📖 How-To Guide

Pro Reports & PDFs
Step-by-Step Guide

Generate professional reports across your entire equipment portfolio — exported as polished PDFs with your company logo.

📊 Pro Reports & PDFs (Pro Feature)

📱 Mobile App Guide

  1. Navigate to Reports: Tap the "Generate Reports" card on the main dashboard to open the wizard. Scroll through the list of 12 available report types, select a specific template and tap "CONTINUE".
  2. Configure Report Filters: Select the target buildings/properties to include in the report. Choose date ranges, filter by status, toggle photo inclusions, and tap "GENERATE REPORT".
  3. Export and Share PDF: Review the rendering preview page showing all units, checklists, and aggregated portfolio details. Use the export buttons to copy the markdown report to clipboard, generate a PDF, or download a ZIP of all service photos.
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