Create a commercial proof-of-service report
A proof-of-service report is a customer-shareable record derived from a completed commercial visit and its available approved evidence.
By TidyOps
Document completed commercial service
Proof-of-service reports use the completed commercial visit’s service date, scope context, times, assigned team, notes, exceptions, completion evidence, and applicable inspection information.
- 1Open Commercial and choose Proof of Service.
- 2Select the site and completed visit you want to document.
- 3Confirm the visit-derived service date and review the available scope and evidence.
- 4Generate the on-screen report and use the supported download, email, or portal action.
- 5Share the report only with the commercial contacts authorized for that account and site.
Which date belongs on a single-visit report?
Use the completed visit’s service date, not the date you download or email the report.
For example, a report generated later for a completed visit should still show when the cleaning occurred. Review the site, scope, available evidence, and exceptions before selecting a permitted delivery action.
What are the limits of this workflow?
A report does not justify inventing missing evidence or changing historical dates. Share it only with contacts authorized for the relevant account and site.