Included from Starter

Service reports

A service report is a numbered record of a job: the client, the date of service, what was done and the priced items. You can write one from scratch or generate it from a calendar job. Later you can bill several reports to the same client on one invoice.

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The Service Reports list with filters, search, and each report's number, date, amount, description and jobs done, with Reprint and Delete buttons.

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Service reports

What it does.

  • Numbered reports

    Each report gets the next number in its own series automatically (for example SR26004).

  • Priced line items

    Add items with quantity, unit price, cost and discount, with the VAT rate and totals worked out for you.

  • Technician's notes

    What your technician wrote under jobs done comes across onto the report and is printed with the description.

  • From a calendar job

    Generate a service report straight from a job. It keeps the job's times and the client's signature.

  • Find any report

    Filter by All, Not billed, Today, This week or This month, and search by client, description or number.

  • Bill several at once

    Tap Bill reports, tick the reports you want, and create one invoice. The reports must be for the same client and use the same VAT rate.

  • Never billed twice

    Each billed report is marked Billed and linked to its invoice, and can no longer be selected for billing.

  • Reprint as PDF

    Reprint any report as a PDF whenever you need it.

  • Recurring reports

    For regular visits, set a report to repeat weekly, every two weeks, monthly, quarterly, every six months or yearly. This needs the Subscriptions module, which is included from Pro.

  • Reports from your team

    Technicians can write up a report for a client on one of their own jobs from their job screen.

  • Per-client view

    Each client's page has a Reports tab listing their service reports.

Real screens.

From the app, using a demo company.

Bill reports mode: two reports ticked for one invoice, and a report already marked Billed that cannot be selected.
Two reports ticked for one invoice.
The New service report form with client, Repeats, date of service, VAT rate, description and line items.
A new report with Repeats and line items.

Price.

Prices exclude VAT. Yearly billing costs the same as 10 months. See all CySo prices.

Included

Service reports are included from the Starter plan. Recurring reports also need Subscriptions, included from Pro. With Workshop on, the Reports menu item is hidden by default because the shop uses work orders, but you can switch it back on.

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Works well with.

CalendarA shared job diary for your business, with day, week, month and agenda views.See the module InvoicesIssue numbered tax invoices, record payments and receipts, and see what every client still owes.See the module SubscriptionsRecurring plans, licences and repeating invoices that you bill to your clients.See the module ClientsEvery client in one place, with their details, jobs, invoices and what they owe.See the module

Try Service reports in CySo Flow.

Start on the free plan and switch modules on from inside the app.

Open CySo Flow All modules