Client documents
Client reports
The project statement, what it shows, and how documents print.
In short
The project statement is the page you hand the client: contract amount, spend by category, payments received, and the balance. It prints and exports as a PDF.
The project statement is what you send a client who asks where the money went. It carries your branding, the contract amount including approved change orders, what has been spent by category, payments received, and the balance outstanding.
Branding
Set your company name, logo, address, phone and license number once in Settings. Every document picks them up. A logo can be a PNG, JPEG or SVG up to 512 KB.
Choosing what to show
The statement has its own display options, separate from the proposal's. Show spending by category or keep it to totals. Show payments received or leave the money side out.
As with proposals, you can set the defaults for your company and override them on a job that needs something different.
Printing and PDFs
Every client document has a Download PDF button, which produces a properly named file rather than whatever your browser calls it. The PDF is generated from the same page you are looking at, so what you see is what the client gets.
Documents default to portrait. A wide schedule of values often reads better in landscape, which you can set from the same display options. That setting applies to both the PDF and your browser's own print dialog.
Tip
A signed proposal keeps the orientation it was sent with, along with everything else about how it looked. A draw sheet does not: its figures are frozen, but the page shape follows your current setting, so re-downloading an old draw gives you the same numbers on a differently shaped page.
Sharing
Reports are for sending, not for giving out access. There is no client login. You download a document and send it, or you send a proposal for signature, which is the one place a client gets a link of their own.