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Create service reports

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Field Service technicians can create service reports to summarize the work they performed. These reports can contain details such as tasks completed, and products or parts used during the service. Service reports are often delivered to the customer as a PDF file.

The service report is available in the mobile app and web app. The technician can capture a signature on the report and then save it to the timeline. The technician can use their mobile device to send the report. You can set up automated workflows using Power Automate to manage the distribution of reports after they're generated and saved.

Enable technicians to create service reports

As an admin, use the Power Apps component framework to build a service report for the Field Service mobile application. We provide a sample report and Power Apps component framework control that helps makers design and import reports for their environment. This report is considered a custom control and Microsoft doesn't provide support for it.

For a guided walkthrough, check out the following video.

Import the reporting solution

  1. Download the reporting solution.
  2. Import the reporting solution into your environment. The import installs a reporting form, a command for the command bar, and includes a sample report. We recommend importing the solution as a managed solution.
  3. Find the Field Service Mobile app module in your list of Dynamics 365 apps and select the ellipsis (…) > Open in App Designer.
  4. In the navigation, select the Bookings form.
  5. On the right side pane, select the ellipsis (…) for the Reporting form and select Add.
  6. Select Save & Publish.

Create your custom report

  1. Download the sample reporting Power Apps component framework control (PCF) source code.

  2. Edit the sample reporting Power Apps component framework control. Modify this control to change layout, add branding, updated data, or other updates necessary to meet your reporting requirements.

  3. Rename the report to something descriptive for your organization by updating the report name in ControlManifest and index.ts. For more information, go to the ReadMe.pdf included with the sample source code.

    Note

    The Power Apps Component Framework Report control includes resource files for multiple languages but only declares English (1033). For other languages, update the ControlManifest to declare the desired language for localization.

  4. Import the modified Power Apps component framework control into your environment. For more information, see Steps to import a PCF control.

  5. Update customizations to point to your new Power Apps component framework template. Edit the ReportView form for the Bookable Resource Booking table to enable the report.

Note

The report is available offline provided the data you pull for the report is available to the report in your offline profile. If the report is pulling data from the typical work order, the offline profile is already set up. If you're pulling other entities, make sure that they are included in your offline profile so they can be downloaded to the device and available for the report.

Generate reports in the mobile app

  1. Open a booking in the Field Service mobile app.
  2. Go to More > Report.
  3. Capture a signature if necessary and select Confirm.
  4. To save the report, select More > Save to Timeline.

Screenshot of Field Service mobile app reporting experience.

Generate reports in the web app

Administrators and dispatchers can also generate reports when viewing a booking in the Field Service web application.

  1. Open a booking in the Field Service web app.
  2. In the command bar, select Report.
  3. To save the report, select Save to Timeline in the command bar.