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Writing a call-out report

Record the fault, the fix, parts used and get the customer to sign on screen.

  1. STEP 01Open Company › Call-outs and tap New call-out (or start one from a job or site fault).
  2. STEP 02Fill in the site, reported fault, work carried out and parts used.
  3. STEP 03Add photos and note if a return visit is needed.
  4. STEP 04Sign, and ask the customer to sign on your screen.
  5. STEP 05Download or email the PDF report.

Plans

Call-out reports are on Small company and Pro.

Related guides

Still stuck? Message us from Company › Support chat in the app, or contact the team.