Powerful Features for
smarter PDF report automation
Upload the report templates you already use, turn them into reusable digital workflows, and generate polished outputs with AI-assisted setup, mobile capture, dynamic data merge, and secure cloud storage.
Built for the office, the field, and AI-assisted setup
Bring mobile evidence capture and AI template detection into one workflow so your team can move from site visit to finished report with less friction.
Mobile application for field capture
Use the mobile app to record site notes, capture photos, and collect inspection evidence where the work happens. Keep everything connected to the same certification and reporting workflow your office team already uses.
- Capture jobs, notes, and photos in the field
- Reduce retyping between site and office teams
- Keep evidence tied to the right job and report
AI that accelerates template creation
Let AI help detect document structure, identify likely input areas, and speed up setup from static PDFs to reusable workflow templates for certification and reporting.
- AI-assisted blank-field and layout detection
- Faster setup from the PDFs you already use
- Less manual prep and fewer missing fields
AI-Powered Template Setup
Bring your existing PDF reports into AI-Certificates and accelerate setup with AI blank-field detection. The platform identifies likely fillable areas automatically, helping your team convert static documents into smart templates without starting from zero.
- Upload existing PDF certificate and report templates
- AI detects likely blank input areas automatically
- Reduce repetitive setup and manual template preparation
Visual Report Template Builder
Use a visual builder to place fields exactly where they belong. Click to add, drag to draw, then resize and reposition with precision. It gives your team full control over every mapped area, whether AI finds it first or you place it manually.
- Manual field placement for total control
- Resize and reposition fields directly on the PDF
- Fast point-and-click editing with no specialist tools required
Text & Branding Editor
Update customer-facing templates without leaving the platform. White-out and replace logos, headers, footers, and text blocks so every generated report reflects your own branding, formatting, and wording.
- Replace logos, headers, footers, and text directly in the PDF
- White-out unwanted supplier or legacy branding cleanly
- Control typography, placement, and presentation for polished output
Dynamic Auto-Fill Tokens
Insert dynamic {{handlebars}} tokens anywhere you need live data to appear. Merge job, customer, and company details into your reports automatically so every document is accurate, consistent, and ready to send.
- Use dynamic tokens such as {{job.address}} and {{client.name}}
- Auto-fill company details, contact information, and job data
- Generate consistent reports without copy-and-paste errors
ServiceM8 Data Mapping
Connect your report templates to live ServiceM8 information so mapped fields pull through the right job, customer, and company values at generation time. This keeps your workflows aligned with the data your team already relies on operationally.
- Map template fields to ServiceM8 job, customer, and company data
- Keep generated reports aligned with live operational records
- Streamline report production across office and field workflows
Secure Cloud Storage
Store templates, generated reports, and supporting business data securely in the cloud. Your team gets reliable access to the latest files while keeping sensitive customer and compliance information protected.
- Secure cloud storage for templates and generated documents
- Reliable access to files from anywhere your team works
- Built for safe handling of business and customer report data
