Job Documents: the report, the invoice, and your job records

When a diagnosis is finished, everything you hand to the customer lives on one screen. Open the diagnosis and select Job Documents.

What is on the hub

The Job Documents screen showing an Up to date status banner with a Regenerate button, a site info row, a Diagnosis Report card, an Invoice & Estimate card, and Job Notes and Questions asked rows. — The Job Documents hub for a completed diagnosis.

On the hub	What it does
Status banner	Tells you whether the report is up to date, and gives you Regenerate.
Site info row	Location, model, and serial number. Tap the pencil to change them.
Diagnosis Report	The customer-ready summary of the job.
Invoice & Estimate	Your pricing for the job, and the amount if you have entered one.
Job Notes	Every step note and the task note recorded on this job.
Questions asked	The follow-up questions you asked during the diagnosis.

The report and the invoice share one header with tabs, so once you are inside either document you can switch to the other in one tap.

If the job has no documents yet

The Job Documents screen before any report exists, showing a No documents yet message and a Generate Report button, with Job Notes and Questions asked below. — Before the first report is generated.

Select Generate Report, fill in the job details once, and both the report and the invoice are created from them. See Enter the job details once.

Generating a report needs an internet connection. Once a report exists you can read it, edit it, and export its PDF without service.

Up to date — the report matches the diagnosis. Nothing to do.
Out of date — the diagnosis changed after the report was made. Review what changed, then either correct the affected sections or Regenerate.

Tapping Generate or Regenerate opens the report screen straight away and fills it in when generation finishes. You do not have to wait on the hub, and tapping again while a report is being generated does nothing and is never charged twice.

Find a note or a question again

Select Job Notes to see every note recorded on the job, or Questions asked to look back through the follow-up questions from the diagnosis. Tapping a note takes you back to the step it belongs to, so you can check the measurement it came from.