Engineer Generates Service Report

1. Engineer Generates Service Report

1.1 Generate Service Report on App

1. Tap “Generate Service Report” on the process node, or generate a service report from the Work Order record.
2. You enter the report preview page. To edit or adjust fields, tap Edit to continue editing the report.
3. If a signature is required, tap “Send to Account for Signature” or have the engineer sign on their mobile device.

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1.2 Generate Service Report on Web

1. Click “Generate Service Report” on the process node, or generate a service report from the Work Order record.
2. You enter the report preview page. To edit or adjust fields, click Edit to continue editing the report.
3. If a signature is required, click “Send to Account for Signature” or have the engineer sign on their mobile device.

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2. Account (End User) Signs Service Report

1. The Account receives a WeChat message/SMS or scans a QR code to open the service report preview page.
2. Tap “Sign”. After signing and confirming, the system generates a signed service report PDF.

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3. Service Report Outcome

• Once the service report is successfully generated, the report is stored in the Service Report object, and the “Service Report Status” field on the Work Order changes to “Completed”.

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