Reports

Service reports

Create and use per-appointment service reports after delivery.

service reportcompletionfollow-up
Last updated: 2026-03-25

Steps

  1. Create service reports after delivery when the workflow requires a documented outcome, summary, or charge follow-up.
  2. Keep the report factual and complete because it may support customer communication or a later payment request.
  3. Only mark the report workflow complete after you have checked any linked notification or payment step.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.

Was this article helpful?