By dragging blocks
Paper size, header, line table, totals, signatures and footer: you build the template by dragging. Changing the logo or a column does not depend on anyone.
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Print designer
You build templates by dragging blocks: logo, header, line table, totals, signatures and footer. Each document type prints with its own, and the preview is already the PDF.
Documents and signature
Paper size, header, line table, totals, signatures and footer: you build the template by dragging. Changing the logo or a column does not depend on anyone.
Quotes, orders, delivery notes, service reports, ticket reports, asset records and project reports. You set the default template for each type, and change it whenever you like.
Templates support multiple pages, QR codes and barcodes. An asset record prints with its QR code and its history. And label printing is customized the same way: format, fields and code.
Each document type chooses its output, classic or enhanced, and the template supports optional blocks. A delivery note without amounts and a full quote do not print the same way.
All of a customer’s service reports for the month come out in one PDF, in one go. And so do the QR labels for their equipment, filtered by folder or field, without repeating the ones already printed.
The service report PDF is identical whether it is closed on mobile or desktop, with the signatures and your branding. It is generated instantly and reaches the customer on closing.
How it works
Business documents, assets, tickets or projects: each template reads its own data.
By dragging blocks, with your logo, your tables and your signatures, and a PDF preview.
As the default template for each document type.
One document, or a customer’s whole month in a single PDF.
Where it is used
Industry solutions
Honesty
The designer is a desktop screen. On mobile the PDF is generated and sent, but the template is built at the office.
It does not come with official certificate formats ready-made. The service report and the checklist come out signed with your design, and the certificate format is configurable.
Works with
Quotes, orders and delivery notes in sequence; invoices in your ERP
See Business documentsChecklist · Safety inspection
Inspections with photo, signature and location, closed on site
See attendo ChecklistReport an issue
Send Ticket TK-2490 createdEach asset with its own record, QR code, history and readings
See Assets and inventoryYour quote · Office maintenance
Quotes with options that the customer opens, picks and accepts
See Web quotesGlossary
Field work
Job sheet · field service report
A service report is the document that records what the technician did on a job: tasks, time, materials, notes and evidence.
Maintenance
An asset is any piece of equipment, machine or installation whose maintenance you keep track of: its record, its location, its history and its costs.
Frequently asked questions
Yes. You build it by dragging blocks and see the result as a PDF before saving it.
Yes. Each type has its own default: a delivery note without amounts, a quote with its details or an asset record with its QR code.
Yes, in a single PDF. Also the QR labels for their equipment, without repeating the ones you already printed.
Yes. Label printing is customizable, like the rest of the templates: you choose the format, the fields and the QR code or barcode.
Request a demo
We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.
Would you rather talk first?