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PDF Composer Components – What They Are and How to Use Them

Shivam Kumar avatar
Written by Shivam Kumar
Updated yesterday

What are Components?

Components are the basic building blocks used in the PDF Composer to design the layout and content of a Work Order Service Report PDF. Components are configurable elements that you manually place in the PDF layout using the Composer.

They are used to:

  • Display static text (labels, explanations)

  • Display dynamic system data (fields)

  • Add branding and identity (logos, images)

  • Capture proof of execution (signatures)

Components give you full layout control, unlike system chapters.

Where Components Can Be Used:

Components can be added in the following PDF sections:

  • Report Header

  • Report Body (inside configurable chapters)

  • Report Footer

Components cannot be added directly inside fixed system tables.

Component Categories:

Components are grouped into two main categories:

  1. Basic Components

  2. Visual & Media Components


Basic Components

  • Label – static text

  • Free Text Area – longer explanations (up to 4,000 characters)

  • Field – dynamic data from the system

  • Label and Field – A text label with a dynamic data from the system.

(Only for understanding purpose)


Visual Components

  • Image

  • Customer Logo

  • Technician Picture

  • Customer Signature

  • Technician Signature

  • Logo of the Organization

(Only for understanding purpose)

Note: Placement depends on how you want your report to look.


Basic components

(1) Label

The Label component is used to display static text in your PDF, such as headings, section titles, or descriptive text.

How to add a Label

  1. Click the + (Add components) icon

  2. Select Label



3. A Component configuration window opens

Note: It does not pull dynamic data from the system.

Label configuration fields

(A) Text

  • Enter the text you want to display - Highlighted in blue rectangular box (example: Name, Service Details, Inspection Summary).

  • You can add text in multiple languages using the language tabs - Highlighted in pink rectangular box (EN, DE, ES, FR, NL).

  • Use Manage languages if additional languages are enabled.

(B) Label Style (Required)

  • Label Style controls how the text looks and how important it appears in the document.

  • You must select one style before saving.

Available styles include:

  • Page Header: Used for main titles at the top of a page.

  • Chapter Header: Used for major sections within the document.

  • Group Header: Used to group related information together.

  • Strong Label: Displays emphasized text, suitable for highlighting important fields.

  • Label: Standard text with normal emphasis, used for regular descriptions.

(C) Preview

  • The Preview section shows how the label will appear in the PDF based on the selected style and text.

  • This helps you verify formatting before saving.

Saving the Label

Once the text and label style are selected:

  1. Click Save

  2. The label will be added to the selected row or column in the Composer

When to Use Labels

Use Labels when you want to:

  • Add headings or section titles

  • Organize the report into readable sections

  • Display static explanatory text

  • Improve the visual structure of the PDF


(2) Free Text Area

How to add a Free Text Area

  1. Click the + (Add components) icon inside a row or column

  2. Select Free text area

3. The Component configuration window opens

(A) Text

  • Enter the text you want to display (for example: Customer Information, Service Summary, Additional Notes).

  • You can enter up to 4,000 characters.

  • Content can be defined in multiple languages using the language tabs (EN, DE, ES, FR, NL).

  • Use Manage languages if additional languages are enabled.

(B) Label Style (Required) - same as defined in label components

(C) When to use Free Text Area

Use this component when you want to:

  • Add explanatory or descriptive text

  • Introduce sections in the report

  • Include notes that do not come from system data

  • Provide instructions or disclaimers


(3) Field

Field (Dynamic Data from the System)

The Field component is used to display dynamic data from the system in your PDF. Unlike Labels or Free Text, Fields automatically pull information from the Work Order and related records (customer, contract, equipment, etc.).

How to add a Field

  1. Click the + (Add components) icon inside a row or column

  2. Select Field

3. The Component configuration window opens

Field configuration explained

(A) Field Group

The Field Group determines where the data comes from. Select a group first; the available fields will update accordingly.

(B) Field (Required)

After selecting a Field Group, choose the exact field you want to display.

(C) Label Style (Required)

(D) Preview

The Preview section shows how the selected field and label style will appear in the final PDF.

When adding Field or Label and Field, you must select a Field Group and then a sub-field. Below are groups which you'll see in field group also.

Field Groups

Descriptions

Bill To

  • This group contains information about the billing party (who receives the invoice).

  • Use this group when: You want to display billing information on service reports, or approval documents.

Contract

  • This group contains details of the service contract linked to the work order.

  • Use this group when: You need to show contract validity, coverage, or type.

Corrective Service Model

  • This group contains corrective maintenance and SLA-related data.

  • Use this group when: You want to report response and resolution performance for corrective work orders.

Customer

  • This group contains end-customer information (not necessarily the billing party).

  • Use this group when: You want to show customer name, address, country, number, VAT, postcode in the service report

Equipment

  • This group contains information about the asset or equipment linked to the work order.

  • Use this group when: You want to document equipment information.

Location

  • This group contains information about the service location.

