PDF & Document Creator
Reports, summaries, handovers and customer documents should look consistent and professional. The PDF Document Creator merges your approved customer and job information into branded templates and exports a clean PDF.
No more copying details into old Word files, fixing fonts and hoping nothing from the last customer was left behind. Every document is ready for review before it is sent.
Every document uses your logo, colours and layout.
Customer and job information is merged in, not retyped.
Clean PDFs exported for review and delivery.
The real problem
Many businesses create reports and documents by editing the last one. It is quick until a previous customer's name, price or address slips through.
Formatting takes longer than the content, and documents end up looking different depending on who made them.
The PDF Document Creator makes every document consistent, accurate and on-brand.
What it handles
Set up your templates once and reuse them for every customer and job.
Templates using your logo, colours, fonts and standard wording.
Customer, job and pricing details filled in from approved sources.
Job reports, inspection summaries, handover notes and similar documents.
Clean, print-ready PDFs that look the same on every device.
Documents are checked by a person before they are sent.
Keep a consistent record of what was created and sent.
How it works
Templates do the formatting. Your team checks the content.
We build templates for the documents you create most.
Approved customer and job details fill the template.
Your team checks and edits before finalising.
The finished PDF is saved and ready to send.
Where it helps
Any document you create repeatedly with different details.
Consistent reports with photos and findings.
AI Workers for waterproofing businesses →Completion documents, warranties and care instructions.
AI Workers for builders and carpenters →Session, service or progress summaries for clients.
AI Workers for dental and allied health →You stay in control
The agent fills documents. Your team decides what is sent.
It uses only approved information and templates. Missing details are flagged in the draft instead of being filled with guesses.
Works well together
Pair document creation with workers that write proposals, record jobs and handle invoices.
PDF & Document Creator FAQ
Still unsure whether it suits your business? Ask us and we will give you a straight answer.
It is an AI Worker that creates consistent, branded PDF documents by merging approved customer and job information into your templates.
Reports, summaries, handover documents, checklists and similar business documents. Quotes and invoices are best handled by the Invoices, Proposals and Estimates tool.
Yes. We can recreate your existing documents as templates or design cleaner versions.
Yes, approved job photos can be added to reports where the template allows.
Not by default. Your team reviews each document before it is sent.
The PDF & Document Creator is $19 a month after a 7-day free trial, and we set it up for you.
Get started
Try the PDF Document Creator free for 7 days with the document you create most often.