Reports from your phone straight to PDF
Fill in a handover or service report on site, filed when you’re done.
- PhoneForm with photos on site
- n8nfills the PDF template
- Storagefiled under customer and job
- EmailCopy to the customer
The problem
Reports are filled in on paper, retyped in the office and scanned. Photos sit on private phones.
On site, a simple form is filled in on the phone, including photos and signature.
n8n turns it into a PDF in your company layout.
The report is filed with the job.
The customer receives a copy straight away on request.
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.
You might also be interested in
- Schedule
- Sources
- n8n
- AI
Weekly report with AI summary
On Mondays at 7:00, the week’s figures are waiting in your inbox.
- QR code
- n8n
- Spreadsheet
- Report
Analyse QR codes and links with minimal data collection
See which flyer works, without handing data to link services.
- Form
- n8n
- Pipedrive
Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
The time given is a typical guide. What is possible for you, we clarify in the initial call.