The completion report
When a job is finished, RadiusOS puts together a report of what you actually did: the before and after photos, what you found, the work you carried out, and when you were on site. It is the thing customers forward to their neighbours.
Why it is worth sending
Think about what a customer is holding at the end of a four thousand dollar roof. An invoice. The work itself happened somewhere they cannot see, by people they met once. The report is the only thing that shows them what they bought.
It is also the cheapest marketing you will ever do. A report with before and after photos gets forwarded. An invoice does not.
How to get one
Finish the job
Mark it Complete. The Completion report button appears on the job as soon as you do, and stays there once the job moves on to Invoiced or Paid.
Open the report
It is built from what is already on the job, so there is nothing to fill in. Photos and notes come from any Walk and Talk you recorded against this job, the work list comes from the quote the customer approved, and the dates come from the visits you checked in and out of.
Send it, or save it
Tap Send to customer and you get a link you can text or paste into an email. Or tap Save as PDF, which is your phone or computer's own print dialog, so you can save it, AirDrop it, or attach it to an email.
Sending the link
Send to customer makes a web page the customer can open on their phone without signing in to anything. It shows exactly what you see on the report, and they can save their own PDF of it from the same page.
The link works for 90 days. That is long on purpose: a homeowner digs this out when they sell the house or argue with an insurer, and a link that has already died by then only ever served the send.
Tap Send to customer
The button is at the top of the report, next to Save as PDF.
Copy the link
Tap Copy, then paste it into a text or an email. See what they'll see opens the same page in a new tab so you can check it first.
Turn it off whenever you like
Open the same panel and tap Turn the link off. It stops working straight away, including for anyone it was forwarded to.
Anyone holding the link can open the report, the same way anyone holding a forwarded email can read it. There is no password. That is the point, and it is also the reason the report never carries prices or your own notes.
On the free plan the customer's page carries a small "Powered by RadiusOS" line at the bottom. On paid plans it does not, and your business name and logo are the only branding on it.
What it deliberately leaves out
The report is written to be handed to a customer, so several things never appear on it no matter what is on the job:
- Anything about money you make. No costs, no expenses, no margin. The report says what was done; the invoice says what it cost.
- Cancelled visits, and visits nobody turned up to. Listing a day when nothing happened invites a question with an awkward answer.
- Quotes the customer did not accept. Only work from an approved quote is listed, because printing a draft tells somebody they bought something they did not.
- Walk and Talks you have not approved yet. Those are raw AI notes nobody has read. Approving one is how you say it is fit to show.
If a Walk and Talk has a customer-facing summary, the report uses that instead of the internal one. That is the version written for the homeowner rather than for you.
If the report looks thin
You will see a note saying there is not much to show. That happens when the job has no photos and no approved Walk and Talk, which usually means the work was recorded somewhere other than the job itself.
Two things fix it: record a Walk and Talk from the job rather than from the customer, and pair up a before and an after photo on it. A single pair is enough to make the report worth sending.
The quickest way to get photos onto the right job is to record from the visit. Open Today's Work, check in, and tap Record. The recording is filed against that visit, so it shows up on that job and nowhere else.
Walk and Talks recorded before jobs existed sit on the customer, not on a job, so they do not appear here. There is no honest way for us to guess which job an old recording was about, and guessing wrong would put one job's photos on another.