preview and Dialog. A report you reopen comes up on Preview, so you see the finished report at once; a fresh, empty report opens on Edit, ready to fill in. At the top you give the report a name, and a small strip shows the report date, the site and how far the checklist items have come.
On Edit you build the content:
- Write a short Description of what the job was about — it stands first in the report.
- Add posts: New post for an empty one, or From template to bring a finished one. Each post has a title, a description and optionally a quantity with a unit.
- On a post you add the Products you used — from the Invoice tab, from the Catalogue (the product database), or Type in by hand.
- Add photos and video to the post straight from the site, so the customer sees what was done.
- Finish with Closing remarks — the conclusion, reservations or advice.
To keep a post for next time, press Save as template on it — then it lands in Templates.
Checklist items
A checklist item is a control you want to show is done: “Tightness checked,” “Residual-current device tested.” You put it on a post and choose an answer — the defaults are OK, Deviation and Not applicable, but you can write your own.
You don't tick an item off as done. A checklist item is completed by what you fill in, and a small seal shows where it stands: Not answered until you answer, Comment missing or Photo or video missing when the answer asks for more, and Completed when everything is in place. Beside it stands the answer you chose. A finished item stays in view — a Deviation you have completed does not fade away.
Some answers call for a reason. When an answer is marked Requires a comment, you get a comment field when you choose it, and the item isn't completed until you've written something. You can always add an optional Comment on an answer, even when it isn't required.
If the control needs a photo, turn on Requires a photo or video on the checklist item. Then every answer must have a photo or video — “Not applicable” included. The strip at the top counts how many of the checklist items are finished, so you see at once whether anything is left.
Customize what shows
On Customize you decide what the report shows: the cover image, the report date and site, the customer's details, your own company with logo and certifications, and per post whether the description, quantity, photos, video, checklist items and products come along. Everything you switch off or on shows at once in the preview.
See the report, make PDF and Word
Preview shows the report as it will be. At the top you choose a layout — seven to pick from, the same as on the quote, from With cover to Practical.
When it sits right:
- Generate PDF makes the file; the button becomes Show PDF so you can open it. Change the report afterwards and you make a new one.
- Download Word gives you an editable file that follows the Practical layout. Changes in the Word file do not go back to the report.
Talk with the customer
Dialog is the same dialogue you know from quotes and inquiries. Here you write to the customer and see the replies that come in. If you need help with the wording, Create draft gives you a suggestion in the reply box from the assistant — you read it over and send it yourself. Nothing is sent automatically from here.
Templates and checklist items you reuse
The two libraries save you time on the next report:
- Templates are finished posts with their checklist items and products. You bring them in with From template, and they are copied into the report. Change a template later and it applies only to posts added afterwards — reports that already have the post keep their copy.
- Checklist items are your controls, one by one. They are copied into the post when you add them, so a report stands on its own even if you later change the library.
Who can make reports
The whole team can make and fill in job reports — Office, Team lead and Member alike. An accountant can make and read them, and someone with the Viewer role can only read. More about roles is in The team, roles and access.
The report builds on the work you have already done in Tredco: start From quote and you bring the posts straight from the quote, and the photos you took along the way are ready from hours and documentation.