In the Back Office, open Reports and select Service visit reports to see the service visits completed by your team. Each time a technician finishes a service round, a report is created automatically.

The list gives you an overview without needing to open each report. You can see when the visit took place, which Service Site and Service it related to, who completed it, how many Displays were included, and how much time was spent. Use the filters at the top of the page to narrow the list and find a particular visit.

The Notes, Issues, Assignments, and Replacements columns use icons to summarize activity recorded during the visit. The number shown with an icon tells you how many items of that type are associated with the service visit. The icon color gives you a quick indication of what happened.

The number next to an icon shows how many items of that type are associated with the service visit. For example, a “1” in the Assignments column means one assignment is associated with that visit. The number is a count, not a status; open the report to see the details.

The Notes column uses a blue icon to show how many Display notes were submitted during the visit. These notes can capture observations or information the office team and next technician may need, such as customer requests, access details, or Display-specific comments.

For Issues, Assignments, and Replacements, the icon color indicates the type of change recorded during the visit:

These colors help you quickly spot newly created items and completed work in the report list. To understand the specific changes, open the service visit report and review the separate “Change in issues”, “Change in assignments”, and “Change in replacements” blocks. Display notes are shown in their own “Display notes” block, and the Display list lets you see which notes relate to which Displays.
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Open a row in the Service Visits list to view the full report. The report shows the start and finish times, Service, technician, and other visit details. If customer sign-off was required, the signature is shown in the report.

If the report was shared with the customer externally, the report details show when it was emailed. Open the email record to access both the PDF of the compiled service visit report and the cover note that accompanied it, so you can check exactly what the customer received.

The report separates information into sections, including the site visit summary, display notes, changes in issues, assignments, and replacements. This layout makes it easier to scan the visit and identify what needs attention.

At the bottom of the report, the Display list provides a visual summary of the work performed on individual Displays. Icons can indicate actions such as watering, fertilizing, or pest prevention, as well as situations such as no access or a missing Display.

These actions are also saved in the history of the relevant Display. This creates a continuing maintenance record that can be checked by other technicians and supervisors, even if the person servicing the site changes.

Service visit reports connect field activity with office oversight. They help managers and supervisors check what happened, identify new or unresolved items, follow up on customer requests, and understand how time was spent.

They also provide structured documentation of the work your company delivers. When reports are shared with customers, they can make that work more visible and reinforce transparency about how the site is being managed.