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Reports from your phone straight to PDF

Fill in a handover or service report on site, filed when you’re done.

AreaOrganisation
Typical savingapprox. 20 min per report
EffortMedium
Tools
  • n8n
  • Form
  • PDF template
  1. PhoneForm with photos on site
  2. n8nfills the PDF template
  3. Storagefiled under customer and job
  4. EmailCopy to the customer
Starting point

The problem

Reports are filled in on paper, retyped in the office and scanned. Photos sit on private phones.

How it works
  1. On site, a simple form is filled in on the phone, including photos and signature.

  2. n8n turns it into a PDF in your company layout.

  3. The report is filed with the job.

  4. The customer receives a copy straight away on request.

Under the hood

What matters when building it

A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.

  • No signalThe form saves offline and sends as soon as there is reception again.
This workflow for you? Let’s talk.
info@lumen21.de +49 8856 8690552 Initial call: 30 minutes, no obligation
Stefan Fuchs
You speak directly with me.Reply within one working day.
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