Amply

Open Service Titan app on your iPad

Open the customer record where you want to attach a report

Generate a report and <a href="https://help.amply.energy/en/articles/9529040-create-and-export-designs">select export</a>

The report will instantly attach the PDF to the customer record in Service Titan

1. Open Service Titan app on your iPad
2. Open the customer record where you want to attach a report
3. Open the Amply project
4. Generate a report and <a href="https://help.amply.energy/en/articles/9529040-create-and-export-designs">select export</a>
5. Tap the Service Titan app icon
6. The report will instantly attach the PDF to the customer record in Service Titan

See <a href="https://help.servicetitan.com/how-to/add-notes-pictures-to-job#add-file-to-job" rel="nofollow noopener noreferrer" target="_blank">Service Titan documentation for more details</a>.

Housecall Pro (or other web only platforms)

In Amply, export a <a href="https://help.amply.energy/en/articles/9722771-how-to-create-review-and-share-manual-j-reports">Manual J </a>or <a href="https://help.amply.energy/en/articles/9529040-create-and-share-design-reports">Design</a> report

In Housecall Pro, open the customer’s job and add the file

1. In Amply, export a <a href="https://help.amply.energy/en/articles/9722771-how-to-create-review-and-share-manual-j-reports">Manual J </a>or <a href="https://help.amply.energy/en/articles/9529040-create-and-share-design-reports">Design</a> report
2. Select "Save it to Files" on your iPad
3. In Housecall Pro, open the customer’s job and add the file

Tip: If you want to keep things organized, I’d make an Amply folder in iCloud Files and use that as the regular spot you save exported reports.

How to export a design or Manual J report to a field service management platform

How to attach a report to Service Titan or other apps

Find answers and get help from Intercom Support and Community Experts

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