Create Report

Create Report

After completing a service job, you generate a report and obtain the customer signature — directly in the mobile app.

Generate a Report

1. Open the completed job in the app
2. Tap Create Report
3. VISOTASK® automatically generates a report based on:
   • Completed forms
   • Completed checklists
   • Captured photos
   • Service times
4. Review the summary in the preview screen

[Screenshot: Report preview in app]

Edit the Report

If needed, you can supplement the report before finalizing:

1. Tap Edit in the preview
2. Add additional notes in the free-text field
3. Attach more photos
4. Correct entries as needed
5. Tap Update Preview

[Screenshot: Edit report]

Obtain Customer Signature

1. Tap Get Signature
2. Hand the device to the customer
3. The customer sees a summary of the service job
4. The customer signs on the display
5. Optionally, the customer enters their name in print
6. Tap Confirm Signature

Note: The signature is stored with a timestamp and location and is legally binding.

[Screenshot: Signature field on display]

Finalize and Send Report

1. After the customer signature, tap Finalize Report
2. The report is generated as a PDF
3. Choose the delivery option:
   • Send to Customer — Email with PDF attachment
   • Save Only — Report is filed in the appointment record
4. The report appears in the admin dashboard

[Screenshot: Send report]

Offline Capability

Reports can be created without an internet connection:

1. Create and sign the report as usual
2. The report is saved locally
3. When connectivity is restored, the report is automatically synchronized

[Screenshot: Offline mode indicator]