Job Management
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      1. Xcelerate Knowledge Base
      2. The Basics
      3. Job Management

      Creating a Custom Job Report PDF

      Customize a job report to quickly be able to send notes, documents, pictures and more to customers and insurance carriers & adjusters.

      REPORT CREATION

       Once logged into your unique Xcelerate environment click on Files & select the file you would like to create a job report for 

      Within the file click PDF:

      Select desired information to include in the report:

      REPORT COMPONENTS

       

       

      Customer Details:

      Will include all customer information such as name, address insurance information, and contact information

       

       

       

       

       

      Photos:     Options to include all selected photos or to exclude them completely. 3rd party photos can also be included

       

       

       

       

       

       

       

      Milestones: Includes dates the milestones have been completed.

       

       

       

       

       

       

       

       

       

      Notes: Option to include all, select notes as desired or to exclude entirely.

       

       

       

       

       

       

       

       

       

       

       

      Documents: This also allows you to include all, select desired documents or exclude. Documents could include Work Authorizations, customized Xcelerate Forms, estimates, invoices & more!

       

       

       

       DOWNLOADING

      Once a PDF has been generated it can be downloaded directly to your device

       

      It will appear in the document section of the Xcelerate file.

       

       

       EMAILING