This guide covers how to review completed Preventative Maintenance (PM) and Inspection tickets as office staff, including generating client reports, reviewing pricing, creating invoices, and marking tickets as paid.

Video Tutorial — How to Review a PM Ticket and Generate an Invoice / Job Costing: Watch this short video

Video Tutorial — How to Create a PDF Preventative Maintenance Report: Watch this short video

Step 1: In the Tickets tab under the Service module, select "Under Review" to locate the ticket that's ready for your final review.

Step 2: After reviewing the details inputted by your field team, click Report Builder. Review the Maintenance Template, add Recommendations, and select Save.

Step 3: Click "Download PDF" to generate a report to share with the customer.

Step 4: Review Pricing by clicking the card and adjust any Labor, Materials, or Price to Customer.

Step 5: Select Create Invoice for Total to generate the invoice.

Step 6: Review invoice details, adjust as necessary and click Save.

Step 7: Download the Invoice PDF to send to the customer.

Step 8: Mark the invoice as Paid once payment is received to close the ticket.

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