PDF Reports
Generating proof-of-service PDFs
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
- Open a visit record (from the dashboard, site, or client)
- Click Download PDF
- The PDF downloads to your device
Branding by Plan
How the PDF looks depends on your plan:
- Essentials - clean default layout with your organisation name and a "Powered by provvio" footer
- Pro - your logo and brand colours throughout, and you can turn on white-label to remove the Provvio attribution entirely
Set your logo and colours in Settings → Branding. Logos are normalised to a maximum of 200 KB so reports stay fast to render and email-safe.
Customising PDF Reports (Pro)
On Pro you can use Report Templates to control which sections appear, set primary and accent colours, and add header/footer text. See Report Templates.
What's in a PDF Report
- Your branding (Pro) or organisation name (Essentials)
- Client and site details
- Visit date, time, and duration
- Team member name
- GPS check-in/out verification with map (configurable on Pro)
- Checklist results with completion status
- Notes added to items
- Before / during / after photos
- Signature, if captured
Batch Reports
Need PDFs for multiple visits?
- Go to Reports in the sidebar
- Filter by date range, site, client, or team member
- Click Generate Report
- provvio creates a combined PDF or a ZIP of individual reports
Tips
- Upload a high-quality logo (PNG with transparent background works best) for the cleanest look
- PDFs pull from stored visit data, so you can regenerate them at any time
- Combine PDF download with Client Invoicing at month-end to attach proof to your invoices
Still need help? Contact [email protected]