video1.0<iframe src="https://www.loom.com/embed/bbd092e25b4445bda674a1189c62a9f3" frameborder="0" width="1904" height="1428" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14281904Loomhttps://www.loom.com14281904https://cdn.loom.com/sessions/thumbnails/bbd092e25b4445bda674a1189c62a9f3-e21029487b223c1f.gif858.97This Loom demonstrates how to create and submit a service report in the system. From the main dashboard, viewers select the Customer, Facility, Building, and System, then choose a report type and the Service Report template, adjust the title, and configure options like drive time, on site time, signatures, and inventory if set up beforehand. Inside the report, they can add opening comments using report phrases, insert tables, and include images or attachments, then complete the test table with color coded ranges and note handling such as record only, placeholders, and offline components. The report can be saved as a draft, reopened from open drafts for the last seven days, and saved as final (with final options including signature capture and emailing customer contacts if configured).