Besides the default PDFs, you can create and customize your own reports for interventions, estimates, invoices, contracts, and intervention groups.
You can select the elements you want to display and arrange them as you wish.
How to activate it?
Go to Settings ⚙️
Select General settings
Select Yes to the following option and Save.
Once this option is activated, you will find Custom PDF reports in the navigation menu.
How it works?
In the main Settings menu, click Custom PDF reports.
Click Add a custom report.
Select type of report you want to create.
Start by adding a title to your report
Then select items you want to display on the PDF report.
💡 Useful tips: You can use the following order in which the main elements of an intervention report are displayed:
Header (logo + name of the report)
Customer information
Intervention information
Planned intervention
Intervention performed
All custom fields
Image gallery
Signature
Specify the content of the elements by selecting the information you want to appear or not.
You can also hold and drag the elements to arrange them in the order you want.
There are also other elements such as "Custom text", "Image", "Page break", "Empty space"
⚡ Note: You can find other advanced settings in the "Settings" tab
Save the settings/ modifications.
At any time you can view the template by clicking Preview in the upper left corner.
How to download a PDF report?
To download an intervention report:
In the main menu, click Interventions > Dashboard
Go to the intervention record.
Click Report
In the Download section, click Custom report.
