Service reports

Steps

1. Open Home > Service reports to manage report based bookings through stages like Due, Upcoming, Draft, Completed, Sent, Paid, and Cancelled.
2. Service reports require the Premium service_reports feature and are hidden in business test mode. Demo bookings do not create service reports.
3. Use the filter chips to focus on one stage at a time, especially Due items that need immediate completion.
4. Tap a queue item to open or create the linked report, then fill delivery details, totals, and any notes shown to customers.
5. Set report status deliberately: Completed when the work is finished, Sent when the client has received the report/payment request, Paid when settled.
6. If payment is requested after work, verify payment status updates in both report detail and booking timeline.
7. Keep notes factual and specific. Service reports are operational records and can support payment or dispute follow up.
8. Outcome check: each report based booking exits the queue with a clear delivery record and matching payment state.

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