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Export & Share

Customize reports

Choose which documents go into the PDF, what the reader sees, and whether it reads as an estimate or an invoice. A starting report sets the rows, and you can change any of them.

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The Export dialog answers three questions, from top to bottom. Include in PDF is which documents go into the file. PDF contents is what the reader sees inside the estimate. Output is how the PDF is framed, plus the two exports that skip the PDF entirely.

To open the dialog, click Export in the job's top bar. See Export reports.

Include in PDF

This section appears only when there's something to combine with the estimate, such as another estimate on the job, a drying log or PDFs in the job's files. It's a checklist of documents, not detail levels:

  • The estimate you're on. On a job with more than one estimate, the row takes that estimate's name, like Water. If the estimate can't be printed yet, the row is grayed out with the reason.
  • Other estimates on the job. One row each, off by default. Tick one to put it in the same PDF. See Several estimates on one job.
  • Drying log. On by default when the job has one, on plans that include drying logs (Basic and above, and the free trial). The drying log is AI-generated from the estimate and local weather, so techs should verify readings daily before it goes out.

Any combination works, including the drying log alone. If you untick everything, Wave tells you: "Pick at least one document or file to export."

PDF contents

The first row is What they'll see, a starting report:

  • Full estimate. Rooms, line items, prices and photos.
  • Client summary. Room-by-room scope and one estimate total, with no line prices. Good for homeowners.
  • Photo report. Customer details and photos, with no pricing table.

Below it, each part of the estimate is a checkbox row you can turn on or off:

  • Customer information. Customer, property and claim details.
  • Scope and quantities. Rooms, line items and quantities.
  • Line pricing. Unit prices and line totals. It needs Scope and quantities on.
  • Job photo appendix. Photos that aren't attached to an estimate line.
  • Change history. Appends the changes recorded on this estimate. Off by default. When the PDF hides prices, the change history hides them too. See Estimate history.

Change any row and What they'll see reads Custom. There's no second screen: the rows are the whole report.

PDFs from the job's files also show up here, one row each:

  • A PDF attached to an estimate line is ticked by default. Untick it to leave it out.
  • A PDF uploaded to Files is off by default. Tick the ones that should ride along.

Ticked PDFs are added at the end. You can also export only the PDFs, merged into one file.

Output

Document switches the PDF between Estimate and Invoice. The content stays the same, and the title and wording change to match. The dialog starts on whatever the estimate itself is set to, so if you switched the Estimate label at the top of the estimate to Invoice, the PDF follows.

Two more rows skip the PDF, so the PDF choices above don't apply to them:

  • Xactimate export (.ESX). A file to import into Xactimate. Your account manager sets up Xactimate export for your company, and it comes with Basic and above. See Send estimates to Xactimate.
  • Send to QuickBooks. If your company invoices through QuickBooks, a draft invoice you review and send from there. See Send an estimate to QuickBooks.

Share links have their own choices

A share link doesn't copy what you picked here. The share sheet asks its own questions: who the link is for, Client summary or Full estimate, which estimates on the job to include, attachments and the drying log.

What does carry over is privacy. When a link hides prices, the prices are never sent to the page at all, so there's nothing to find.

Set your defaults

  • Default report. Settings > Preferences > Default export report picks the report the dialog opens on. It starts on Full estimate. You can still switch for any one export. See Preferences.
  • Look. Admins set styled or plain exports, a brand accent color and a cover style in Settings > Exports. It applies to every export from your company. See Export branding.
  • Letterhead. Your company name, address, phone and logo come from Settings > Company. If they're missing, the dialog shows Brand your PDF with a link to set them up. Admins can add letterheads for other locations in Settings > Letterheads, and when there are two or more, you can switch letterhead in the dialog and make one your default. See Letterheads.

File names

PDFs are named after the customer: Jordan Park Estimate.pdf, or Jordan Park Invoice.pdf when the Document is Invoice. A PDF with more than one document is named Jordan Park Packet.pdf. If the job has no customer name yet, the file uses a short ID instead.

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