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, dynamic data merge, and secure cloud storage.
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
