To open the Service report tab: From the [Listings/Closings] menu, click Current [listings/closings]. Select the listing/closing to view and click View or edit [listing/closing]. Click the Service report tab.
The steps below describe how to add listing or closing activities that you wish to display in the marketing or closing service report.
To add activities to a service report
On the Service report tab, click the Add activity action menu item.
Enter the following activity details:
In the Description field, type the activity’s description or click the list icon to select a preset item.
In the Date field, type the activity’s date or click the calendar icon.
In the Time field, enter the time of the activity by typing or by using the spin buttons.
In the Cost field, enter the total cost it took to perform the activity.
In the Details section, enter any details for the activity by typing or clicking the Details link to select a preset item.
Click OK or Enter next to add another activity to the service report.