The report is the receipt for a visit: who was there, how long it took, what got done, and who signed off. WashUp writes it the moment the visit is completed, so nobody has to type it up afterward.
What you'll need
- A completed visit.
- On the customer's side, an Admin or Super Admin account. Team Members can't open the Service Partner page.
Open a report
To open a report from your workspace:
- Select Visits in the sidebar and open the location.
- Select Visit History.
- Select the visit.
Visits are listed newest first, each with its work order number, date, crew, times, and how many items were completed or skipped.
Customers open the same report from Service Partner in their side menu, under Visit History.
What's in it
| Part | What it shows |
|---|
| Header | Location, company, address, and the report and work order numbers |
| Visit details | Date, start and finish times, time on site, technicians, and items completed |
| Technician summary | The completion notes |
| Customer signature | Who signed, their role, and when |
| Work | Job duties and work requests, then the standard visit procedures |
| Skipped this visit | Anything skipped, with the reason given |
Names in the report link to the attention item, service, or inspection in the customer's account. From your workspace, selecting one logs you in as the customer first.
Print or save it
Select Print Report or Download Report. Both open your browser's print window. To keep a file, choose Save as PDF as the printer. The menus and buttons drop out, so only the report prints.
Good to know- A report can't be edited. It's built from the visit when it's completed.
- The work order number belongs to the visit. The report number, starting with v-, is added when the visit is completed.
- Audit findings are always shown in full. Other duties show a summary, with their items folded under Show.
Common questions
Can the customer see the same report?
Yes. It's the same report, with the same print and download buttons, on their Service Partner page.
Why is there no signature?
The signature section only appears when the site contact signed. A signature is required only when Customer Walkthrough & Sign-off is on the visit.
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