Verification Reports & Checklists
Prove the work. Stop the callbacks. Verification reports are photo-stamped checklists that protect you, your customer, and your insurance.
Why They Matter
When something goes wrong on a job two weeks later, your verification report is your evidence. "Yes, I checked the breaker. Here's the photo, time-stamped." Insurance loves them. Customers trust them. Disputes end fast.
Where to Find It
Open any job → Verification Report section.
Templates Per Trade
Verification Reports come prefilled with checklists tailored to your trade — HVAC, plumbing, electrical, handyman, and so on. You don't build the checklist from scratch. You walk through the prefilled items, mark each one as you complete the work, and the report comes together as you go.
You can set your default checklist template in Settings, or toggle to a different template per job if a particular job calls for a different scope.
Photo-Stamping Lives in Its Own Section
Photo capture is its own section on the job card, separate from the Verification Report. See Photo Documentation for how Photo and Batch capture work. When you generate a Verification Report, you can choose to attach photos from the job — but it's optional, not required.
Generating the Report
Once all the items you want are checked, tap Generate Report. The report PDF includes:
- Job details and customer
- Every checklist item and status
- Any photos you choose to attach (with timestamps and lat/long if location services are granted)
The Verification Report is intentionally a clean, no-frills document focused on the checklist content. It does not include your business branding inside the report — that lives on your invoices.
Sending the Report
Send to the customer via email or SMS — same as invoices. Or attach the report to the invoice when you send it.
Location Permission
If you choose to attach photos to a Verification Report, the first time you do so on a device, your phone shows the standard system permission prompt for location. If you allow it, attached photos include latitude and longitude coordinates. If you decline, the photos and report still work — they just won't include location data. You can change this anytime in your device's system settings.
Tips
- If your work spans multiple trades, set the closest-fit template as default in Settings, then toggle per-job when you need a different one
- Always capture before-and-after photos in the Photo section of the job card — pre-existing damage is the most common dispute trigger, and those photos can be attached to the report when you generate it