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Job Reports & PDF Generation - Field Service Documentation

Job reports transform completed work into professional, branded PDF documents that you can share with customers instantly. Every report includes photos, videos, timestamps, and all job details in a polished format.

Why Use Job Reports?

Section titled “Why Use Job Reports?”
  • Professional presentation: Branded PDFs with your logo and colours
  • Visual proof: Photos and videos embedded with timestamps
  • Faster payment: Customers receive clear documentation of work completed
  • Reduced disputes: Timestamped evidence prevents “he said, she said”
  • Audit trail: Complete records of all work performed

Generating a Report

Section titled “Generating a Report”
  1. Open a completed job
  2. Tap “Generate Report”
  3. The system compiles all job data:
    • Job title and description
    • Customer information
    • Completed tasks and checklists
    • Photos and videos with timestamps
    • Start and end times
    • Team member signatures
  4. Review the preview
  5. Tap “Generate PDF”
📸
Report generation screen
Coming soon

Report Contents

Section titled “Report Contents”

Every report includes:

Header Section

Section titled “Header Section”
  • Your company logo and branding
  • Report title and date
  • Customer name and contact details

Job Summary

Section titled “Job Summary”
  • Job description
  • Service address
  • Scheduled date and time
  • Assigned team members

Completed Work

Section titled “Completed Work”
  • All tasks marked complete
  • Checklist items with status
  • Section-by-section breakdown
  • Notes and observations
Section titled “Media Gallery”
  • Photos organised by section or task
  • Video thumbnails with playback links
  • Timestamps for each piece of media
  • Captions and descriptions
Section titled “Footer”
  • Total time on-site
  • Team member signatures
  • Company contact information
  • Page numbering
📸
Sample PDF report
Coming soon

Sharing Reports

Section titled “Sharing Reports”

Once generated, share reports instantly:

Email

Section titled “Email”
  • Send directly from the app
  • PDF attaches automatically
  • Professional email template
  • Customer receives clean, branded document

Share Sheet

Section titled “Share Sheet”
  • Share via any installed app
  • WhatsApp, Messenger, SMS
  • Save to files or cloud storage
  • Print directly

Re-sharing

Section titled “Re-sharing”
  • Access past reports anytime
  • Re-send to customers on request
  • No need to regenerate

Report Customisation

Section titled “Report Customisation”

Reports reflect your brand identity:

  • Logo: Upload your company logo
  • Colours: Set brand colours for headers and accents
  • Layout: Choose what information to include
  • Footer: Add custom text or disclaimers

Managing Reports

Section titled “Managing Reports”
  • Report history: All generated reports are saved and accessible
  • Report list: View by job or customer
  • Re-download: Access past PDFs anytime
  • Delete: Remove outdated or incorrect reports
📸
Report history list
Coming soon

Best Practices

Section titled “Best Practices”
  • Take good photos: Clear, well-lit images make better reports
  • Complete all tasks: Reports are more comprehensive with full task completion
  • Review before sending: Check the preview for accuracy
  • Send promptly: Customers appreciate immediate documentation
  • Use branding: Customised reports look more professional

→ Learn about rich text editing → Explore media capture options