Customizable Service Report – Configuration Guide

The Customizable Service Report in FieldAx allows administrators to fully control how service details, photos, parts, checklists, and signatures appear in the final PDF report. All settings are managed at the Job Type level and can be updated at any time.

 

Accessing Job Type Configuration #

 

Before configuring the Service Report settings, follow these steps to open the Job Type:

Step 1 — Log in to Salesforce
Sign in to your Salesforce account with valid credentials.

Step 2 — Open the FieldAx App
Navigate to the App Launcher (grid icon) and click FieldAx.

Step 3 — Search for Job Type
In the App Launcher search bar, type “Job Type”.

Step 4 — Open a Job Type Record
Select any Job Type from the list to begin configuration.

Step 5 —Configure Job Type Settings

Each Job Type determines how the Service Report behaves. You can configure the following sections:

 

1. Details

• • Manage the foundational elements of the service report:
    • Job Type Name
    • Section labels (e.g., Certificate Header Color, System Section Label, Parts Section Label, Checklist Section Label, Photos Section Label, Details Section Label, Summary Label, Job Description Label)

2. Core Report Configuration

• • Define the core structure and default behaviors of the generated report. This section controls the essential structure and printable format of the report.

 

• • • You can customize:
      • Report Title:
        Example: “Installation Service Report”, “RO Maintenance Report”
      • Report Subject Field:
        Adjust the subject displayed in the report header and email.
      • Footer Text:
        Add support contacts, disclaimers, or company guidelines.

 

• • Report Sections (JSON): Enable or disable sections such as Systems, Parts, Checklists, Photos, Signatures, Feedback, etc.

🆕 New: Control Section Order with sectionOrder #

By default, your Service Report sections appear in a fixed order. With the new Sort Order feature, you can now control the sequence in which sections appear on the report — simply by listing them in the order you want inside the Report Sections (JSON) field.

A few things to know first:

• Header, Subject, and Footer are fixed — these always appear in their default position and cannot be reordered.
• Everything else on the report can be reordered using this feature.

 

How to enable it

Add a sectionOrder array to your existing Report Sections (JSON) configuration, listing the sections in the order you want them to appear:

How it behaves

• ✅ List all 10 sections. If you want to control the order, you need to include all 10 section keys — don’t skip any.
• ⚠️ Skipped sections fall back to default position. If you leave out one or more sections, those sections will automatically appear in their normal default order, slotted in around the sections you did list.
• 🔄 Want to go back to the default order? Just remove the sectionOrder array entirely from the JSON — the report will revert to the standard default section order.
• 🧩 Using custom additional sections? If you’ve created two or more custom sections under Additional Section Fields, you can reference them by name instead of the generic additionalSections entry:
  • Replace "additionalSections" with your actual custom section name (e.g., "Additional Section 1").
  • If you do this, make sure to remove the generic "additionalSections" entry — don’t include both.

 

Each field entry includes:

• Field — the underlying field being pulled in
• Label — the text shown to the customer on the report
• Field Type — how it’s displayed (text, picklist, date/time, number, etc.)

 

To customize a section:

1. Open the Job Type record
2. Find the configuration area for the section you want to change
3. Decide which column or section each field should belong to — left, right, additional section, or table column
4. Add, remove, or reorder the fields within that placement
5. Save your changes
6. Generate a test report to confirm it looks the way you expect

 

3. Layout Configuration (JSON)

• •  Set how fields, tables, and labels appear inside the report. Labels and order can be changed anytime—API names remain fixed. Use JSON configuration to control field visibility, order, and column layout. Updates appear instantly in the generated PDF.

 

• • • Configurable areas include:
      • Left Panel Fields
        • Common examples:
          • Customer
          • Primary System
          • Priority
      • Right Panel Fields
        • Common examples:
          • Job Number
          • Service Type
          • Completion Date
          • Status
      • Job System Columns
        • Examples:
          • System Name
          • Quantity
          • Status
          • Maintenance Performed
      • Parts Consumed Columns
        • Examples:
          • Part Number
          • Description
          • Quantity Used
      • Checklist Columns
        • Define how checklist responses appear in the PDF.

 

4. Email Settings
   • Configure:
     • Email templates
     • CC recipients
5. Signature & Feedback Requirements
   • You can configure whether the engineer signature, customer signature, and customer feedback are mandatory.Additionally, you can define and manage the Terms & Conditions displayed during the job completion process.

 

Final Report Includes #

Based on your configuration, the generated PDF may include:

• Job Details
• Systems & Equipment
• Checklist Responses
• Parts Consumed
• Return Order Details
• Product Requests
• Photos (Before/After/Equipment)
• Engineer & Customer Signatures
• Customer Feedback
• Summary Notes

 

All content depends on the Job Type configuration and JSON layout settings.