1. Service Report Overview

ShareCRM Service Connector provides service report capabilities. Organizations can enable this feature and predefine service report templates. After a service is completed, the system generates a service report from the selected template and supports sending the final report to the customer via multiple channels such as SMS, WeChat, or direct link.

• Support multiple templates so you can choose the one that fits each scenario.
• Support template import: import existing Word templates, adjust inside the system, and use immediately.
• Service reports automatically populate dynamic fields from Work Orders and their related records, reducing manual work.
• Allow technicians to fill in on-site collected parameters and verify checklist results to ensure report data completeness.
• Support multi-channel delivery so the report reaches the Terminal end user directly.

Function entry: Service Connector -> System Settings, enable Service Report plugin

picture coming soon:

picture coming soon:

2. Creating a Service Report Template

A service report template configures the report content for different Work Order scenarios. For example, when Work Order Type = Fault, generate a Fault Service Report; when Work Order Type = Installation, generate an Installation Service Report.

(1) Basic Information

• Service Report Name: helps Roles (for example, technicians) distinguish report types.
• Service Report Target: Work Order / Device
• Generated PDF Name: the final service report is exported as a PDF. You may include Work Order variables in the PDF name for easy retrieval and archiving (for example: “Maintenance Receipt + Code + Account”). Example final PDF name: “Maintenance Receipt+20220722000045+Shenzhen ShareCRM Interconnection Technology Co., Ltd.”
• Template Scope: conditions under which this template applies to Work Orders. When generating a report, Roles such as technicians can match the Work Order to the appropriate template automatically.

(2) Template Content

Scenario 1: Report content pulled solely from the record. You can insert Work Order field variables directly into table cells. When the report generates, the system auto-fills those field values.

picture coming soon:

picture coming soon:

Scenario 2: Need to capture additional non-Work-Order fields.
Configure editable non-dynamic fields in the template for information not directly available from the Work Order record. At report generation time, users can fill these fields. Supported input types: Text, Single Choice, and Multi-Select.

picture coming soon:

3. Service Report Confirmation

You can require customers to sign the service report after generation and collect the signed PDF.

3.1 Confirmation: Signature Only

1. Confirmation method: Signature only — the customer signs directly on the PDF. The signature is not stored back to the record.
2. Choose the placement for the signature within the report content.

picture coming soon:

picture coming soon:

Example rendering:

picture coming soon:

3.2 Confirmation: Require Input

1. Confirmation method: require the customer to input additional information derived from the Work Order, such as service rating or signature fields.
2. Select which input fields the customer must provide.

picture coming soon:

Example:

picture coming soon:

3.3 Invitation Methods for Confirmation

• On-site Invitation: the technician opens the report on their device and asks the customer to sign or submit input on the spot.
• Link: share via copied link or QR code.
• WeChat: push an invitation via WeChat Official Account message (users not bound to the Official Account won’t receive the message) (see Service Report WeChat Message Settings).
• SMS: send an SMS invitation (see SMS Message Settings).

picture coming soon:

4. Sending Service Reports

• Push report to the customer: after the service report is completed, choose whether to push the result to the Terminal customer (see Service Report WeChat Message Settings and SMS Message Settings).

picture coming soon: