Documents and Templates

Documents and Templates

VISOTASK® includes integrated document management with templates, automatic PDF generation, and a digital appointment file.

Create a Document Template

1. Navigate to Documents → Templates
2. Click New Template
3. Select a template type:
   • Report — Service or inspection reports
   • Protocol — Maintenance or acceptance protocols
   • Cover Letter — Customer correspondence
4. Design the template in the editor:
   • Insert placeholders for dynamic data (e.g., {{CustomerName}}, {{Date}})
   • Upload your company logo
   • Define headers and footers
5. Save the template

[Screenshot: Template editor]

Using Placeholders

Placeholders are automatically populated during generation:

Placeholder	Content
{{CustomerName}}	Customer name
{{ServiceAddress}}	Service location address
{{Technician}}	Assigned technician name
{{Date}}	Service date
{{Signature}}	Digital customer signature

[Screenshot: Placeholders in a template]

PDF Generation

1. Open a completed service job
2. Click Generate Document
3. Select the desired template
4. VISOTASK® automatically creates a PDF with all captured data
5. The document can be downloaded or sent directly via email

[Screenshot: Generated PDF document]

Appointment File

The appointment file bundles all documents for a service job:

1. Open a booking or service job
2. Switch to the Appointment File tab
3. Here you will find all associated documents:
   • Completed forms
   • Generated reports
   • Uploaded photos
   • Signatures

Note: The appointment file can be exported as a complete PDF.

[Screenshot: Appointment file for a service job]