Support Center

Word2Pdf job report User Guide *new*

Last Updated: Aug 28, 2018 09:53AM CEST
To create your own job report template, you can first download the Example Word file. (see article Job Reports: pdf customization)
You can then use this Template and apply your changes directly onto the file. 
You can decide which data you wish to retrieve in your invoice PF and decide where and how you it to be displayed.
 

Text fields display:

 

1. List of the main fields

 
You may view the following fields in your job report if you insert their tags into the word file:


 
Fields Tags
Customer <@CustomerName@>
Site <@SiteName@>
Job Address <@JobAddress@>
Job Additional Address <@JobAdditionalAddress@>
Customer Address <@CustomerAddress@>
Customer Additional Address <@CustomerAdditionalAddress@>
Site Address <@SiteAddress@>
Site Additional Address <@SiteAdditionalAddress@>
Contact first name <@FirstName@>
Contact last name <@LastName@>
Contact phone <@Phone@>
Contact mobile <@Mobile@>
Your company's invoice address or the job type's adress <@AddrHeader@>
Job number <@JobNumber@>
Technician Name <@TechnicianName@>
Date and Time scheduled (Started) <@SchedStartDate@>
Scheduled duration <@SchedDuration@>
Date and Time carried out (Completed) <@RealEndDate@>
Carried out duration <@RealDuration@>
Job Type <@JobType@>
Job Description <@JobDescription@>
Equipment label <@EquipmentLabel@>
Equipment <@EquipmentName@>
Date scheduled (Started) <@StartedScheduledDate@>
Date carried out (Started) <@StartedRealDate@>
Generation date <@GenerationDate@>
Customer (in signatures section) <@SignCustomerName@>
Signatory’s name (in signatures section) <@SiteNameSign@>
Customer's signature name <@CustomerNameSign@>
Company name (in signatures section) <@CompanyName@>
Technician name (in signatures section) <@TechnicianNameSign@>
User's signature name <@SignTechName@>

Please note that if you wish to display dates or format in a different form than the one you have put in you "Regional Settings" then you can specify the format in the tag.
E.g. 
<@SchedStartDate//dd MM yy hh:mm@> 


2. Custom fields

 
To create custom fields, see
custom fields section.

a. Display of all custom fields:

 
By creating a one-line table you can view all of your custom fields. This line will define the format and the number columns in you would like to display your custom fields.
In order to identify your tables, add to them the bookmark of your choice according to the data you wish to display : "allCustomFieldsTab", "jobCustomFieldsTab", "userCustomFieldsTab", "customerCustomFieldsTab", "siteCustomFieldsTab", or "equipmentCustomFieldsTab".
To learn how to add bookmarks to your document, click
here
 
Fields Tags
<@CustomFields//Name@>                       CustomField name
<@CustomFields//Value@>                       CustomField value

b. Display of one specific custom field:

 
The following tag enables you to only display a specific custom field : <@{Object}//CustomField//{cfName}@>
E.g.
<@User//CustomField//General information:@>
 

Job report

 

1. Display the job report content (categories&Items):

In order to insert your job report in your Pdf, use the three-line table (see table below):
  • The first line is to set the picture size, for the report’s images and signatures but also to set the format of dates and hours; 
  • The second line is for the category’s name;
  • The third line is to show the name, value, comment and item link and set their format, as well as the size of fl_reserve image.
 
In order to identify this table, add to it a « reportJob » bookmark, in the gabaritword.
 
E.g.
 


 
You can find below, the list of all available tags and their description.

