Templates & Communications
Service Report Design
Control how the service reports customers receive look, so every report reinforces your brand and the value delivered.
Where to access
Open Service report design from Templates & Logs.
Related
How it works
- Choose what appears on the customer-facing report.
- Apply branding and layout preferences.
- Configure automatic text delivery: service report link and, separately, overdue balance reminders after a visit.
- Preview how a report will look to a customer.
- Save your design for all future reports.
Tips
- A clear, branded report after every visit is one of the simplest ways to show your value.
- Report link texts and balance reminder texts are independent — you can use email for the report and text for payment reminders, or any combination.