Complete a schedule and create a document or PDF

Complete a schedule that uses a supported work form to create a document bringing together customer details, work information, and saved entries. Document tools do not appear for Quick form schedules.

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.

What to check in the preview

• Confirm the customer name and contact details, work date, and address.
• Make sure checklist and custom-field entries appear as expected.
• For a document that shows amounts, check the subtotal, total, and whether VAT is applied.
• Attached photos need to finish uploading before they can appear reliably in the document.
• If a customer signature is needed, collect it from the preview and recreate the PDF afterward.

Share the PDF

Choose PDF sharing from the document preview to create a file from the schedule and current settings. In your device's share menu, select the messaging, email, file-storage, or other app you want to use.

If the document is missing or looks wrong

• Confirm that the schedule is completed and uses a work form rather than Quick form.
• After correcting schedule details, reopen the document to see the latest information.
• If a photo is missing, check the internet connection and whether its upload finished.
• If business or payment guidance is wrong, update More > Shareable documents and preview again.