FIG. 01 The field-to-PDF platform

Inspections,
without the paperwork.

Reportigen turns field work into branded, client-ready PDFs. Build any inspection template, annotate photos with real-world measurements, design your report layout once, and deliver to clients in a click — for roofing, property, facilities, insurance, environmental, construction QA, or any inspection your team performs.

Start your workspace See the platform
Templates
Unlimited & configurable
Photo tools
Measure, annotate, locate
Delivery
Branded PDF & email

  A multi-tenant workspace per business — isolated data, branded reports, your domain.

Built for
  • Roofing & envelope
  • Property inspections
  • Facilities & maintenance
  • Insurance adjusting
  • Environmental surveys
  • Construction QA
  • Safety audits

02 The platform

Everything an inspection
needs to leave the field.

Five capabilities that compound. Configure once, then run hundreds of inspections through the same disciplined flow.

  1. 01

    Build any inspection, no code.

    Drag-and-drop sections, fields, units, and conditional logic. Tenant-managed dropdown presets adapt the vocabulary to your trade. Every template owns its own form structure — no developers needed to launch a new inspection type.

    • Sections, ordered fields, group breaks
    • Conditional visibility with fallback values
    • Reusable presets per dropdown field
  2. 02

    Annotate photos, with measurements.

    An in-browser editor combines polygon-with-measurements plus arrows, callouts, shapes, and freehand — on a single canvas. Every annotation flattens into the PDF and remains editable later.

    • Polygon edge measurements in feet
    • Arrows, rectangles, circles, freehand, text
    • Re-editable JSON + flattened PNG for reports
  3. 03

    Design your PDF, per template.

    Each template owns its own report layout. Drag report blocks — cover, field groups, photo grid, location map, signatures, rich text, page breaks — arrange them, theme them, and preview live. Your business name, logo, and contact info pull in automatically.

    • Block-based designer with live iframe preview
    • Header/footer, theme, and typography panels
    • Persisted on the template — never style again
  4. 04

    Cached, instant reports.

    Reportigen hashes the inputs to every report and re-renders only when something changes. Re-downloads are instant. Edit one field and the next download is fresh. Choose full-resolution or a lightweight variant for faster emails.

    • Content-hashed regeneration
    • Full or reduced-size PDF
    • Report-sized photo derivatives generated on upload
  5. 05

    Deliver from one place.

    Email a finished report directly from the project. Multiple recipients, custom subject and body with {contact_name} merge, full distribution log. Your clients see a polished PDF with your branding — no login required.

    • Multi-recipient sends with merge tags
    • Persistent distribution history per project
    • Default templates per user, full audit trail

03 How it works

Four steps. End to end.

  1. 01

    Define the template

    Build the form and design the PDF once. Sections, fields, conditionals, presets, and a per-template layout that pulls your branding automatically.

  2. 02

    Create a project

    Pick a template, a client, an address (with Google Places autocomplete), and upload a site cover — a roof plan, floor plan, or aerial.

  3. 03

    Capture & annotate

    Fill the auto-saving form, upload photos, annotate with measurements, and drop numbered pins linking each photo to its location on the cover.

  4. 04

    Deliver the report

    Preview live, generate the PDF in one click, and email it to your client with custom copy and a logged distribution history.

04 For teams

If you produce a report,
you can run it on Reportigen.

Reportigen wasn’t built for one trade. The form schema, presets, and PDF layout are all configurable per template, so the platform adapts to your checklist — not the other way around.

  • Roofing & envelope

    Infrared, low-slope, steep-slope. Section assemblies, moisture mapping, repair plans.

  • Property inspections

    Pre-purchase, draw, warranty, move-in/move-out. Photo-led narrative reports.

  • Facilities & maintenance

    Asset rounds, deficiency logs, work-order packets with photo-tagged locations.

  • Insurance adjusting

    Claim documentation with annotated photos, measurements, and date-stamped pages.

  • Environmental surveys

    Site walks, sampling logs, regulatory deliverables with location pins on aerials.

  • Construction QA

    Punch lists, draw inspections, mock-up reviews, milestone documentation.

  • Safety & compliance

    Routine audits, hazard logs, signed acknowledgements, retained evidence trail.

  • And anything else.

    Build a template, design a layout, ship the report. The platform doesn’t care which trade.

05 Inside the workflow

A closer look at the parts that matter.

A template that’s actually your template.

The form builder is database-backed, not file-based. You compose sections and fields visually; the platform stores them, serves them to your inspectors, and renders them into the PDF. Conditional fields hide and fall back automatically when their parent changes. Presets are scoped to your business — add a new dropdown value once and it’s available everywhere that field is used.

  • Field typesText, textarea, dropdown, date, number
  • ConditionalsHide / fallback rules per field
  • PresetsTenant-scoped, inline add/remove

Photos that work as hard as the writing.

