What You'll Learn

• How to generate a diagnostic report from a completed test
• What each report section contains
• How company branding and logo appear on reports
• How to export as PDF and share with customers
• How to print using the mQ Printer (BLE thermal printer)

What You'll Need

• Device: iPhone (iOS 15+) or Android phone/tablet (Android 10+) with measureQuick v3.5+
• Account: Active measureQuick account with a completed company profile (see A2)
• Completed test: A saved test from a Guided Workflow. The report draws from saved data; you must save at least one test before generating a report.
• Time: 5 minutes to read; 2 minutes to generate and share on site

Why Reports Matter

The measureQuick report is the primary deliverable you leave with the customer. It translates diagnostic data into a document homeowners can understand without HVAC knowledge. Contractors consistently cite reports as one of the most valuable features of the platform. As Aaron Gregg (Service Manager, Jacob's Ladder Heating and Cooling) put it: "Customers have told me multiple times, I've never had a company show me that type of thing before." Brandon Payne (Service Manager, Ecoplumbers) described a system that "went from an F to a B on a customer's system with very little money, and that customer has referred many customers to us."

The report functions as third-party verification. Because the data comes from calibrated instruments and the scoring is calculated by the platform, the report removes technician opinion from the diagnosis. This builds trust and supports repair-vs-replacement conversations.

Report Types

measureQuick generates different report types depending on your subscription tier:

The Vitals Report is the customer-facing report most contractors use. As HVAC educator Tom Grochmal wrote: "At the end, it produces a report that serves as a baseline for future maintenance and repair, and gives assurance to the owner that the system was set up properly, with the measurements to prove it."

Step-by-Step Guide

Step 1: Complete and Save Your Test

Reports are generated from saved test data. You need a completed test from a Guided Workflow before you can create one.

• For installation workflows, save the Test Out at the end of the workflow (see G1). For new installs, you can skip the Test In and generate the report directly from the Test Out. As Jim Bergmann demonstrates in his Gas Furnace Workflow video: "you could save a test out but there's really no need to do a test out at this point because it's a new install, so I'm just going to generate the report."
• For service workflows, save the Test In, the Test Out, or both (see G11).

If the project contains both a Test In and Test Out, the report includes both.

Step 2: Open the Report

From the Save Results & Reporting section, tap Generate Reports. A "Choose Report Type" menu appears with five options:

• mQ Report - The full branded Vitals report (Premier)
• Vitals Only - A condensed version with just the Vitals Score
• Email PDF - Sends the report as a PDF attachment
• Generate mQ Classic Report - The standard report available to all tiers
• Print to mQ Printer - Sends to the BLE thermal printer

Select your report type. The app compiles all saved project data into a multi-page PDF.

FullReport viewer showing Page 1 with thumbnail sidebar, Share and Done buttons at top right

Step 3: Review the Report Sections

A typical cooling test report contains approximately 9 pages. The exact count varies with photo count and whether the project has one test or a paired Test In / Test Out.

Cover Page - Technician name, company name (from your company profile), date of service, and time of service.

Report cover page showing technician name, company name, date of service, and time of service

A/C Vitals Summary - The primary customer-facing page. Displays the Vitals Score as a percentage with a letter grade (e.g., 100% A+). This is what the master reference describes as an "easy-to-read color-coded consumer PDF Vitals Report with 0-100% performance score and A-F grading." Below the score, diagnostic sections show color-coded range bars:

Green indicates healthy, yellow indicates concerning, red indicates critical. Each bar shows the current value's position relative to the normal range. For paired tests, this page appears twice (Test In and Test Out), so the customer can see the before-and-after comparison in one document.

A/C System Vitals page showing 100% A+ score with Refrigerant Charge, Heat Transfer, and Air Distribution sections

Score Breakdown - Lists each loss category (Age & Efficiency, Temperature Split, Static Pressure, Approach, Refrigerant Charge, Electrical Efficiency) with its point deduction. All losses subtracted from 100 produce the Vitals Score. This shows the customer which subsystems are costing performance points.

Score Factors showing loss categories with deduction amounts and A-F grade thresholds

Measurement Details - A data table with three columns: Outdoor Measurements (pressures, temperatures, superheat, subcooling, electrical), Indoor Measurements (return/supply temps, humidity, airflow, TESP, electrical), and System Parameters (tonnage, refrigerant, SEER, metering device). Each value shows a green checkmark if in range.

Measurement Details page from mQ Pro Report showing Outdoor Measurements, Indoor Measurements, and System Info columns with green checkmarks for in-range values, plus Performance Calculations section below

Project Photos - Photos organized by category (thermostat, electrical, air distribution, filtration, refrigerant charge, outdoor/indoor equipment, model/serial numbers). More photos means more pages.

Report Information (Final Page) - Educational content explaining the Vitals Score, refrigerant charge, heat transfer, and airflow in non-technical language. This page is standard across all reports and written for the homeowner.

Step 4: Share the Report

Tap the Share icon at the top right of the report viewer. The PDF file is typically 5-9 MB.