  • Use this group when: You want to show the contact and location information

Organization

  • This group contains information about company.

  • Use this group when: You want to display your company details on service reports or official documents.

Preventive Service Model

  • This group contains data related to the preventive maintenance.

Report Sent To

  • This group contains information about who received the communication generated by the system.

  • Use this group when: You want to document who the service report was sent to, for traceability and auditing purposes

Requested By

  • This group provide all information on who requested the work order.

  • Use this group when: You want to document who initiated the service request.

Signature

  • This group contains signature-related data captured during the job.

  • Use this group when: You need proof of work completion or customer approval.

Work Order Used Parts

  • This group displays informations of list of parts used during the job.

  • Use this group when: You want to document parts used during work order completion.

Work Order Worked Hours

  • This group displays billable time data.

  • Use this group when: You want to show working hours details for transparency or billing.

Work Orders

  • This group contains general work order information.

  • Use this group when: You want to show data regarding the WO


(4) Label and Field (Combined Display)

The Label and Field component combines a static label with a dynamic field value in a single, well-formatted element.


Although it may look similar to using a Label and a Field separately, there is an important difference.

What makes “Label and Field” different?

In the Label and Field component:

  • The Field still pulls dynamic data from the system (for example: Work Order name).

  • You can define a custom label text manually, just like in the Label or Free Text Area components.

  • The system automatically aligns the label and value together, resulting in a cleaner and more readable PDF layout.

This means:

  • The label text is configurable

  • The field value is dynamic

  • The preview and final PDF look more structured and professional

How to add a Label and Field

  1. Click the + (Add components) icon

  2. Select Label and Field

The Component configuration window opens

Label and Field configuration explained

(A) Field Group

Select the source of the dynamic data (for example: Work Orders).

(B) Field

Choose the exact field you want to display (for example: Field).

(C) Text (Label)

  • Enter the label name you want to display (for example: Completion date (or any name of your choice - It can be edited)).

  • This option is important because:

    • It allows customization of the label text

    • It supports multiple languages (EN, DE, ES, FR, NL)

  • This text field is not available when using the Field-only component.

(D) Style (Required)

Select the layout style for the combined label and field.

Commonly used style:

  • Labeled Field – displays the label followed by the dynamic value in a clean format

(E) Preview

The Preview section shows how the combined label and value will appear in the final PDF.

Example preview:

Completion Date: 25/12/2025 14:00

Save the component

Once all required options are selected:

  1. Click Save

  2. The Label and Field component is added to the selected row or column

When to use Label and Field

Use this component when you want to:

  • Display field values with clear, readable labels

  • Control how the label text appears

  • Improve the overall appearance of the service report


Visual and Media Components

These components are used to add any relevant brand images like company logos  . They improve professionalism, trust, and readability of the service report.

(1) Image

The Image component is used to add static images to the PDF, such as:

  • Company branding images

  • logos, or reference pictures

This component is mainly intended for use in the Report Header or Report Footer, where the same image should appear consistently across the document

Key points:

  • The image is uploaded manually

  • It does not change dynamically per work order

  • Commonly used for banners, icons, or reference images

Use Image when you want to:

  • Add a header image

  • Include certification logos

  • Insert visual references that are the same for every PDF

How to add an image

  1. Click the + (Add components) icon

  2. Select image

The Image configuration window opens (shown below)

Image configuration definition

Image size

You can control how large the image appears in the PDF by selecting one of the following options:

  1. XSmall – Suitable for small icons or badges

  2. Small – Good for logos or compact images

  3. Normal – Best for clear, prominent images

Choose the size based on:

  1. Available space in the header or footer.

  2. Whether the image should be subtle or clearly visible.

Cancel

Closes the configuration window without applying changes.

Important notes

  1. This Image component is intended for static images only

  2. The same image appears on every page if the header or footer is set to Show on every page

  3. It is not meant for technician-uploaded pictures

  4. For work order pictures or site photos, always use the Files chapter instead

Best practice

Use the Image component in the header or footer for fixed visuals like company images or certifications. Use the Files chapter when you need to display multiple work order pictures.


(2) Customer Logo

Definition:

The Customer Logo component is used to display the logo of the customer in the PDF.


This is a dynamic logo, meaning it is taken from the customer master data linked to the work order.

This component is typically used in the Report Header or Report Footer, where customer branding is required.

How to add a Customer Logo

  1. In the Composer, go to the Report Header or Report Footer section.

  2. Click the + (Add component) icon inside a row or column.

  3. Select Customer Logo from the list of components.


  4. The logo configuration window opens.

Behaviour and usage

  • The logo shown depends on the customer linked to the work order

  • No manual image upload is required in the Composer

  • If no customer logo is available, the space remains empty in the PDF

Important notes

  • This component is intended for branding purposes only

  • It works best in the header or footer, not in the report body

  • The logo appears on every page if Show on every page is enabled

  • The display size adapts automatically to the available space

Best practice

Use Customer Logo in the header or footer when customer branding is required. If the work order does not have a customer logo configured, consider using the organization logo instead.


