The report
The report is the customer’s record of the visit and the basis for the certificate, the quote and your company’s purchase order. It’s filled in on site, on the phone, and sent as you go — there’s no paperwork afterwards.
What’s in it
Section titled “What’s in it”Photos. The boiler or appliance, the data plate, the fault, and the fix. Take them as you go; the app uploads in the background. Photos of the sticker go on the certificate.
The questions. A short set for the category — did you check this, what was the reading, is it safe. Yes / No / Visual where it’s an inspection. They’re the same questions every time so you’ll know them by the third job.
Notes. What you found and what you did, in plain words. The customer reads this.
Times. Arrival is taken when you pressed Arrived. Departure is when you submit.
The outcome
Section titled “The outcome”Pick one. It decides what happens next:
| Outcome | Pick it when | What happens |
|---|---|---|
| Fixed | The issue is resolved. | Job complete. Certificate if it’s that kind of job. |
| No issue found | Attended, nothing wrong. | Job complete. |
| Revisit required | Parts needed, you must come back. | Your manager builds a quote; the customer decides. |
| AR / ID | Additional repair or investigation needed. | As above — a quote. |
| No access | Nobody home. | Use the No access path instead. |
Finish later
Section titled “Finish later”You can leave a report half done and come back to it — press Finish later. It’s saved on the phone. But submit the same day: the customer, the certificate and your company’s PO all wait on it.
Submitting
Section titled “Submitting”Submit report. It goes to PlusHeat, to your manager’s Books, and to the customer. Done.