Match the report to the service. Include date, site, approved scope, completion status, photos or readings if needed, and next actions. Avoid adding sensitive customer data that is not relevant.
Include customer and job reference, date, agreed scope, work completed, materials, tests or checks actually performed, unresolved items, and next steps. Write in language the customer can understand and distinguish observation from diagnosis. Avoid including unrelated personal information. Ask the customer to acknowledge receipt, retain a copy securely, and correct the report if a factual error is identified.
Use the report to distinguish work completed from recommendations that need a separate quote.
Send the report through an agreed channel and check that the recipient can open the file securely.
Use a repeatable report template but customise findings to the actual job. Mark recommendations as optional or required only when professional evidence supports that distinction. Have a qualified person review any technical conclusion before issuing it, and retain the final report with the approved work record.
Send a copy to the customer and retain one securely. Show your process on a KobStore business page; create one.
