Before you start
A job report is made for every visit that's done or marked no access. It shows the address, the date, who cleaned, the service and the before and after photos. Customers also see it in their portal, under Visits.
- On Schedule, open the visit.
- Under Job report, choose View report. Tick Include the price if you want it on the report.
- Choose Print or save as PDF to print it or keep a copy.
Share a link
- In the visit's Job report section, tick Include the price if you want it.
- Choose how long The link lasts: 30 days, 90 days or A year.
- Choose Share a link, then Copy link. Copy it now: it can't be shown again.
What happens next
Anyone with the link can see the report until it ends or you stop it. Under the section, each link shows Working, Expired or Stopped, and how often it was viewed. Choose Stop link to end one early.
If something goes wrong
- “The price is left out because your role can't see money. Ask the owner if the report needs it.”: only people who can see money can include it.
- The person you sent it to sees “This link has expired or was stopped.”: share a new link.
Who can do this
The owner and managers who can plan the schedule.
Still stuck? Send us a message.