Sending a job report to clients

This feature requires a subscription to the SortScape Premium plan.

Generating a service report

Once you mark a visit completed, you can generate a “service report” and send it to your client. To do this:

1. Open the completed visit
2. Click on the ”…” button located next to the “reopen” button
3. In the dropdown menu, click “Generate service report”
4. If the visit has photos attached, you’ll see a modal where you can select which photos to include in the report
5. Click “Generate Report” to create the PDF The service report PDF will be automatically added as an attachment to that visit.

What’s included in the report

Service reports include:

• Visit details (address, contact information, date, time, employees, and time spent)
• Next scheduled visit date (if enabled in settings)
• Work completed during the visit (tasks and notes)
• Photos (if you selected any when generating the report)
• Custom footer text (if configured in settings)

Configuring service report settings

You can customize your service reports in Settings > Visit Settings:

• Include next scheduled visit date? - When enabled, service reports will include a “Next scheduled visit” row showing when the next visit is due
• Service report footer text - Add custom text that appears at the bottom of all service reports (optional)

Sending the report to clients

After generating a service report, you can send it to your client:

1. The PDF is automatically attached to the visit
2. Send an email notification to the client and add the service report PDF as an attachment