Work records and documents

Complete a schedule and create a document or PDF

Review a completed work record as a document and share it as a PDF.

3 min read

When you complete a schedule that uses a supported work form, you can review its saved record as a document. Quick form schedules do not include document creation.

Complete the job

  1. 01

    Review the work record

    Check that required fields, checklist items, photos, and timer records are filled in as needed.

  2. 02

    Mark the schedule complete

    Tap Complete in the schedule details. Any required empty fields must be filled first.

  3. 03

    Open the document

    Open the document preview from the completed schedule and review its contents.

  4. 04

    Share a PDF

    Add a signature if needed, create the PDF, and share it with your device's share menu.

Choose what the document shows

In Document settings under More, manage the document title, business details, and payment information. Depending on the job, you can review a payment-focused document or a work-report layout.

Related articles

Record checklists and custom fields

Keep job progress and structured details with a work schedule.

Attach before-and-after photos

Capture or choose photos to keep a visual record before and after a job.

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