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Custom report of an intervention
Custom report of an intervention

The settings below also applies to invoices and quotes

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

To opt to send a custom report of an intervention:

  • Go to General Settings ⚙️

  • Click Lab

  • In the Interventions modules section > Choose Yes to Link a custom report to an intervention, ticket, quote, or invoice

  • Click Save.

You can also choose to send custom report to customer from the intervention file.

If you have already set a custom report as default, it will be displayed in this field. Otherwise, the default report will be the generic one.

To modify the custom report option in the intervention file:

  • Click Edit 🖊️

  • In the Custom report field, choose the custom report you want for this intervention.

Custom reports can also be selected from the Report tab of an intervention record.

Related article: Send report to a client

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