The unified editor puts polygons, arrows, callouts, shapes, freehand, and text on the same Fabric.js canvas. Polygon edges show measurements in feet so a coverage estimate or repair extent is captured visually. The editor saves both the editable JSON and a flattened PNG — the JSON keeps future edits non-destructive; the PNG ships directly into reports without runtime rendering.

  • CanvasFabric.js, single-surface editing
  • MeasurementsPolygon edges in feet
  • LocationsNumbered pins on cover image

One PDF designer per template. Live preview.

The report layout lives on the template itself. Drag blocks — cover page, field groups, photo grid, location map, signature line, rich text, page break — into the order you want. Theme typography, headers, and footers. Your business name, logo, and contact info pull from your workspace settings, so every PDF stays branded without re-keying.

  • BlocksCover, fields, photos, locations, rich text, signature
  • PreviewLive, in an iframe, beside the editor
  • CacheContent-hash — regenerates only when inputs change

From inspector to client without a context switch.

The distribution tab is your client-facing edge. Email a finished report with merge tags and custom copy, send to multiple recipients, watch the send log build over time. Your clients see a branded PDF in their inbox; they don’t need an account, a portal, or a download link.

  • RecipientsMulti-address with merge tags
  • HistoryPersistent distribution log per project
  • BrandingFrom-name, reply-to, and signature per workspace

06 Why Reportigen

The gap your current tools leave behind.

Word / Google Docs
Generic form builders
Reportigen
Reusable templates
copy & paste
forms only
Form + PDF together
Photo annotation
external app
basic markup
Measured polygons + arrows + text
Branded PDF layout
manual every time
one fixed look
Designer per template
Team workspace
shared drive
limited roles
Multi-tenant + RBAC + audit
Client delivery
attach & hope
link to a form
Branded email + distribution log
Customization
unlimited but manual
limited by vendor
No-code, fully yours

07 Trust & security

Built like the field demands.

Inspection records often become legal documents. Reportigen treats them like one — with isolation, identity, and an audit trail.

  • a. Workspace isolation

    Every business is its own tenant. Data, templates, presets, and uploads stay inside your workspace, scoped at the query layer.

  • b. Identity & roles

    Owner / Admin / User. Invite-only onboarding with forced password setup, deactivation, and forced sign-out from the admin tab.

  • c. MFA & sessions

    TOTP MFA with recovery codes, JWT access cookies, refresh-token rotation, and replay detection on the server.

  • d. CSRF & rate limits

    CSRF tokens, strict Origin checks, and per-IP rate limiting on every state-changing endpoint.

  • e. Audit log

    Forty-plus action types recorded for compliance review — logins, permission changes, uploads, deletions, restorations.

  • f. Soft delete & recovery

    Projects, inspections, photos, and templates soft-delete with a retention window before scheduled purge — mistakes are recoverable.

  • g. Your domain

    Use your subdomain on reportigen.com or bring a verified custom domain. Your name on every URL.

  • h. Versioned legal

    Terms and Privacy are versioned and per-user-accepted — you have a paper trail for who agreed to what.

08 Frequently asked

Questions, answered.

Can I use Reportigen for inspections other than roofing?

Yes — the platform is industry-agnostic. The form schema and PDF layout for every template are fully configurable, so the same workspace can serve roof, property, facilities, insurance, environmental, construction, safety, or any other inspection workflow. Roofing comes with a starter template because it’s a common entry point, not because the product is limited to it.

Do my photos and reports stay private to my workspace?

Every business gets its own tenant. Database queries are scoped to your workspace at the platform layer, uploads are stored under your business, and access is gated by role plus session. You can also pull an audit log of who did what at any time.

What does my client see?

A branded PDF attached to an email from your workspace. No login, no portal, no friction. You write the subject and body once; Reportigen merges in their name and sends.

Can I customize the PDF layout?

Yes, per template. The drag-and-drop designer lets you arrange blocks — cover, fields, photo grid, location map, signature, rich text, page break — theme typography, set headers and footers, and preview the result live in an iframe before publishing.

How is sign-in secured?

Username and password with TOTP MFA and recovery codes, JWT access in an httpOnly cookie, refresh-token rotation with replay detection, CSRF tokens on state-changing routes, and strict Origin enforcement. Failed attempts are tracked and rate-limited.

Can I use my own domain?

Yes. Every workspace runs on a {name}.reportigen.com subdomain by default. Custom domains can be pointed and verified at any time, so your team and clients see your URL.

How does pricing work?

Reportigen is sales-led today. Send us a note via the form below or call us — we’ll set up a workspace and walk you through it.

Can I migrate existing templates or reports?

In most cases, yes. Share a few sample reports and the field list with us in your inquiry — we’ll review and confirm before we build your workspace.

09 Talk to us

Start your workspace.

Tell us a bit about your team and the reports you produce. We’ll get back within one business day with next steps.