PDF Reports
When a job is finished, itsTrack automatically generates a PDF report — a professional document with everything that happened on site.
What is in a PDF report?
A completed job PDF typically includes:
- Job details — title, description, client, location, date
- Worker name and work duration
- Linked machine(s) — name and serial number
- Photos attached during the job
- Notes written by the worker
- Completed protocol/form — all filled fields
- Client signature — if collected on site or via Magic Link
- Company branding — your logo and footer from the protocol template
When PDFs are generated
PDFs create automatically when:
- A worker marks the job as Done
- All required flow stages are completed
- Required protocol fields are filled
Managers can also generate a PDF manually at any time from the job record.
Using PDF reports
| Use case | How |
|---|---|
| Client proof of service | Send PDF by email or Magic Link |
| Internal records | Store in your document management system |
| Warranty claims | Attach to manufacturer warranty requests |
| Billing support | Include with invoice as proof of work done |
| Audits | Show complete service history with signatures |
Customizing PDF layout
PDF appearance comes from your protocol template settings:
- Company logo in the header
- Footer with company name, address, and contact
- Field layout and section order
- Photo size and placement
→ See Protocols and Forms to customize templates.
PDF vs. drill-down export
| PDF Reports | Drill-down export |
|---|---|
| One job — full documentation | Many records — filtered list |
| Auto-generated on completion | Manual export from analytics |
| Includes photos and signatures | Usually table data (CSV/PDF list) |
| For clients and compliance | For internal analysis |
Sending PDFs to clients
You can:
- Download and email manually
- Send via Magic Link — client opens and views without login
- Attach to an invoice in your accounting system
info
Keep PDF reports enabled for all job types. They are your best proof of work and protect your company in disputes.
Related:
- Field Work — where photos and signatures come from
- Protocols and Forms — control PDF layout
- Magic Links — send reports to clients