Custom PDF Reports in Client Portal and JobLink: Share the Right Report with Customers

Introduction

You've always been able to create custom PDF reports. Now you can control exactly which one your customers see.

If you've built custom reports, chances are they've evolved over time — updated layouts, revised content, or different versions for different job types. The last thing you want is for a customer to open their portal and land on an outdated version.

With custom PDF reports in Client Portal and JobLink, you can now choose exactly which report your customers see when they open a completed form. No more wondering if they're looking at the right one — just the most current, relevant version, every time.

For businesses sharing inspection reports, service summaries, or compliance docs, it means your customers always have the right information in front of them. Less back and forth, fewer follow-up calls, and a more consistent experience across the board.

Small update. Big peace of mind.

 

What’s New: Custom PDF Reports in Client Portal and JobLink

You can now choose which PDF report appears when customers access a form through the Client Portal or a JobLink.

This means you can:

• Display a custom report instead of the default minimal PDF

• Control which report is shown using form template settings or form actions

• Share client-friendly versions of reports directly through the portal

• Provide customers with easy access to the correct report

• Ensure reports match the format used for your business

This update makes it easier to present the right information to customers without needing additional manual steps.

 

How This Solves a Common Problem

Many businesses rely on custom reports to present job outcomes, inspections, or compliance documentation.

Previously, even if a custom report existed, customers accessing a form through the Client Portal or JobLink would see the standard minimal report instead.

This created several challenges:

• The only the standard version of the report was visible to customers

• Teams needed to manually send the correct PDF

• Customers sometimes received documents through multiple channels

• The reporting experience felt inconsistent

By allowing a custom PDF report in Client Portal and JobLink, businesses can now control which document customers see automatically. This removes unnecessary manual work and ensures customers always access the intended report.

 

How Customers Use This in Practice

This feature supports a range of real-world workflows across different industries.

For example:

Inspection Businesses

Inspection teams often create detailed, branded reports. Now those reports can appear directly in the Client Portal, giving customers immediate access to the final inspection document.

Compliance and Certification Work

Companies providing safety checks or compliance documentation can ensure customers always see the official report format, improving professionalism and clarity.

Businesses Using Automated Workflows

Teams can automatically generate and display the correct report based on form actions or job outcomes, reducing manual follow-up tasks.

 

Why This Matters for Growing Teams

As businesses scale, consistency in reporting becomes more important.

When teams generate many reports each day, even small inefficiencies can add up. Having the wrong report appear in the portal can lead to extra emails, manual file sharing, and confusion for customers.

Displaying a custom PDF report in Client Portal and JobLink helps growing teams:

• Maintain consistent report presentation

• Reduce manual document sending

• Ensure customers always access the correct report

• Improve the overall customer experience

It also helps standardise reporting across teams that rely on tools such as Form Builder and Creating Digital Forms to collect and present job data.

 

Frequently Asked Questions

What is a custom PDF report in Client Portal and JobLink?

It allows businesses to have multiple PDF designs or varying content on PDF reports for customers to see when accessing forms through the Client Portal or a JobLink, rather than showing the default report.

Why would I want to display a custom report?

Many businesses create reports designed specifically for customers, such as branded inspection reports or simplified service summaries. This feature ensures those reports appear where customers expect to find them.

Does this replace the default report format?

No. The default report still exists, but you now have the option to display a different report when sharing forms with customers.

Can I control this through form settings?

Yes. The report that appears can be configured through form template settings or automated through form actions depending on how your workflow is structured.

Will this change how customers access the portal?

No. Customers will still access forms through the Client Portal or JobLink as usual. The only change is which report appears when they view the document.

 

Who benefits most from this feature?

This feature is particularly useful for:

• Inspection and compliance businesses

• Field service companies

• Teams using digital forms to generate reports

• Businesses sharing documents through customer portals

 

Conclusion

Displaying the right report to customers shouldn’t require extra steps.

With custom PDF reports in Client Portal and JobLink, businesses can control exactly which document customers see when accessing completed forms. This removes manual work, improves reporting consistency, and ensures customers always receive the correct information.

For teams that rely on digital reporting, it’s a simple improvement that makes sharing reports clearer, faster, and more reliable.