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Generate Service Document PDFs on the Desktop Site
With Document Builder, you can generate PDFs from the desktop site and mobile app. This topic walks you through the process for the desktop site.
Required Editions
| Available in: Lightning Experience. |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To generate service document PDFs: | Document Builder |
Before generating PDFs from the desktop site, add the Create Service Document button to Work Order, Work Order Line Item, and Service Appointment page layouts.
You must grant all users who generate PDFs access to the ServiceReportLanguage field on the Work Order object. You can grant access to this field by enabling Field Level Security settings. See Field Permissions.
- Go to a work order, work order line item, or service appointment. To demonstrate, we’re using a work order.
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Click Create Service Document.
If you’ve entered a value in the service document’s template field, you land on the corresponding template. Otherwise, if you set a default, but no Service Document Template ID for the record or for the associated Work Type, the default template loads.
- Collect the required customer signature by having them type and sign their name.
- If you can’t collect the signature, click Can’t Collect Signature and provide a reason. For example, you can record that the representative wasn’t present.
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Click Create PDF. You get a popup message signaling that
your request is queued.
When your PDF is ready, you get a notification under the Global Notifications bell.
- To access the PDFs you create, including an archive of your PDFs, navigate to the work order and click the Related tab. Then scroll down to Service Reports.
- To view your PDF, click a service report name in the list view.
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