Sharing options include email, text message, AirDrop, Save to Files, and Print. The PDF is standalone; the recipient does not need a measureQuick account.

Step 5: Print with the mQ Printer (Optional)

The mQ Printer is a BLE thermal printer that prints a condensed report on thermal paper directly from the app, with no Wi-Fi or network printer required.

1. Pair the mQ Printer via Bluetooth (it appears in your smart tools list)
2. Select the print option from the report viewer
3. The printer produces a compact summary printout with key diagnostic results

The thermal printout is a summary. Send the full PDF by email for the complete report.

Company Branding on Reports

Your company name and logo appear on the report automatically, pulled from your company profile:

• Company name - appears on the cover page. Set in Settings > Company Settings (see A2).
• Company logo - appears on the Vitals summary page. Upload a PNG or JPG (512x512px recommended) in your company profile. The logo can be positioned in the header or footer (square logos look better in the footer).
• Technician name - pulled from the individual account of whoever saved the test.

Tap Edit Report Settings from the Save Results & Reporting section (or Settings > Report Settings > Edit Report Settings) to open the PDF Options screen. Available toggles include: Include Cover Page, Include Photo Page(s), Number of Photos Per Page, Include BluVac Report, Include Company Logo, Include Profile Picture, Circular Profile Photo, Include Measurement Range Indicators, Include AI Summary on Report, Save to Cloud, and Theme (Light/Dark). These settings persist as defaults for future reports.

Admins can lock report branding settings to enforce consistency across all technicians. If the profile is incomplete, the report still generates but branding areas appear blank.

Transcript Insights

Jim Bergmann describes the report generation flow in the Gas Furnace Workflow video: "we will generate a report now... I'm just going to generate the report and it will generate the pro report, it'll take just a second, and now I can see I got my cover sheet, I got my heating system vital score, I lost a few points here because my high static pressure, I've got issues with my air distribution system and my venting system which we talked about, so high static pressure and low stack temp, here's my score breakdown, and here's my measurement details that sort of support what I'm doing." This demonstrates the end-to-end flow from save to report, and how the report sections correspond to the diagnostic findings.

From the Making measureQuick Easy Part 3 video: "and finally we're going to generate a pro report, now this is a very impressive report from measureQuick, it's got a lot of information." Jim walks through the full Pro Report content including the cover sheet, Vitals Score, score breakdown, and measurement details.

On report configuration from the Working with Projects video: "when you export your PDF you can include your profile picture, this is where you can show your range indicators on a report or not, you can make it a darker light theme, and however you use this it's going to keep it as the default, so if you change this all reports going forward will have the same theme."

Customer Insights

• Aaron Gregg (Service Manager, Jacob's Ladder Heating and Cooling): "Customers have told me multiple times, I've never had a company show me that type of thing before." Customers choose his company over the competition specifically because of the reports.

• Brandon Payne (Service Manager, Ecoplumbers): "We went from an F to a B on a customer's system with very little money, and that customer has referred many customers to us." The letter-grade improvement visible in the Test In / Test Out report drives referrals.

• Mike Cotto (Field Supervisor, Freedom Heating and Cooling): Described going "from a C plus to an A plus just off of airflow. That customer was ecstatic." The before-and-after comparison in the report makes the improvement tangible.

• Ravi Mikkelsen reports that sending measureQuick reports to manufacturers speeds up warranty claims, since the timestamped instrument data is more persuasive than a verbal description.

• Tom Grochmal (educator, mechanicalbusiness.com): "At the end, it produces a report that serves as a baseline for future maintenance and repair, and gives assurance to the owner that the system was set up properly, with the measurements to prove it."

• hvactoday.com: "MeasureQuick automatically generates two detailed reports: a customer-facing report with simple visuals and easy-to-understand indicators that clearly show where comfort and efficiency problems exist."

Video Walkthrough

• YouTube: (4,365 views, 12:44). Reading and using the Vitals Report for customer communication. Covers Vitals Score display, report sections, and how to present results. Tagged: static_pressure, refrigerant, workflows, vitals_score, reporting, heat_pump, airflow, system_profiling, probe_placement, account_billing, cloud_features

• YouTube: (1,576 views, 1:38). Short save-and-report walkthrough. Tagged: reporting, system_profiling

• YouTube: (1,125 views, 1:33). Generating a report from saved data outside the active workflow

• YouTube: (4:00). Demonstrates generating a PDF with project information and company logo on the report, plus exit-and-sync to the cloud. Jim Bergmann: "now I just hit generate PDF and it'll generate the PDF here with all the project information and my logo on the report."

• YouTube: (371 views, 7:52). Discusses how reporting supports training and quality control. Tagged: workflows, vitals_score, reporting

• YouTube: (475 views, 0:59). Brief overview of the Vitals Score's impact on customer communication

• YouTube: (6:40). Covers how benchmarking data feeds into reports and unlocking advanced reporting features. Jim Bergmann: "if you want to use advanced reporting features you can hit the unlock... this will allow you to add your company logo to report, add in some photo documentation, do some additional things on the job site."

