video1.0<iframe src="https://www.loom.com/embed/9a576c1af90040e0be38019b51f939fc" frameborder="0" width="1912" height="1434" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14341912Loomhttps://www.loom.com14341912https://cdn.loom.com/sessions/thumbnails/9a576c1af90040e0be38019b51f939fc-88422817b7af8ad1.gif304.053This Loom explains how to send a service report in Aliquot using the customer contact feature. It walks through navigating to Customers and then Customer Contact, filtering by location to select the client, choosing a customer, and creating a new contact by entering name, last name, and email address. After creating the contact, it shows how to generate a service report by selecting the report location hierarchy, report type, and service report template, then saving as a draft and previewing the PDF. Finally, it covers emailing the report by selecting the customer contact, adding a subject and message, using CC or BCC fields as needed, and clicking Send.