Reports are hard to find
Search completed records by customer, site, staff submitter and completion date.
Turn completed work into useful records
Job Reporting Software
ServiceFlow creates a clear path from staff completion to office review and customer sharing. Admins can find reports by customer, site, submitter and completion period while private notes and customer-safe content remain separate.
No card requiredBuilt for UK service businessesMobile-friendly staff workflow
The operational challenge
Where the working day loses its context
Evidence is disconnected
Keep photos, products and structured form answers attached to the report.
Internal information needs protection
Review customer-facing content without exposing private staff or office notes.
The working sequence
A report the office can find and the customer can read.
- 01
Collect the visit evidence
Bring together completed form answers and Before, During and After photos. Record library products and customer-supplied products accurately rather than implying every item came from the business.
- 02
Review the customer-safe version
Find reports by customer, site, submitter or completion date. Check the shared content, including eligible SDS/COSHH and documents, before sending customers to their portal.
- 03
Present the business professionally
Use the uploaded business logo and compact photo grids in PDFs. Order and enable the business's authorised credential logos, with optional reference numbers. Verification links are available in web reports, not promised in the PDF footer.
How ServiceFlow helps
Turn completed work into useful records
Structured completion
Collect required declarations, custom fields, products, photos and signatures.
Admin report search
Filter report history using the actual submitter and report completion timestamp.
Customer-safe PDFs
Generate branded reports with clear photo grids and only information approved for customers. Include relevant shared safety documents and products used, including customer-supplied products where recorded.
Your credentials and accreditations
Upload multiple authorised logos, choose their display order and enable each individually. Logos and optional reference numbers appear on customer-facing reports and PDFs; web reports can also include verification links. ServiceFlow does not supply or imply accreditation.
Controlled sharing
Keep a report internal, approve it manually or use configured automatic sharing.
Business outcomes
What this changes for the team
Reports found quickly
Consistent completion evidence
Professional branded PDFs
Clear separation of internal and customer content
FAQ
Common questions
Can I search reports by the staff member who completed them?
Yes. ServiceFlow uses the recorded report submitter rather than assuming the assigned worker wrote the report.
Do customer reports show attendance duration?
No. Customer-safe report output does not expose internal staff timing information.
Can reports include photos?
Yes. Customer-visible photos can be arranged in compact Before, During and After sections, with two images per row where space allows in PDFs.
Can I add my own accreditation logos?
Yes. Upload logos you are authorised to use, set their order and visibility, and add reference numbers where useful. Web reports can include verification links. ServiceFlow does not grant accreditation.
Related workflows
Explore the connected workflow
See how ServiceFlow fits your working day.
Start with the real booking, staff and reporting workflow. No card is required for the 30-day trial.
Start free trial