The service-wide PDF settings let you define the title and logo for browser exports of tasks and service requests, as well as the language, logo, header and footer texts, and styling for contract invoice PDFs. These settings apply across the service, so they also affect corresponding exports generated by other users.

Opening the settings and required permissions

You need local administrator permissions to change these settings. In the browser, open Settings and then PDF settings. Select Tasks, Service requests or Contract invoices, depending on which export's appearance you want to change. Each has its own settings.

Title and logo for tasks and service requests

Enter the shared title text for the export in the Title field. If you wish, add your company's logo under Add PDF report logo and select Save. The logo can be a JPG or JPEG image smaller than 25 MB.

The title and logo appear in the header of the browser PDF export for that function. The logo is placed on the left, before the title text. Task settings do not carry over to service request exports, and service request settings do not carry over to task exports. You can use just a title, just a logo, or both.

The shared settings do not determine the content of the export. When exporting the details of an individual task or service request, select the sections to print in the export window and start the export with Print PDF. You must select at least one section. The Display header option for each export determines whether the shared title and logo appear in the file. If the logo is missing, check this option; the browser remembers export selections for the next time you use the function.

To replace the logo, upload a new image and save. The trash icon next to the saved logo removes it immediately from the service-wide settings, even if you later close the window with Cancel. To remove the title, clear the field and save. These changes apply to subsequent exports; PDF files already downloaded remain unchanged.

How this differs from a task report specific to a task form

The browser export of task details and the task report generated from a task form are separate PDF functions. The shared task title and logo defined here do not change the appearance of the task report specific to a task form. That report uses the task form's own PDF settings. This also applies to the task report function used on Android and iOS.

See configuring the appearance of a task form's PDF report and reviewing a task and opening its task report.

Shared PDF settings for contract invoices

The Contract invoices settings affect the PDF generated from a contract invoice. To use invoices, the contracts feature must be enabled and the user must have permission to read contracts.

  • Language determines the language of the PDF's standard texts. Selecting System default uses the default language in effect when the file is generated. Header and footer texts you enter yourself are not translated.
  • Report logo adds an image to the top left of the invoice. You can upload a new logo to replace the previous one. Allowed image formats are PNG, JPG/JPEG, BMP and GIF; the file must be smaller than 25 MB.
  • Header text center and Header text right add text to the invoice header. Footer text left, Footer text center and Footer text right add text to the bottom. Each text field can contain up to three lines and a total of 255 characters.
  • Styling options changes the font, font size and font color. Enable your custom styling settings by selecting In use. Headers and footers applies to the header and footer texts, Info pane to the invoice's basic details, and Sections to the text in the invoice line and VAT tables. If In use is not selected, the PDF uses the standard styling.

Save the settings and generate a new PDF from the invoice details with Print PDF. The settings are read when the file is generated, so the new appearance can also be applied to a new PDF export of an invoice created earlier. A file already downloaded will not be updated. Saving PDF settings or generating a PDF does not change the invoice's billing lines, amounts or processing status.

Handling invoice details and statuses is described in checking contract invoices. Maintenance routes and offers shown in PDF settings have their own separate settings; offer PDFs are covered in offer PDFs and contract terms.