Service reports are a useful feature for your staff to feed back information to your clients after a visit with a pet. They can add photos from their phone to include in the service report, plus you can customize your report, adding many fields that you use in your business to gather data, by adding custom fields.
Tip: If you prefer to read/approve the report BEFORE it is sent to clients, firstly you must switch off the permission for your staff to Send Service Reports in Admin > Staff > Staff Record > Permissions > Can Send Service Reports.
Note: If you turn OFF using service reports, the Service Report icon is no longer visible to staff during a visit.How Do I Use the Service Reports option for Clients?
Navigation: Admin > Settings > Service Report Settings
- Toggle "Use Service Report" ON.
- Click "Update."
Note: If there are Services that you carry out that do not require a Service Report, this can be switched off at Service Item Level in Advanced Settings. How to switch off a Service Report being required for a Service Item.
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