Reports, in detail
A site diary, a snagging list, a RAMS or a handover checklist, started from a template and filled in on site with the photos from the walk. It's signed on screen, kept on the project, and goes out as a PDF with your logo on it, the same day, instead of being written up that evening from memory.
Every firm has a form it fills in the same way every time. Build it once: sections, then fields from eleven block types (text, numbers, dates, choices, checklists, ratings, progress, tables, photo galleries, signatures and locations), mark the ones that must be answered, and let a section show, hide or become required depending on the answers. Publish it and it's on every phone in the workspace.
33 ready-made site, safety and handover records: site diary, snagging list, handover checklist, RAMS, toolbox talk and the rest. Start a report from one, or copy it into your workspace and change it; your edits never touch the original.
The particulars, the progress figure, what moved, the checks agreed on site, and the photos from the walk straight into the gallery block. Save as you go; it stays a draft until you complete it.
Sign it on screen and complete it. Export the PDF with your logo on it for the people who want a document, or give the report itself to anyone on the project and they read it in the app, photos and all. The full edit history stays on a completed report, and the report stays on the project beside the drawings and the sign-offs it relates to.
A PDF that looks like it came from your office, not from a form builder: your logo at the top, the photos at print size with their captions, the checks ticked, the signature at the foot. Share it by link with the client, or by email on Professional and Business, and it stays on the project where the next person will look for it.
See which plans export a PDF →Describe the report you need, a snagging list for a hotel refurbishment with a photo per defect and the client's signature when the room is done, and the AI drafts the template: sections, the right block types, the fields that must be answered. You check it in the builder and keep what's right. Describe what should change in a template you already have, and it edits that instead.
On Professional and Business. A credit a draft, from the monthly bundle.
Reports and the template library are on every plan. Exporting a PDF and sharing a report by email are on Professional and Business.
Set up in minutes and send a drawing for sign-off before lunch. Free for 14 days, no card, cancel any time.
