Report PDF feature

Turn field evidence into a branded hood cleaning report PDF.

Replace the stitched photo email and recycled document with one consistent customer record. Each report keeps the contractor identity, job facts, scope, exceptions, evidence, and signoff together.

Create my first report Review a sample PDF

Direct answer

Which workflow fits?

The PDF builder is for contractors who already have the job evidence but need a repeatable way to review, brand, publish, and deliver it. It produces a service record; it does not certify the work or guarantee acceptance by an AHJ.

01

What belongs in the PDF

A useful report answers what happened without making the recipient reconstruct the job from captions and attachments.

  • Contractor, customer, location, service date, and technician
  • System scope by hood, plenum, duct access, fan, and rooftop area
  • Labeled before-and-after photos with factual captions
  • Inaccessible areas, deficiencies, recommended action, and next service date

02

Where human review stays essential

Automation organizes the record, but the contractor remains responsible for accuracy, scope, wording, adopted standards, and local requirements.

  • Confirm every photo belongs to the correct job
  • Separate a completed item from an observed condition
  • Avoid unsupported compliance or certification claims
  • Verify customer, contract, and AHJ submission expectations

Decision

Use the builder when presentation and repeatability are the bottleneck after good field documentation has already been captured.