đź“„ Reports & Documents
Generate, customise and download work order reports, inspection reports, photos and media — including PDF layouts, merge options and emailed reports.
By Vince1 author6 articles
- How to Customise PDF Report Layouts for a TemplateOpen a template's PDF tab to choose which sections appear in the report, add your logo and cover page, set photo size and page size, and save multiple layouts for…
- How to Set the Default Report Layout for a ProjectChoose which PDF layout a project uses by default, how per-work-order settings override it, and what happens when no layout is set.
- How to Download and Merge Inspection Reports from the Inspections ListSelect multiple inspections from the list and download them as one merged PDF or as separate files, with photos and media included.
- How to View an Inspection Report and Switch Its LayoutPreview an inspection report before generating the PDF and use Report layout to switch between the layouts saved on the template.
- Emailed Reports — When colobbo Emails a Download Instead of Sending It to Your BrowserLarge downloads are queued and emailed as a link instead of downloading directly. How to tell which will happen, and where the link arrives.
- How to Download Work Order Reports, Photos and MediaUse the Download menu on any work order to export the checklist report as a PDF, include photos and media, pull in child work orders, and merge everything into a…