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Job Summary Report

A high-level snapshot of the job, including box counts, tagged items, and non-salvageable totals—broken down by room.

Written by Pal
Updated over a month ago

What's Included

The Job Summary Report provides:

  • Job Information: Job name, address, and metadata

  • Total Counts: Total items, boxes, tags, non-salvageable items and cost

  • Room Breakdown: Optional detailed statistics for each room showing item counts and totals

  • Cost Summaries: Replacement cost summaries when available

This report gives stakeholders a quick overview of the job scope without diving into individual item details.

Available as: PDF only

Example Job Summary Report showing Overview

Example Job Summary Report showing room breakdown

When to Use This Report

Best for:

  • Quick overviews to share with adjusters or clients

  • Understanding job scope at a glance

  • Building initial estimates

  • Providing high-level summaries to stakeholders

Not ideal for:

  • Detailed item lists (use Salvageable or Custom Inventory Report)

  • Visual documentation (use Photo Report)

  • Replacement pricing details (use Replacements Report)

How to Generate

  1. Open your job in the web app

  2. Click the Reports tab (top right)

  3. Click Generate Report

  4. Select Job Summary Report from the list

  5. Customize your options under Advanced Options (see below)

  6. Click Generate PDF

Job Summary Report options dialog

Note: Most reports download immediately. Large jobs (1000+ items) are emailed to you when ready.

Customization Options

Include Organization Logo

Default: Enabled

Adds your organization's logo to the report header.

Show Room Breakdown

Default: Enabled

When enabled, the report includes detailed statistics for each room:

  • Item counts per room

  • Box and tag counts per room

  • Non-salvageable item counts per room

When disabled, you get only job-level totals.

Include Empty Rooms

Default: Enabled (when room breakdown is shown)

Controls whether empty rooms appear when showing room breakdown:

  • Enabled: Shows all rooms, even if they have no items

  • Disabled: Only shows rooms that contain items

Include Total Value

Default: Enabled

Controls whether the total replacement cost is shown in the report:

  • Enabled: Shows the total value of all items in the summary

  • Disabled: Hides pricing information

Viewing Report History

All generated reports are stored in the Reports tab of your job where you can:

  • View past reports

  • Download reports again anytime

  • See generation status

  • See who requested each report and when

Report History tab showing generated reports

Tips

  • Use room breakdown for large jobs to understand item distribution across locations

  • Disable room breakdown for a concise single-page summary

  • Combine with detail reports: Use this for overview, then generate Salvageable or Photo reports for specifics

  • Disable "Include Total Value" if you want to share counts without pricing information

Troubleshooting

Report takes a long time to generate

  • Large jobs (1000+ items) are processed in the background

  • You'll receive an email when ready

  • You can close the dialog and continue working

Report shows unexpected totals

  • Verify that all items in your job have been properly inventoried

  • Check that items are assigned to the correct rooms

  • Ensure pricing data is up-to-date if using "Include Total Value"

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