This article guides you through customising the job report PDF layout to ensure it highlights the most relevant information for your business and customers, making reports concise and clear.
Plan availability: All plans
🔍 How to access the job report PDF layout setting
➡️ Go to your Profile icon → Choose Settings → Locate Jobs in the Categories menu → Click View next to Job report PDF layout
Customising job report sections
This section outlines the various categories of information you can choose to show or hide on the job report PDF. For most options within these categories, you will select 'Yes' to show the information or 'No' to hide it.
Job information
This category covers details related to the job itself:
Job date: The date the job was created.
Job notes
Job assets
Job completed date
How the job has been closed: The job has closed as Aborted, Final invoiced or Free of charged.
SLA information
This category allows you to configure whether Service Level Agreement (SLA) details appear:
Whether the SLA has been breached
The details of the SLA
Diary and appointment information
This category covers details related to the diary and appointments:
Engineer name
Engineer signature
Customer name
Customer signature
Engineer feedback
Signature message
Additionally, within this section, you can refine what specific events and engineer status times appear on the PDF using dropdown menus:
Which events to display: Select the specific appointment statuses to show like Accept, Abort, or Leave.
Which engineer status time to display: Select the statuses to display the time/date, such as Reject, Travel, or Cancel.
These fields can be left blank to hide all information and disable these options.
Other
This category allows you to include additional general information:
Attached files (images)
Installed parts
Ensure all selections across all sections are made before saving your changes.
💡Once you've customised your job report PDF layout, you'll want to set up how it's delivered. Learn how to set up your job report email template.
Common questions
💭 Can I customise the layout for different job types?
No, Commusoft currently allows for one global job report PDF layout.
💭 Can I change the job report PDF design?
No, the design of the job report PDF is system specific and cannot be changed.