Generating Service Reports

Complete the following procedure to generate a service report for an activity.

To generate a service report for an activity

1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

   For more information about the home page, see Using the Home Page for Siebel Field Service.

2. Tap Finish in the side pane.

   The Invoices view appears in the main pane.

3. Tap Report in the main pane to generate a service report for the activity.

   The service report appears in the main pane. The service report summarizes all the task information, readings, part tracker, time tracker, and expense tracker information for the activity.

   The field service representative shows the service report to the customer.

4. When the customer has reviewed the service report, tap OK to return to the Invoices view.