Our Site Summary Reports provide a summary of all jobs completed in a configurable date range for a site,  Assets Inspected during the period, and any open quotes for that site.


This allows users to quickly provide a summary to a customer, in a single report.

1. To View Site Summary Reports, click on the tree view/structure icon on the upper right side of your Fieldmagic screen as below: 

2. Use the filters to select the customer's site and the duration that you'd like to generate Site Summary Reports for:


3. Tick the box on the results then click Generate Summary Report: 

4. On the Site Summary Report, you can view:

  • Jobs Completed
  • Assets Inspected
  • Outstanding Quotes

Then you can either download the report or send it to your client directly from your Fieldmagic system via email or chat.