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
âĄď¸ Click your Profile icon > Settings > Jobs > 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 allows you to select details related to the job and its associated appointment to include in the report.
Job date: Shows or hides the date of the diary event on the report. Select 'Yes' to display it, or 'No' to hide it.
The date comes from the appointment, not from the job. If the job was completed in Commusoft with no diary event against it, there is no date to show and none appears, whichever option is selected.
Job notes: Notes specifically added to the job record.
These notes are separate from appointment notes or engineer feedback.
Job assets: Customer-owned equipment or appliances at the property that the work was carried out on (e.g., HVAC unit, boiler, or other key installations).
This option has three choices. Select Show as table to list the assets in a table, Show as cards to give each asset its own card, or No to leave assets off the report entirely.
Only the asset fields set to show in the job report appear. That is controlled field by field in your asset settings, not on this screen.
Job completed date: The date the job was marked as completed.
For jobs that require multiple appointments or span several days, this date reflects the final date on which all work was finished and the overall job was closed out, not the completion date of any single visit.
How the job has been closed: The specific status the job was closed with (e.g., Aborted, Final Invoiced, or Free of Charge).
SLA information
This category allows you to configure whether Service Level Agreement (SLA) details appear:
Whether the SLA has been met
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, including who was present, signatures collected, and engineer feedback.
Refining events and status times
These options allow you to choose which chronological status updates and events are included on the report.
Which events do you want to display:
Select the specific appointment statuses whose events (e.g., when the engineer marked the job as Accept, Abort, or Leave) you want to be displayed on the report.
Which engineer status time do you want to display:
Select the time/date entries for specific engineer status changes (e.g., Reject, Travel, or Cancel) that you want included on the report.
If 'Leave' is not displayed in the event types, no appointment data, including signatures and engineer feedback, will be displayed on the report, even if other corresponding 'Yes/No' options are enabled.
Feedback and signatures
These options control the on-site record that appears on the report.
Display the engineer's feedback: The summary the technician recorded on site, covering the work carried out, findings and any recommendations.
Leave signature message statement: The disclaimer, terms or agreement text the customer accepted when they signed.
Engineer name: The name of the technician who carried out the work.
Engineer signature: The technician's sign-off confirming the work was completed.
Customer name: The name of the person on site who authorised the work or signed it off.
Customer signature: The customer's signed confirmation of the completed work.
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?
You cannot customise the layout for different job types. Commusoft currently allows for one global job report PDF layout.
Can I change the job report PDF design?
You cannot change the job report PDF design. The design is system specific and cannot be altered.
Why are some of my asset fields missing from the report?
Asset fields are missing from the report when they are not set to show there. Each asset field carries its own setting controlling whether its data appears in the job report, so check that field in your asset settings.