Create, edit, and export a diagnosis report

Use a diagnosis report to turn your recorded findings into a customer-ready PDF. Review every section against your measurements and notes before sharing it.

Create a report

1. Open the diagnosis and select Job Documents.
2. Choose Generate Report.
3. Enter the job and equipment details — location, model, serial number, and customer.
4. Select the report language.
5. Generate the report.

The report screen opens straight away and fills in when generation finishes, so you do not have to wait on the previous screen. Tapping again while a report is being generated does nothing and is never charged twice.

Generating a new report requires internet access. Once a report exists, you can view it, edit it, and export its PDF without service.

The details you enter here are shared with the invoice — see Enter the job details once with Site Info.

[!IMPORTANT] Check the language before generating. Report PDFs are printed in the report’s language, not the language the app is set to.

Review and edit the report

Open the report and select Edit on any section — Problem Found, What We Checked, Repair Completed, Recommended Repair, or Parts & Materials Needed. Correct anything that does not match the work performed, then save.

You can also describe the change you want in your own words and review a rewrite before saving, or tick off a repair you finished on a later visit. See Edit a report, rewrite it by instruction, and tick off repairs.

If Edit is missing or disabled, close and reopen the report, confirm you are in the account that owns the diagnosis, and check your connection.

If you see an outdated-report warning

The warning means the diagnosis changed after the report was created.

1. Review the changed diagnosis steps and notes.
2. Compare each report section with the latest findings.
3. Update the affected sections, or generate a new report if the diagnosis changed substantially.
4. Export only after the report matches the job.

Export and share a PDF

1. Open the completed report.
2. Tap the share icon in the header.
3. Use your phone’s share options to email, message, save, or upload the PDF to an approved company system.

If sharing is unavailable, wait for report generation or another export to finish, then reopen the report and try again.

For work without service, see View, edit, and export a report without service.