1. Service Report Overview

ShareCRM Service Connector provides comprehensive service report capabilities. Businesses can enable this feature and pre-configure service report templates. Upon service completion, the system generates service reports based on predefined templates and supports delivering them to customers via multiple channels such as SMS, WeChat, or direct links.

• Supports multiple templates for flexible selection across different scenarios.
• Allows template import—businesses can upload existing Word templates to the system, make adjustments, and deploy them immediately.
• Automatically populates dynamic parameters from Work Orders and related documents, reducing manual effort.
• Enables engineers to input on-site collected parameters and inspection results, ensuring data completeness.
• Delivers service reports directly to Terminal users through multiple channels.

Access Path: Service Connector → System Settings → Enable Service Report Plugin

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2. Creating a Service Report Template

Service report templates are designed for different Work Order scenarios. For example, a “Fault” Work Order type can generate a maintenance report, while an “Installation” type can produce an installation report.

(1) Basic Information

• Service Report Name: Helps Roles like engineers distinguish report types.
• Service Report Object: Work Order or Equipment.
• PDF Naming Convention: The final PDF can include variables (e.g., Work Order Code and Account Name) for easy tracking. Example: “Maintenance Receipt + 20220722000045 + Shenzhen ShareCRM Interconnection Co., Ltd.”
• Applicability Conditions: Defines which Work Orders qualify for the template, allowing engineers to auto-match templates during report generation.

(2) Template Content

Scenario 1: Content sourced directly from Sub-objects (e.g., inserting Work Order field variables into tables for automatic value retrieval).

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Scenario 2: Editing non-Work Order fields
- Configure static parameters (e.g., text fields, radio buttons, checkboxes) that require manual input during report generation.

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3. Service Report Confirmation

Service reports can be configured to collect customer signatures and return signed PDFs.

3.1 Signature-Only Confirmation

1. Method: Sign directly on the PDF without storing signatures in the object.
2. Placement: Designate signature locations in the report content.

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Example:
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3.2 Input-Based Confirmation

1. Method: Collect additional inputs (e.g., service ratings or signature fields) from Work Orders.
2. Fields: Select required input fields.

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Example:
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3.3 Confirmation Invitation Methods

• On-Site: Engineers open the report on their Terminal for direct signing.
• Link: Share via URL or QR code.
• WeChat: Push invitations through WeChat Official Accounts (requires account binding).
• SMS: Send SMS invitations.

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4. Service Report Delivery

• Push to Customers: Completed reports can be sent to Terminal users via WeChat or SMS.

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