Service Report Templates define the structure of digital forms that field staff complete during service. Create customized templates with specific fields, sections, and validation rules to ensure consistent documentation.
Accessing Templates
Template Components
Basic Settings
| Field | Description |
|-------|-------------|
| Template Name | Identifier (e.g., "Standard Cleaning Checklist") |
| Template Type | Service category this applies to |
| Description | Purpose and usage notes |
| Version | Automatic version tracking |
Sections
Organize your template into logical sections:
| Section Type | Use Case |
|--------------|----------|
| Checklist | Item-by-item verification |
| Inspection | Condition assessment |
| Notes | Free-form observations |
| Measurements | Numeric data collection |
| Photos | Required image capture |
Field Types
| Field Type | Description | Example |
|------------|-------------|---------|
| Checkbox | Yes/No verification | "Waste removed" |
| Text | Short text input | "Serial number" |
| Number | Numeric value | "Gallons pumped" |
| Dropdown | Select from options | "Condition: Good/Fair/Poor" |
| Photo | Image capture | "Before photo" |
| Signature | Digital signature | "Customer approval" |
| Date/Time | Date or time picker | "Service completed at" |
Creating a Template
Step 1: Basic Info
Step 2: Add Sections
Step 3: Configure Fields
Step 4: Save & Publish
Template Best Practices
| Practice | Benefit |
|----------|---------|
| Logical Section Order | Matches actual workflow |
| Required Fields | Ensures complete documentation |
| Photo Requirements | Provides visual evidence |
| Dropdown Options | Standardizes responses |
| Clear Labels | Reduces field confusion |
Managing Templates
| Action | Description |
|--------|-------------|
| Edit | Modify template (creates new version) |
| Clone | Duplicate for similar template |
| Set as Default | Auto-assign to new services |
| Delete | Remove unused templates |
Version Control
Templates maintain version history: