Create and export a diagnosis report

Generate a report, review the findings, and share a PDF from Job Documents.

Create the report from Job Documents in the diagnosis. Review it against the work you performed before sharing it.

  1. Open the diagnosis and select Job Documents → Generate Report.
  2. Enter the location and available equipment and customer details.
  3. Choose the report language and generate the report while connected.
  4. Review each section. Use Edit to correct anything that does not match your findings, then save.
  5. Tap the share icon in the header to email, message, or save the PDF.

The report screen fills in when generation finishes. Wait for it to finish before exporting. The PDF uses the report language you chose, rather than the app language.

Site Info supplies the details for both the report and invoice. To rewrite a section or record completed repairs, see Edit a report.

If sharing is unavailable

Wait for generation or another export to finish, then reopen the report. If it says Out of date, check what changed before sharing.

An existing report stored on this device can be edited and exported without internet.