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FSM | How to Create and Edit Service Report

6 min. readlast update: 03.06.2026

What is a Service Report?

A Service Report is a record used to document the work performed during a service job, including tasks completed and relevant service details. In Caction, it is created and managed as a Digital Form (DF)—the platform’s digital version of structured service documentation.

For information about Digital Form (DF), visit our guide on: What is a Digital Form in Caction?

 

Benefits of Digital Forms (DF)

  • Standardizes data capture with structured fileds such as dropdowns, checkboxes and etc.
  • Reduces errors and inconsistencies for cleaner, more reliable data.
  • Makes information easy to filter, compare and analyze.
  • Enables tracking and trending of data over time.
  • Turns daily operationals records into actionable insights and reports

 

You may click on these links here for quick access for each of the subtopics:

 

How to Create Digital Form (DF)

 

Using Mobile

  1. At the mobile app’s navigation bar, go to Schedule. 
  2. Scroll to the left or right to search for a job using the date. 
  3. Click on the date you want to view. 
  4. Click on the job to open the job details page. 
  5. In the job details page, click on the "+" icon.

    Note: If you can't create the digital form, please request access from your admin.
    You may visit our guide here to allow admin to give you access: https://help.caction.com/user-cant-create-digital-forms-check-these-admin-settings/

     
  6. Click on the "New Form" button to create a new digital.

    Note: If you can't create the digital form, please request access from your admin.
    You may visit our guide here to allow admin to give you access: https://help.caction.com/user-cant-create-digital-forms-check-these-admin-settings/

     
  7. Click on one of the types of digital form from the list of available types as shown below. 
  8. Fill in the form with the required details, then click ‘Save’. 
  9. The digital form has been created. You may choose to open or skip ‘Acknowledge and Feedback’. If you decide to open it later, you can access it via the three-dot icon in the digital form details page.

 

Using Desktop

  1. At the desktop site navigation bar, go to Business Management > Schedule > Job Schedule.
    Open Job Schedule Here: https://system.caction.com/activity/scheduler


  2. On the job schedule page, a calender is displayed along with the scheduled jobs on each date assigned to the technician.

  3. Click on the specific job that you want to create the digital form in the Job Scheduler page. It will open the specific job in the sidebar as shown below.

  4. Click on the "+" icon as shown below to create the digital form.

    Note: If you can't create the digital form, please request access from your admin.
    You may visit our guide here to allow admin to give you access: https://help.caction.com/user-cant-create-digital-forms-check-these-admin-settings/



  5. Click on the type of digital form that you want to create.

  6. Fill in all the required fields and click the "Save" button.

  7. Click the "Save" button to confirm the save change.

  8. Your digital form is saved successfully when the "Successfully Saved" prompt appears.

 

How to Edit Digital Form (DF)

 

Using Mobile

  1. At the mobile app’s navigation bar, go to Home. 
  2. On the Home page, click on one of the available types of digital form as shown below. 
  3. The list of created digital form reports are displayed. Click on a specific digital form that you want to edit. 
  4. Click the three-dots icon in the digital form details page. 
  5. Click "Edit" to edit the digital form. 
  6. Click "Edit" to modify the digital form. 
  7. Modify the details of this digital form and click the "Save" button once done. 
  8. Click "Yes" to confirm save changes. After that, the digital form is saved successfully and you are redirected back to the digital form details page.

    Note: Once the service report has been edited and saved, the existing customer feedback will be removed and the customers are required to sign the Acknowledgement & Feedback section again.

 

Using Desktop

  1. At the desktop site navigation bar, go to Business Reports > Digital Form Report. 
    Open Digital Form Report Here: https://system.caction.com/reports/digitalform

  2. Click on the dropdown list as shown below to change the type of digital forms that you want to view.

  3. Click on one of the type of digital form that you want to view the list of created digital reports.

  4. Once the type of digital form is selected, the list of created digital reports are displayed. You may use the pagination to navigate between pages of results using the first, previous, page number, next, and last buttons.

  5. Click on the open icon to view the digital report details that you would like to edit as shown below.

  6. Click on the three-dot icon as shown below.

  7. Click on "Edit" from the list of available actions.

  8. Click "Yes" to confirm the modication of this form.

  9. Modify the details of this digital form and click the "Save" button once done.

  10. Click the "Save" button to confirm the save change.
    Note: Once the service report has been edited and saved, the existing customer feedback will be removed and the customers are required to sign the Acknowledgement & Feedback section again.


  11. Your updated digital form is saved successfully when the "Successfully Saved" prompt appears.

 

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