Service reports
Included in the base plan: business documents are included in the FatturaSmart base plan at no extra cost.
A Service report (intervention report) is the document you use to record a job carried out at the customer’s site: who attended, when, and what was done. It’s designed for tradespeople, technicians and installers, and once filled in it converts straight into an invoice.
Creating a Service Report
Step 1: Create a new document and choose the type
Create a new document and select the Service report type from the selector. The Service Report section appears, specific to this document type.
Step 2: Set the customer and lines
Set the customer and add the job lines (labour, materials, etc.) as with any business document.
Step 3: Fill in the intervention details
In the Service Report section, fill in:
| Field | What to enter |
|---|---|
| Technician Name | Who carried out the intervention |
| Intervention Date | The day the job was done |
| Time | The time of the intervention (local HH:mm format) |
| Work Performed | A description of what was done |
Note: to set a time you must first enter the Intervention Date. If you enter a time without a date, you’ll see Set the intervention date to specify a time.
Step 4: Save
Click Save. The intervention details (technician and work performed) stay linked to the document and are there when you reopen it.
Turning the Service Report into an Invoice
When you want to invoice the job, from the service report click Convert to Invoice: lines and amounts are carried over to the electronic invoice. See Transform and convert a document.
Next Steps
- Create quotes, proformas, delivery notes and orders – all the document types
- Product lines and financial settings – withholding tax, surcharge, fund and payments
Need help?
Reach us on WhatsApp by clicking the icon in the bottom right, or email support@fatturasmart.com.
Frequently Asked Questions
Who is the Service report designed for?
The Service report is designed for tradespeople, technicians and installers who need to record who attended, when, and what was done at the customer's site.
Why can't I set the intervention Time?
To set a time you must first enter the Intervention Date; if you enter a time without a date you'll see a message asking you to set the intervention date.
How do I turn the service report into an invoice?
From the service report click Convert to Invoice: lines and amounts are carried over to the electronic invoice.
