Guide
A useful report tells the customer what you found and what you did. It is not a novel, and it is not a fake compliance certificate.
14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.
What you get today
Write the work in plain language. Add the photos from the visit. That is what the customer opens.
Readings belong on an HVAC shop. Turn off lines you do not take. A plumbing shop should not inherit this sheet.
The report stays on the job, next to the invoice. The portal shows the customer both.
Templates live in Settings. Change them once. Do not rebuild the sheet on every call.
No. Checklists stay procedural. The shop writes what it actually did.
On this site
Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.