Generate a report
Updated June 10, 2026
Reports pull together everything captured on a job into a clean document you can send to a client.
Generate a report
- Open the project or work order you want to report on.
- Select Generate report.
- Pick a template and the sections to include.
- Review the preview and export to PDF.
Exported reports are saved to the project so you can find and re-share them later.
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