Enter the job details once with Site Info

Site Info holds the job details that appear on both documents. Enter them once and the diagnosis report and the invoice both print from them.

Open and edit Site Info

Open the diagnosis and select Job Documents.
Tap the site info row near the top of the hub, or the pencil on it.
Select Edit, fill in the fields, and save.

The Site Info screen listing location, model number, serial number, customer, and report language, with an Edit button. — Site Info — used for both the report and the invoice.

What each field is for

Field	Where it shows up
Location	The service address line on the report and the invoice PDF. Required.
Model number	The equipment block on both documents.
Serial number	The equipment block on both documents.
Customer	The bill-to line on the invoice PDF.
Report language	The language both PDFs are printed in.

If you try to save without a location, the app asks you for one — the PDFs need a service address.

Choose the report language

The report language is separate from the language the app itself is set to. Set it to the language your customer reads, and both the report PDF and the invoice PDF print in it.

Available report languages: English, Simplified Chinese, Spanish, French, Portuguese, Russian, and Vietnamese.

[!IMPORTANT] Pick the language before you generate the report. To change it afterwards, set the new language in Site Info and regenerate the report.

When you regenerate, the app reuses the language you picked last time, so you do not have to set it again on every visit.

Changing the details later

You can edit Site Info at any time. The invoice PDF and the report PDF pick up the new values the next time you export them — you do not need to regenerate the report just to correct an address or a serial number.