For reports that need to be created on a property, rather than a task i.e. Historical, System Condition and other property based reports, follow the instructions below.
Go to the property you would like to create a report for
Go to the Reporting tab
Click Create a report and pick the report you would like to create from the drop-down list.
A preview of the report will be shown - click Update details to add or change information.
Fill out the fields that are relevant to create your report. Some of the fields and checkboxes are outlined below:
Issued | Date your report was sent to your client. Some reports can be backdated (i.e In the case of yearly condition reports, you can change this date so that the report covers the 12 months preceding the date chosen here) |
Inspected | The date the information on this report was inspected by your technicians (only if applicable) |
Type | This is just the report you are going to create (should already be filled out) |
Technician | If you have a primary technician that attended the site for this report. |
Approver | Select a technician that approved the quote if required. |
External Reference* | External reference numbers/codes can be placed in this field if applicable. |
Template Version | This should already be filled out if this report has one, if it isn't filled out then this is fine so it is recommended not to make any changes here if already filled out. |
Compliant | Whether the report is compliant or not. |
Published | Tick this if you want to display this report on this client's customer portal (if they have one). This should be ticked automatically. |
Amendment* | Used for internal reference, tick this if this if this report is being created due to amending another report. |
Notes | This section allows you to type notes in about the report. If you have your template setup, you can have these notes pull onto your report PDF. |
*Click Set legacy fields to make these fields visible
Adding external reports and documents to the report
From the Reporting tab on a property, click on the report where you wish to add additional documentation
The report preview will be displayed - click on View details to go to the details page of the report.
Under the Attachments section at the bottom you can click and drag documentation directly onto this area or click select files to browse and upload You can also organise these attachments into folders which can be created by clicking Add Folder.
Note:
Documents added here WILL NOT send with the report created in Uptick.