(3) Technician Picture

Definition:

The Technician Picture component is used to display the profile picture of the technician assigned to the work order.


This image is taken automatically from the technician’s user profile.

This component is mainly used for identification and presentation purposes, typically in the Report Header or Report Footer

How to add a Technician Picture

  1. In the Composer, go to the Report Header or Report Footer section.

  2. Click the + (Add component) icon inside a row or column.

  3. Select Technician picture from the list of components.



  4. The system automatically fetches the technician’s profile image.

Image size options

When adding a technician picture, you can choose how large it appears in the PDF:

  • XSmall – Best for compact layouts or when space is limited

  • Small – Suitable for headers with basic identification

  • Normal – Best when the technician picture needs to be clearly visible

Select the size based on the available space and layout preference.

Behaviour and usage

  • The picture displayed depends on the technician assigned to the work order

  • No manual upload is required in the PDF Composer

  • If the technician does not have a profile picture, the image area remains empty

Important notes

  • This component is intended for static display only

  • It is not linked to technician-uploaded site pictures

  • The image appears on every page if the header or footer is set to Show on every page

  • For site photos or job-related images, always use the Files chapter

Best practice

Use the Technician Picture component in the header or footer when technician identification is required. For operational images captured during the job, use the Files section instead.


(4) Customer Signature

Definition:

The Customer Signature component is used to display the customer’s digital signature captured by the technician during the work order completion stage.

This signature is typically added when the technician finishes their on-site work for that visit.

When is the customer signature captured?

The customer signature is collected when the technician reaches the Work Order Completion step in the mobile application.

Important:

Work Order Completion does not always mean the work order is fully finished.

The work order may be:

  • Partially completed (end of technician’s shift)

  • Temporarily completed and waiting for further action

  • Completed for the current visit

  • Fully completed and closed

In all these cases, the customer signature can still be captured.

How to add a customer signature

  1. In the Composer, go to the Report Footer section.

  2. Click the + (Add component) icon inside a row or column.

  3. Select Customer Signature from the list of components.



  4. It will automatically appears at selection/addition space

Behaviour and usage

  • The signature belongs to the specific visit or completion action, not necessarily to the final closure of the work order

  • The same work order may contain multiple visits, but only the captured signature is shown.

Important notes

  • The signature appears on every page if the footer is set to Show on every page

Best practice

Use the Customer Signature in the footer to acknowledge on-site work completion for a visit. If final acceptance is required, ensure this is clearly defined in your internal process.


(5) Technician Signature

Definition:

The Technician Signature component is used to display the technician’s digital signature captured during the work order completion step in the mobile application.

This signature represents the technician’s confirmation that the work for that visit has been carried out.

When is the technician signature captured?

The technician signature is captured when the technician proceeds to the Work Order Completion screen.

Important:
Work Order Completion does not necessarily mean final closure of the work order.

The work order may be:

  • Partially completed (end of shift)

  • Temporarily completed and pending further action

  • Completed for the current visit

  • Fully completed and closed

In all these cases, the technician signature can be recorded.

How to add Technician Signature to the PDF

  1. Go to the Report Footer section

  2. Click the + (Add component) icon inside a row or column

  3. Select Technician signature from the component list



  4. It will automatically appears at selection/addition space

Once added, the signature will automatically appear in the PDF

Behaviour and usage

  • The signature cannot be manually uploaded or edited in the Composer

Important notes

  • Technician Signature confirms execution of work, not customer acceptance

  • It should be interpreted according to your internal completion process

Best practice

Place the Technician Signature in the footer along with the Customer Signature to clearly document on-site work confirmation for the visit.


(6) Logo of the Organization

Definition:

The Logo of the Organization component is used to display your company’s logo in the PDF.


The logo is taken automatically from the organization settings in the portal.

This component is typically used for branding purposes and is best placed in the Report Header or Report Footer.

How to add the Organization Logo

  1. In the Composer, go to the Report Header or Report Footer section.

  2. Click the + (Add component) icon inside a row or column.

  3. Select Logo of the organization from the component list.


  4. The system automatically fetches the logo from the organization profile.

Image size options

When adding the organization logo, you can choose how large it appears in the PDF:

  • XSmall – Suitable for small branding or compact headers

  • Small – Recommended for most standard layouts

  • Normal – Best when the logo needs to be clearly visible

Choose the size based on available space and overall layout.

Behaviour and usage

  • The logo displayed depends on the organization selected in the communication template

  • No manual upload is required in the PDF Composer

  • If no organization logo is configured, the logo area remains empty

Important notes

  • This component is meant for static branding only

  • The logo appears consistently across the document

  • Enable Show on every page if the logo should repeat on all pages

Best practice

Use the Logo of the Organization in the header for consistent company branding, and pair it with Customer Logo only when customer branding is required.


Next?

Other articles related to communication options with your customers: How to build service reports (or Approval PDFs)

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