Skip to main content

Service Reports

Service reports let you email a completed visit summary to a customer. The email includes a branded PDF attachment with visit details, completed tasks, notes, and visit photos.

Configure report branding​

Admins configure service report branding in Company Settings.

Branding options include:

  • Company logo -- PNG or JPEG, up to 2 MB
  • Primary color -- Used in the report header and visual accents
  • Report footer -- Optional text shown at the bottom of the PDF

After you save at least one branding setting, a Preview service report button appears. Use it to open a sample PDF before sending reports to customers.

Send a report manually​

  1. Open a completed service visit
  2. Click Send Report
  3. Plantrunner emails the report to the customer's contact email

After a report has been sent, the button changes to Resend Report.

Automatic reports​

Customers can be configured to receive reports automatically after checkout:

  1. Open the customer record
  2. Click Edit
  3. Enable Automatically email completed service reports
  4. Save the customer

Automatic reports require the customer to have a contact email.

What the report includes​

Service reports include:

  • Company branding and contact details
  • Customer and location details
  • Technician name
  • Visit date, check-in time, check-out time, and duration
  • Completed service tasks
  • Visit notes
  • Attached visit photos