PDF Reports

PDF reports are professional, printable documents that summarise a visit. They're perfect for sending to clients as proof of service.

Generating a PDF Report

1. Open a visit report (from the dashboard, site, or client)
2. Click Download PDF or Generate Report
3. The PDF is generated and downloaded to your device

What's in a PDF Report

A typical PDF report includes:

• Your company name (Professional plan and above: your logo and brand colours)
• Client and site details
• Visit date, time, and duration
• Team member name
• GPS check-in/out verification
• Checklist results with completion status
• Notes added to items
• Photos taken during the visit

Customising PDF Reports

On the Business plan, you can customise how your PDF reports look using Report Templates. See Report Templates for details.

Batch Reports

Need reports for multiple visits?

1. Go to Reports in the sidebar
2. Select the date range and site/client
3. Click Generate Report
4. A combined PDF or a ZIP of individual reports is created

Tips

• PDF reports are great for monthly summaries to send to clients
• On the Business plan, upload your logo in Settings → Branding for professional-looking reports
• Reports can be generated at any time: they pull from the stored visit data