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 allows you to select details related to the job and its associated appointment to include in the report.
Job date: This option controls how the job report will display the appointment date and time on the report.
Select 'Yes' to display only the appointment date (hiding the time).
Select 'No' to display the appointment day, date and time.
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)
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 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, appointment data, including signatures and engineer feedback, will not be displayed on the report, even if other corresponding 'Yes/No' options are enabled.
Engineer name: Displays the name of the engineer assigned to the appointment.
Engineer signature: Displays the signature captured from the engineer.
Customer name: Displays the customer's name.
Customer signature: Displays the signature captured from the customer.
Engineer feedback: Displays the notes feedback entered by the engineer regarding the appointment.
Signature message: Displays the statutory or informational message accompanying the captured signatures.
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.