How to send your Monthly Field Service Report

At the end of the month it is time to send in your Field Service Report to your Overseer.  How do you do this in ServicePlanner?

To send your report for the month, you send it from … that’s right, the Activity screen which shows your months activity.

On this screen there are 2 different locations you can send your report from:

  1. From the action menu “···” on the toolbar (top/right), then choose “Send Report”.
  2. Using the button just above the Hours line in the Report Summary.

Please see the screenshots below:


Tip: In Settings > Reporting, you can define the default contact details for your Overseer, and also the default method you would like to use to send your report.