1. Click on Job Report- Report Lines
First Report
Setting the Job Report screen up
Click on Job Report- Report Lines
This screen will appear

2. Select the technician that visited
Use the drop down boxes to select the claim type, room count, job success
Select the technician that visited
Room count to reflect
the rooms affected
Job Success to
reflect the overall
job outcome
Item Group, choose what type of item this is
Replacement cost, add the item details and rep cost
Dimensions, add the size of the room-
4x3 (height 2.5)
If it is a contents item, add the size of it- 2 seater sofa, or dining table 3ft x 6ft
Penalty fee awarded for-
Replacement cost not being filled in
Dimensions sizes missing (incorrect)
Incorrect room count

3. It should look similar to the below box when completed
Ticking yes/no for replacement required will open the field adjacent for appointing the replacement company
Type in what the item is Carpet/ bed/ table etc.
Choose the room from the drop down box
Drop down box for Repair location, this will open the two boxes below for the date taken and returned if off site
The Dimensions box is to contain the size of the room-
Length x width (height)
If the item group is for an item of contents then the box is to contain the room size OR the item size-
2 seater sofa OR table 3ft x 6ft
It should look similar to the below box when completed

4. Once item one has been added, click on Add New Item to add another item
Each room should be an item with the replacement cost and dimensions filled in
Contents items can be added as separate items with the replacement costs and dimensions filled in. Dimensions for contents can be the room size or the item size ie- 2 seater sofa

5. Entering the report lines
Click on Enter Initial Observations
Enter the initial
observations of
the room
Add a sentence to advise what the photo shows
Add a photo by browsing the files on your computer

6. Once you have submitted the Initial Observation the line for initial observation will change to Enter New Report Details
Enter as many report lines and photos as needed.
These should flow in the order of the works done
You can add dates to show when the works took place

7. The report is to be itemised, each room should show what has happened in it and whether the works were successful or not
Do this for each item