Introduction to Report Designer

Build your own forms for the phone, and the report each completed form produces.

Last updated 4 Oct 2026

Overview

Report Designer is where you build your company’s own forms - inspections, certificates, checklists, sign-off sheets. Your team fills them in on the phone, and each completed form becomes a finished Word or PDF report laid out the way you designed it.

The Report Designer with a form open: palette on the left, canvas in the middle, settings on the right

What you can do

Build a form from sections and fields - text, numbers, dates, yes/no, choices, signatures, photos and more.
Lay out the report - each section prints as plain text, a question-and-answer table, or a data table with a row per item.
Show questions only when they apply - a child field appears on the phone only when the answer above it calls for it.
Fill in details automatically - the job, customer and site, or the person completing the form.
Preview the form as the phone shows it, and the report exactly as it will print.
Decide where it appears - the phone’s home screen, a job’s tabs, the Sales Lead Portal - and what happens to it once completed: attached to the job, emailed, or both.
Start from a Word document - the Import Document wizard turns a .docx form into a draft.

Who uses it

Admins and office staff build and publish the forms.
Field team members fill them in on the Mobile app.
The office reads completed forms in the Scheduler’s Completed Forms window. See Viewing form responses.

Key ideas

Form - one questionnaire, such as “Electrical Certificate of Compliance”.
Section - a group of fields with its own heading and its own report layout. See Sections.
Field - one question or piece of content. The left-hand panel lists every kind.
Availability - where the form shows up and what happens when it is saved. See Publishing forms.

Where to find it

Open the Scheduler and click the Report Designer button in the toolbar. It opens in its own tab.