Production Job Report Templates

The Production Job Report Template allows users to share a job report with their client. For instructions on sending the report to a client see Enter/Edit a Job.

The Production Job Template report is similar to other templates elsewhere in Naviga Ad.

  1. Click "Create New" on the left hand side

  2. Enter a Title/Name for the report and a description

  3. Choose if you would like a portrait or landscape orientation.

  4. Choose Active if you wish for the user to be able to select to use this report from the Job screen.

The Created on/by and Last Updated On/By will be auto-populated upon save.

Use the View Merge Fields Documentation button to see available merge tags with data you may utilize on your report. Information includes:

  • Notes

  • Invoices

  • Assigned Employees

  • Estimates

  • Transactions

  • UDF's

  • Emailed Estimates

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