How to set up branded inspection report profiles
A reusable report profile keeps company and inspector details consistent across jobs. The important check is whether the identity on this particular report is correct, especially when you work for more than one business.
By Blu Mint Digital. 3 minute read. Last reviewed .
Decide who is issuing the report
Start with the business responsible for issuing the document and the person who completed the visit. A logo identifies that business; it does not establish an inspection qualification or certify the building. Use the correct trading identity and a monitored contact address so a reader can ask about an observation.
For subcontracted inspections, agree which business details belong on the document before the visit. Do not simply reuse the last profile because its logo looks familiar. A client may need the commissioning company on the cover and your name as inspector; confirm that arrangement with the company involved.
Enter the details once, then save a profile
In Site Audit, open Generate Report from a project. The report settings include company name, company logo, inspector name, email, phone and a business ABN field. Fill the applicable details accurately. If an ABN does not apply to your business, leave it blank rather than entering an unrelated registration number.
Save the current details as a named report profile. Use a recognisable label, such as the business name followed by the inspector name. The saved profile holds these identity details for reuse. Select it when preparing another report and check the populated values before generating the file.
The first saved profile becomes the default, and you can choose a different default. Treat that as a convenience for your usual work. A default is not proof that the correct company has been selected for every client. Changing profile details does not rewrite PDFs you have already saved or sent.
Check the logo in the actual PDF
Use a clear logo file that belongs to the issuing business. A screenshot taken from an email signature may carry a coloured background, low resolution or excessive empty space. Inspect the exported cover page rather than judging only the image in your phone gallery.
- Read the company name and inspector details at normal viewing size.
- Check that the logo is legible and is not visually lost in its own margins.
- Confirm the phone number and email belong to the person receiving queries.
- Check the inspection date and project address separately from the profile.
The sample PDF report shows the report structure. A profile is a saved set of identity fields, not a custom report designer: do not expect it to rearrange the page layout or introduce a new inspection methodology.
Example: two businesses, one inspector
Imagine an inspector who issues some reports for their own business and others under an agreed subcontract arrangement. They keep two clearly named profiles. Before generating a client report, they select the appropriate profile and compare the cover details against the job instruction.
They also confirm the inspection date and additional comments for that visit. Those project-specific details should not be assumed from a reused identity. After exporting, they review the cover and one issue page, then save the issued file to the correct client folder. This is an illustrative workflow, not a customer case study.
Know which branding features are free
The free project can include your logo and business details in its PDF. It also includes a small app credit line in the footer. Pro removes that line from newly generated reports and adds unlimited projects, contractor-specific reports, CSV export and Maximum PDF quality. Re-export after upgrading if you need a new file without the app credit.
Complete the pre-send quality check before delivering it. For regular client work, combine reusable profiles with separate project records so a familiar logo never hides the wrong job name or address.