19 STEPS
1. Welcome to the tutorial on how to send the service report from the nextservice mobile app
2. In the mobile app, the Tech would complete the job as usual.
When ready, Click Contacts
3. This will bring up a subtab. Click Service Report Recipient
4. Click the Contact dropdown. This will show all contacts, select one.
5. Click Save (green tick) to add them as a service report recipient.
6. This will take you back to the recipient summary screen.
To add more recipients, Click Add (plus icon).
7. You can manually add (or override) details, by typing the Name and Email
8. Click Save (green tick).
9. This will take you back to the summary screen, where all Recipients will be listed.
Continue to add recipients as needed
10. Navigate back to the menu items
11. To send the service report, navigate to the last tab, Send Service Report.
You can see on the screen that the tab is greyed out, so unavailable. This tab will only be available when the task is completed.
12. Click Complete
13. Click Send Service Report, as it is now available
14. Click Click here to send
15. The text will update to let you know its Sending the service report
16. Once completed, the text will update to Service Report Sent
17. Click back to complete other tasks. That's it.
18. Back in NetSuite, you can verify the email has sent.
To do this, navigate to the Case record.
Under Communication > Messages, you can see the email sent to both recipients.
19. That's it! You're done.
