Service Report Templates – Quick FAQs
Can I customize what shows on a service report?
Yes. Service report templates control what fields technicians fill out and what customers see on the final report.
Do templates affect pricing or inventory totals?
No. Templates only control visibility and data entry. Pricing and inventory are handled separately through inventory and billing.
Should I use custom fields or inventory for chemicals and parts?
Use inventory for anything you bill or track quantities for. Custom fields are best for notes or information that isn’t tied to cost.
Can I change chemical targets or measurements in the template?
Chemical values are guided by the system’s algorithm. Changing them impacts calculations based on what you set.
What’s the difference between technician notes and customer notes?
Technician notes are internal. Customer notes appear on emailed service reports. Use a long text field if technicians need more space.
Can I remove or rename fields later?
Yes. Templates can be edited anytime. Changes only affect future reports.
Yes. Service report templates control what fields technicians fill out and what customers see on the final report.
Do templates affect pricing or inventory totals?
No. Templates only control visibility and data entry. Pricing and inventory are handled separately through inventory and billing.
Should I use custom fields or inventory for chemicals and parts?
Use inventory for anything you bill or track quantities for. Custom fields are best for notes or information that isn’t tied to cost.
Can I change chemical targets or measurements in the template?
Chemical values are guided by the system’s algorithm. Changing them impacts calculations based on what you set.
What’s the difference between technician notes and customer notes?
Technician notes are internal. Customer notes appear on emailed service reports. Use a long text field if technicians need more space.
Can I remove or rename fields later?
Yes. Templates can be edited anytime. Changes only affect future reports.