Service reports

A service report freezes a snapshot of the visit (work performed, findings, signatures) so later edits to live records do not rewrite that PDF.

Permissions service_reports.* (generate: service_reports.generate). Portal customers may download when portal is enabled. PDFs need a queue worker.

When it is generated

May auto-generate when the appointment completes (setting). You can also generate from the work-order appointment panel. The snapshot is what the PDF contains. Later work-order edits do not silently mutate an already issued report.

Generating a report is not Closeout, not office Complete, and not consume of visit entitlements. Sending a report is not the same as resolving a finding.

vs other PDFs

Document	What it freezes
Service report	Visit snapshot (forms, findings, signatures, evidence as included)
Invoice / estimate / credit note	Finance snapshot
Report-hub CSV	Not a PDF

If no logo image is available at generate, the PDF may show the company name only. Changing branding later does not rewrite old Generated PDFs.

What-if

If the PDF is missing: worker down — UI can still save. See PDF troubleshooting and Queue.

If you edited the work order after generate: the issued report stays frozen.

If Hindi glyphs look wrong: bundled PDF fonts have a known Hindi limitation. See Localization.

Related: Work orders, Findings, Field execution.