• YouTube: (31:40). Full gas furnace workflow showing report generation after Test In, including cover sheet, Vitals Score, score breakdown, and measurement details. Jim walks through how high static pressure and low stack temperature appear in the report

Video Documentation in Reports (New in 3.6)

measureQuick 3.6 adds video capture to the documentation workflow. Technicians can record video clips of up to 30 seconds at any photo documentation point during a project, including checklist items.

How Video Appears in Reports

Videos cannot be embedded directly in a PDF. Instead, each video appears as a QR code in the generated report. The customer scans the QR code with their phone camera, which opens the video for playback via measureQuick Cloud.

This means:

• The PDF stays at a manageable file size regardless of how many videos are attached
• Customers can watch the videos on their own time from any device with a camera
• Videos are hosted on measureQuick Cloud, so the customer does not need a measureQuick account to view them

When to Use Video

Video documentation is useful for conditions that are difficult to convey in a still photo: airflow patterns, unusual sounds, the state of moving components, or a quick walkthrough of equipment location and access. The 30-second limit keeps clips focused.

Checklist Data in Pro Reports

When a project includes checklists (a Premier Services feature in 3.6), the completed checklist data appears in the Pro Report. This includes:

• Completed checklist items with their status (inspected, checked, noted)
• Photos and videos captured as part of checklist items (videos as QR codes)
• Action item status from the work completed section

Checklists tie into the mechanical inspection and visual inspection sections of the report. Company administrators configure checklists via Company Settings or mQ Cloud, and the checklist results flow into the report automatically.

mQ Printer Updates

The mQ Printer receives updated functionality in 3.6. The thermal printout continues to serve as a compact on-site summary. Send the full PDF by email for complete report content including video QR codes.

Video documentation is a Premier Services feature.

Tips & Common Issues

The report is missing measurements or shows blank fields

The report only includes data captured at the time you saved the test. Blank fields mean the corresponding probe was not connected or not transmitting. There is no way to backfill after saving. Verify all channels show live readings before saving.

The Vitals Score does not appear in the report

The Vitals Score requires a Premier subscription and a minimum number of physical probe channels: 9+ for cooling and heating tests, 7+ for gas furnace tests. Calculated and weather-derived channels do not count toward these thresholds. If the score was absent when you saved the test, it will not appear in the report. See HVAC Vitals Score for the full probe requirements and calculation methodology.

I see a Classic Report instead of the Vitals Report

The Classic Report is the free report available to all Basic tier users. It documents measurements and diagnostic findings but does not include the Vitals Score, color-coded grading, or company branding. To generate the full HVAC Vitals Report (Pro Report) with the 0-100 score, A-F letter grades, and branded exports, you need an active Premier subscription ($49/user/month). See for subscription activation.

My company name or logo is not on the report

Check Settings > Company Settings. If the profile is incomplete, the cover page shows only the technician name. Upload your logo and complete the company name. Changes apply to future reports; previously saved reports keep the original branding.

The PDF is very large (10+ MB)

Photo count and resolution drive file size. Reduce the number of photos or lower your device's capture resolution. A typical report with 4-6 photos runs 5-9 MB.

I want to generate a report from an older project

Open the project from your saved projects list, navigate to the test results, and tap Generate Reports. The date on the report reflects the original test date, not when you generated the PDF.

Can I customize which sections appear?

The report format is standardized. All sections are included automatically. You control content indirectly through what you capture: fewer photos means fewer photo pages, and the measurement table only shows recorded values.

The customer does not understand the report

Point them to the final page (Report Information), which explains everything in non-technical language. The color-coded range bars on the Vitals summary are designed to be self-explanatory: green means healthy, yellow means concerning, red means critical. The A-F letter grade is universally understood. Contractors who use measureQuick reports consistently find that customers engage with the letter grade format. Chad Simpson (Owner, Simpson Salute Heating and Air Conditioning) uses letter grades to drive repair-vs-replacement conversations, while Mike Cotto (Field Supervisor, Freedom Heating and Cooling) described going "from a C plus to an A plus just off of airflow. That customer was ecstatic." See Vitals in Customer Conversation for presentation guidance.

Reference Material

Download: measureQuick Introduction & Terminology (PDF)

Download: Sample Vitals Report (PDF)

Download: Sample Classic Report (PDF)

Download: Sample Pro Report (PDF)

Related Articles

Prerequisites (complete these first):

• A/C Installation Workflow - Completing the workflow that produces report data
• Save Test In / Save Test Out - Saving tests the report draws from
• Setting Up Your Company Account - Company branding, logo, and profile on reports

Follow-up articles (next steps after this one):

• Report Sharing & Email - Email delivery, PDF/online viewing, permissions
• HVAC Vitals Score - How the 0-100 score is calculated
• Vitals in Customer Conversation - Presenting results to homeowners

Related in the same domain:

• A/C Service Workflow - Service workflow producing Test In / Test Out reports
• Understanding Diagnostic Screens - Reading pass/fail indicators before generating the report
• Video Documentation - Recording and managing 30-second video clips in projects (Premier Services)

Need Help?

Contact measureQuick support: support@measurequick.com