Jobs and service reports
Who this is for: customer portal users.
What you will learn: how to track jobs and download the service report.
Find a job
- Select Jobs.
- The list is ordered by scheduled date, newest first.
- Each row shows the job title, site, status and date.
- Select a job to see the detail.
What the status means
| Status | Meaning |
|---|---|
| Pending | Scheduled but not started |
| In Progress | A worker is on site or has started |
| On Hold | Waiting for parts, access or approval |
| Complete | Work finished and signed off |
| Cancelled | Work no longer required |
Download the service report
When a job is complete, your provider may publish a service report.
- Open the job.
- Select Service report or Download PDF.
- Save or print the PDF.
The report includes the work carried out, the site, the date and the sign-off. It does not include internal costs.
If a job is missing
The portal only shows jobs linked to your customer account. If a visit happened but does not appear:
- the job may not be closed yet
- the job may be recorded under a different site
- your account may not be linked to that branch
Contact your provider with the date and site.
If the date or time is wrong
Call your provider. The portal shows the scheduled window, but only the office can reschedule the work. Do not rely on the portal as a live arrival tracker unless your provider has sent you a tracking link.
Tips
- Tip: Download the service report as soon as it is available; it is easier than searching later.
- Tip: Use the job title and date when you contact your provider.
- Warning: Do not allow unauthorised staff to use your portal login to view other sites.
Check your understanding
- Which status means the work is finished?
- What does the service report contain?
- What should you do if a visit is missing?
Related: Quotes and approvals · Invoices and payments
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