 
Tags                                         Description
<@Item​s//PictureSize//{Width*Heig         Specify the size of all pictures in job report section.
ht}@>                                                          (E.g.:
<@Item​s//PictureSize//75*75@>)
<@Item​s///DateFormat//{the date              Specify the date format.
format}@>                                                  (E.g.:
<@Item​s//DateFormat//dd MMMM yyyy@>)
<@Item​s//TimeFormat//{the time              Specify the time format.
format} @>                                                 (E.g.:
<@Item​s//TimeFormat//hh:mm:tt @>
<@Categories//Name@>                           Category name
<@Item​s//Name@>                                    Item name
<@Item​s//LinkValue@>                             Specify item link style (for geolocation information)
<@Item​s//Value@>                                    Item value
 

2. Display categories or shared blocks from the Job Report:
 

You can choose to display a few categories or shared blocks and not the entire job report.
To do so take the same table used to display the whole job report and assign to it the following bookmarks.
  • reportJob_categoryname for a category
  • reportJob_namesharedblock for a shared block
E.g.:
If your category is named « Client Satisfaction » then its bookmark will be: reportJob_ClientSatisfaction
If your shared block is named « Used Material » then its bookmark will be: reportJob_UsedMaterial

Should you wish to simplify the presentation of you job report for instance if you have a repetition of the same shared block then you can also present your shared bloc in the form of a table.
To do so, copy the first line of the table above and assign to it the following boomark: reportJob_namesharedblock_tab


E.g.:
If there is more than one used material then you can use a table in order to put all together « Used Material 1 », « Used Material 2 », « Used Material 3 » you may use the bookmark reportJob_ UsedMaterial_tab

The table will display all the fields you have created in your shared block, even those that are conditional fields and are not filled in in the job report. Those columns will juste appear as empty.
The number of columns is also limited to 63 therefore you can only use a table for a maximum of 63 items in your shared block.



Please note that spaces cannot be put into bookmarks therefore all the words in the name of a shared block or category need to put next to one another.

3. Display of a category’s specific item:

If you wish to show only the value of a certain item of a specific category you can use the following tag: <@Item​{//CategoryName//ItemName}@>
 
E.g. 
<@Item//All details//Product quality@>

If you wish to change the format of an item such as a date please do as follow :

<@Item//categoryname//itemname//DateFormat//dd MMMM yyyy@> for a date, or
<@Item//categoryname//itemname//TimeFormat//hh:mm@> for a time 
E.g. <@Item//Intervention//Start Date//DateFormat//dd MMMM yyyy@>

Should you use a specific tag, please note that you need to write the full tag and not copy-paste text inside it as Word will misinterpret it.
 

4. Signature display:

The tags <@SignPictureCustomer[//Width*Height]@> and  <@SignPictureUser[//Width*Height]@> allow you to display, respectively, the customer's signature and the technician’s signature, and choose their size.
In order to identify this table, slect the table and go to Insrt > Bookmark and add to it a « signaturesTab » bookmark, in the gabaritword.

 

5. Display the images linked to a job report:

 
That’s it To show the job report’s images, create a single-line table in which you can decide how many pictures you would like to put next to one-another.  You can also choose to pick out the size of the pictures and show their comments.
 
Note that: the displayed images are only those which aren’t featured in the job report’s categories. They correspond to the ones that are additionally added.  
 
In order to identify this table, add to it a "picturesTab" bookmark, in the gabaritword.



 
Fields Description
<@Picture//PictureSize[//Width*Hei ght]@>
 
Size of the picture
<@Picture//Comment@>                       Comment about the picture
 

Other:

Logo display:

To add your logo, see the article upload my logo.
To insert your logo into the job report template add the tag
<@Logo[//Width*Height]@> and you can choose its size by replacing "Width * Height".
E.g.
<@Logo//50*50@>



If the resolution doesn’t suit you, you may directly copy your logo into the Word file.
 

Add text:

You can add text just by writing it down in the Word file.
For instance, this can prove itself useful should you wish to add Conditions of Sale at the end of your PDF job reports. You then just have to copy paste the text just underneath the invoicing tables.

 
You can also add a text just in front of one of a field by adding //[text] #%s inside the wanted tag.
For instance, should you wish  to add "Job #" in front of your job number, take the tag <@JobNumber@> and insert your text:
<@JobNumber//Job #%s@>




If you do not find the Word2Pdf feature on the Job report Template page do not hesitate to contact us in order to activate it.
 

Contact Us

support@synchroteam.com
https://cdn.desk.com/
false
synchroteam
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete