Using Document Themes for Tradify Job Service Reports

Learn more about using Document Themes for Job Service Reports in Tradify

Document Theme settings are made up of five tabs (Document Theme, Invoices, Quotes, Purchase Orders & Job Service Reports). For the purpose of this guide, we're going to focus on the Job Service Reports tab. If you would like to view our guides on the other sections, simply use the corresponding links below.

Document Theme – This article covers the Theme Name, Contact details and Company Logo. Invoices – This article covers the Invoices tab configuration.
Quotes – This article covers the Quotes tab configuration.
Purchase Orders - This article covers the Purchase Orders tab configuration.

 

Understanding how you can customise Job Service Reports 

The Job Service Reports tab of the Document Theme allows you to configure the Title, Terms and default field display options for the PDF print-out.

To add new content or make changes to this section, click on the Job Service Reports tab within your theme.

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Use the corresponding fields to configure your Job Service Report  (JSR) display settings.

Note: Below this screenshot is a list detailing the purpose of each field & option. You can preview changes made to your JSR display by clicking Preview PDF.

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Job Service Report Title – Customer facing title at the top of the PDF print-out.

Note: By default, this is set to 'Job Service Report'.

Terms – Use this field to enter your terms of trade, job-related operations or any text that you want to appear at the bottom of your Job Service Report.

Note: These are the default terms that display at the bottom of each JSR you create. They cannot be edited on an individual basis, and what you enter here will need to be suitable for each JSR from this Document Theme.

Details & Content Display Options - Select which field displays you wish to default to 'ON' when you create a JSR.

Important Note: These will simply set the default ON/OFF position shown below, and these can be changed when you create the JSR.

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The Details Display Options are:

  • Show job number - displays the Job Number field on printed JSR headers.
  • Show site - displays the customer's Site name field on printed JSR headers.
  • Show job address - displays the Job Address on printed JSR headers.
  • Show reference - displays the Reference field on printed JSR headers.
  • Show description - displays the Job Description field on a printed JSR.

The Content Display Options are:

  • Show tasks completed
    • Show name
    • Show description
    • Show staff member
  • Show timesheets
    • Show staff member
    • Show note
  • Show costs
    • Show description
    • Show quantity
  • Show job notes
    • Show text notes
    • Show photos
Note: For each of the above points, the toggle sets the default position to ON or OFF when you create a new JSR. You can still change the setting on the JSR if you choose to.

Our articles covering the other 4 tabs can be found by clicking the respective links below.

Document Theme – This article covers the Theme Name, Contact details and Company Logo. Invoices – This article covers the Invoices tab configuration.
Quotes – This article covers the Quotes tab configuration.
Purchase Orders - This article covers the Purchase Orders tab configuration.

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