How the HelioGrid service report was built

Colours are Brand Kit colours (Primary, Muted text and the Brand Kit’s table style), except the panels and the status banner, which use fixed colours.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• A work order, 00000019 in the sample, with its assets, and photos if you want the Site photos section. The org needs Field Service.

Start from the Branded service report quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Branded service report.

3. Under Brand Kit, choose your approved kit. The sample uses HelioGrid.

4. Choose Use as it is. The template opens in the editor, built on Work Order. The gallery offers it when the org has Field Service.

The blocks on the page

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1. Title and visit facts. The report title with the work order’s facts beside it.
2. Four panels. Site, customer, technician and timing.
3. Service checklist. Four ticks worked out from the work order.
4. Assets inspected. One list of line items, filtered to the assets.

Title and visit facts

Guide: Put Salesforce data in a document.

Part	Setting
Layout	Two columns, widths 50% and 50%
Title	Heading 1 Field Service Report, coloured Primary
Subject	The work order’s subject
Facts (right)	A Field grid with one column: Work order (the number), Visit date, Engineer (the owner’s name), Priority, Status. Borders Lines between rows, Label colour Brand: Primary, Bold labels off. Date format 4 March 2026 on Visit date

Four panels

Three rows of two panels.

Panel	Content
Site details	Heading 2, then the account’s name, the street and the city
Customer contact	Heading 2, then the contact’s name, email and phone
Technician	Heading 2, then the owner’s name and Employer: with the Brand Kit’s trading name
Service timing	Heading 2, then Start: and the start date and time, End: and the end date and time. Date format with the time. Hide the whole line when empty on the end line
Each panel	A Callout box: Border width (pt) 1, Border colour a teal, Fill a pale teal, Padding (pt) 8

Service checklist

Four ticks, each a calculation. Guide: Show a section only when it applies.

Tick	Ticked when
Work completed	The work order’s status is Completed
Follow-up raised	The work order has follow-up work orders: their number > 0
Parts recorded	The parts table has rows
Labour recorded	The labour table has rows

Each tick is an If / otherwise value that gives ☑ or ☐ as text. They sit in one line of text, separated by spaces.

Assets inspected

One list, the work order’s line items, shown three ways: assets, parts and labour. Guide: Show related records in a table.

Part	Setting
List	Inspected assets: the work order’s line items, filtered with Filter, sort and limit… to the rule Line is an asset inspection, where the asset is not blank. Sort by the asset’s name, At most (records) 100
Columns	Asset 30%, Finding 50%, Outcome 20%
Asset	The asset’s name, then its serial number on a second line
Finding	The line’s description
Outcome	The Asset outcome calculation: Pass when the line’s status is Completed, else Follow-up. Add a style rule: Rule 1 Asset line passed, Bold on, green text on a pale green Fill. Rule 2 Asset line needs follow-up, Bold on, dark orange text on a pale orange Fill
No assets	Message No assets were inspected on this visit.
Style	Use Brand Kit defaults
Layout	Keep the whole table on one page

Recommended actions, parts and labour

Table	Setting
Recommended actions	The work order’s child work orders, in a section with Show when Has follow-up actions: their number > 0. Columns Action, Priority, Target date, Details, 25% each. Date format 4 March 2026
Parts used	The same line items, filtered to the rule Line is a part: the quantity is not blank. Columns Qty 15%, Part 45%, Notes 40%. Decimal places 0 on Qty. Message No parts were used on this visit.
Labour	The same line items, filtered to the rule Line is labour: the duration in minutes is not blank. Columns Work carried out 50%, Minutes 50%, with After the value min. Message No labour was recorded on this visit.

Charts

Two charts side by side. Guide: Add a chart.

Part	Setting
Layout	Two columns, widths 50% and 50%, each with a Heading 2: Inspection outcomes, Time on site
Outcomes	Chart type Doughnut, Records Inspected assets, Group by (categories) Status, Value Count of records, Width (pt) 225, Height (pt) 170, Legend Automatic (bottom, as the chart is narrow)
Time on site	Chart type Bar, Records Labour entries, Group by (categories) Description, Value Sum of the duration in minutes, Width (pt) 225, Height (pt) 170
Alternative text	Alternative text Inspection outcomes by status, and Minutes on site by activity

Service summary and status

Part	Setting
Summary	Heading 2 Service summary, then the work order’s description with Hide the whole line when empty
List	A Bulleted list: Assets inspected, Part lines recorded, Time on site (minutes, After the value minutes, hidden when empty), Follow-up actions raised, Next planned visit (the answer, hidden when empty). Each count is a Total on the Logic tab
Status banner	A Callout box: Border width (pt) 1, green Border colour, pale green Fill, Rounded corners (pt) 6. Service status: and the work order’s status

Sign-off and photos

Guides: Add a signature and Add pictures and photos.

Part	Setting
Table	Heading 2 Sign-off, then a Static table: columns Item 20%, Engineer 40%, Customer 40%. Rows Signature (empty), Name (the owner’s name, then empty) and Date (empty). Borders All, Vertical alignment Top
Signature	A Signature block: Salesforce Digital Signature, Signature type Default, label Signed on the device:, If there is no signature Leave it out
Photos section	Show when Site photos attached: Pictures with “site” in the title > 0 and Pictures with “photo” in the title > 0
Gallery	Heading 2 Site photos, then a Photo gallery of the Files whose title contains site photo: Photos across 3, Photo height (pt) 96, At most 6, newest first

Questions asked when generating

One question, added with @ › Values › Ask when generating….

Question	Answer type	What it does
Next visit date	Date	Prints as Next planned visit. Blank hides the line

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit.
2. Retype the panel headings and the checklist labels for your service.
3. Set each section’s Show when to match what your technicians record: parts, labour or follow-ups.
4. Change the photo title: select the gallery and choose Change which photos….
5. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the work order 00000019 and set a Next visit date. The assets table has five rows: four read Pass and one reads Follow-up. Parts lists a DC string fuse, quantity 4, labour totals 270 minutes, the doughnut reads 80% Completed and 20% On Hold, and the summary reads Follow-up actions raised: 1. Choose a work order with no photos: the Site photos section is gone.

If it doesn’t work

What you see	Why	What to do
Branded service report is not in the gallery.	The gallery offers it only when the org has Field Service.	Ask an administrator to turn on Field Service.
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
DATA_COLLECTION_TRUNCATED	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Branded service report starter
• The HelioGrid Services field service report example
• Add a signature
• Add a chart