Build the report

The builder is a page stack, top to bottom, in the order the PDF prints. Click a block to edit it in the right panel. It autosaves as you go, so leaving and coming back costs nothing.

The blocks, in order

1. Cover Page. Title, service date and your company. Filled from the project and the workspace; you rarely touch it.
2. Service Summary. Two or three sentences on what was cleaned and what the customer should know. This is the part the GM reads.
3. Before & After. Your photo pairs, side by side. Add a second section for a second hood or the rooftop fan.
4. Compliance Report. Anything you could not fix or reach: a seized fan hinge, a duct run with no access panel. Add the block when you need it and leave it out on a clean job.
5. Recommendations. What to fix before the next visit, and anything the customer should schedule.

In the app Report builder ›any block ›right panel

Good to know

• Save and exit takes you back to the report page with the draft intact. Publish & generate PDF is the one that ends the draft.
• A photo section can print one, two, three or four photos to a row. Fewer per row prints larger.
• Started with the wrong layout? Blocks can be removed and added back. The cover is the one block every report keeps.
• The app's own Compliance Report block is where deficiencies go. It has nothing to do with certifying the kitchen; it lists what you found and what you recommend.