How to generate product installation reporting for JobTrakr Web?
In this article, we will go over how to generate product installation reporting in the project view. This report will show you the report name and break down the different areas such as area / group, product, total quantity, installed, status, start date, due date, assignee, completed percentage, and notes. The report will also include the 2D diagram of the project.
This article applies to JobTrakr Web
Step 1: Click on ‘Reports' button to the left of the screen to open the reports section.
Step 2: Select the reports button at the top right and then select “Product Installation”.
Step 3: In the 'Create Report' pop up window Select the individual task you would like to report or 'Select All' then click on ‘Next’.
The report will automatically be shared with anyone you included in the Project creation. To share, click to open the report you can download or click on the envelope icon to share in an email.
If you would like to create a complete product installation report you can do the following steps:
Step 1: Go through the 'Plan' view
Step 2: Click on the clipboard with the plus icon
Step 3: Choose 'product installation'
We recommend showing the product 'task list' and 'floor plan' for the most details in your report.
Step 4: click 'Save' when you’re done
Related Articles
How to generate product installation reporting for Job Trakr App?
In this tutorial, we will go over how to generate product installation reporting. This article applies to Job Trakr AppTable of Content for JobTrakr
In this article, we will show you the map to the tutorials for the JobTrakr. Download/Login How to Log In to the JobTrakr App? Account Creation / Set Up How to Create and Set Up Users and define their roles for JobTrakr Web? User Management How Do I ...How to create product installation tracking task for a specific room for JobTrakr App?
In this tutorial we will be going over how to use Product Installation Tracking on Job Trakr. This tracking process will allow you to be able to have on the field updates sent back to the office quickly so progress can always be documented. This ...How to generate product installation reporting in the plan view for JobTrakr App?
In this tutorial we will go over how to generate product installation reporting in the Plan View. This report will show you the report name and break down the different areas such as area / group, product, total quantity, installed, status, start ...How to generate product installation reporting in the project view for JobTrakr App?
In this article, we will go over how to generate product installation reporting in the project view. This report will show you the report name and break down the different areas such as area / group, product, total quantity, installed, status, start ...