PDF reports
Reports sent from your phone
Site visit reports, project reports and statements, made in a tap with your studio's name on them.
What you can send
Every PDF a studio sends
Site visit report
One visit: its date, notes, photos and whether it was verified.
Project report
Recent visits, what is waiting, drawings, snags and queries.
Fee statement and receipts
Every fee stage, every payment and the balance.
Drawing register
Every drawing, its revision and who it was issued to.
Extra work note
The change, its cost or saving, and its days.
Contractor sheet
Only the finishes your client approved.
How it works
Tap, then share
Open what you need
A visit, the project, the Fees tab or the register.
Tap the PDF button
The PDF is made from what is already there.
Send it your way
On a phone, your share sheet opens. On a computer, it downloads.
FAQ
PDF report questions
Does the project report show things I kept from my client?
No. It shows only what your client's link shows. Drawings you have not shown, and visits or snags set to Only your studio, are left out.
Can I send a PDF on WhatsApp?
Yes. On a phone, each PDF opens your share sheet, so you can send it on WhatsApp or by email, or save it. On a computer, it downloads.
Where are the fee statement and receipts?
In the project's Fees tab, which only the studio owner sees. Each payment has its own receipt, and Fee statement puts every stage and payment in one PDF.
Send your first site report
Made in a tap from what you logged on site.
More about PDF reports
A site visit report in one tap
Clients, contractors and consultants still like a document they can keep. Every site visit in the Diary has a PDF button. It makes a site visit report with the project, the visit date, your notes and photos, and whether the visit was verified on site. On a phone it opens the share sheet, so the report can go on WhatsApp or email straight from site.
The project report
Project report, at the top of every project, puts the recent life of a job on paper: how often someone was on site and what they saw, what is waiting on the client and what is waiting on the studio, where each drawing stands, which snags were fixed, with before and after photos, and what is still open, including site queries and their needed-by dates.
With a stage plan, it adds the plan: where it stands, plan against real, every stage with its dates and the client's sign-off, and what the current stage still needs from the client. It shows only what the client link shows, so a visit you kept to your studio never slips into a report.
Statements, registers and notes
- Fee statement: every fee stage, every payment and the balance in one PDF, with a receipt for each payment. Both are in the Fees tab, which only the studio owner sees.
- Drawing register: every drawing, its current revision and who it was issued to, from Share PDF in the Register tab.
- Extra work note: the change, its cost or saving, the days it adds and its status.
- Contractor sheet: a print or PDF of only the finishes your client approved, from the Specs tab.
Better than a report typed up at night
Writing a site report in a word processor after the visit takes an evening, and it is out of date by the next one. Here the PDF is made from what is already in the project, with your studio's name on it and in your studio's language. Nothing is retyped, and the numbers in the report match what you see in the app.
On Studio and up you can also get a site report written for you from your photos and voice notes, as a draft you read before saving. See the site diary.