Automatic job reports update

Kafui Mortty

We always like to keep you updated with what's going on here at Commusoft. We've recently made a change to our job reports that we'd like to share with you.

How job reports work

Job reports are a useful way to send your customers a summary of any works that may have been completed on their property. You can customise these through Commusoft to include specific pieces of information relevant to the jobs themselves. Things like images taken on site, customer or engineer signatures and engineer feedback can all be included.

There are a couple of ways to send these out to your customers, it can be done manually through your desktop or you can set them up to be automatically sent out upon completion of a job. The latter option is triggered by the engineers themselves when they mark that they have completed a job and left the property. 

What we've changed

Previously in Commusoft when you set up a a job report to be sent to your customers, it would send them the email immediately. As the job report is comprised of several pieces of information, there was a possibility that the system had not yet received all this data when an engineer hits 'Leave'. This left the possibility that some information may have gotten left off the job report. 

To prevent this happening, we've added a 30 minute delay between the engineer hitting 'Leave' and the report being sent out the the customer. Whilst this means the reports will no longer be sent instantly, it ensures that your customers will receive all the necessary data with the report. If the report hasn't managed to retrieve all the data within the initial 30 minute window, it will wait another 30 minutes to do so. After 8 hours if for some reason the information still has not been received, you will get a notification informing you of the issue.

Not using job reports?

If you're not currently using job reports, these can be a great way to keep your customers up to date with accurate, concise information they can refer back to. 

If you want to set up automatic job reports, you can easily adjust this within your system settings. Under 'Jobs', you'll have the options for both job report customisation (where you can decide which information you want to include) and your job report email message, this enables you to customise the body of the email as well as giving you a check box that allows you to enable job reports to send automatically.


Looking to automate more than just job reports?

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