What You'll Learn

• How to share a completed report directly from the measureQuick app
• The difference between sharing a PDF attachment and sharing an online link
• What the customer-facing report looks like and what it includes
• How to push reports to ServiceTitan or Housecall Pro via CRM integration
• How to use AirDrop, Messages, Mail, and other share sheet options on iOS and Android
• How cloud-based report access works for Premier subscribers
• How report permissions control who can view shared reports

What You'll Need

• Device: iPhone (iOS 15+) or Android phone/tablet (Android 10+) with measureQuick installed
• App version: v3.5 or later
• Account: A measureQuick account with at least one saved test in a project
• Subscription: Premier required for branded PDF reports and cloud-based sharing. Basic accounts can share Classic reports.
• Time: 5 minutes to read

Step-by-Step Guide

Step 1: Open the Report from a Saved Test

After saving a test (Test In, Test Out, or single installation test), navigate to the report view. From the test results screen, tap the report option to generate the full report. The app renders a multi-page PDF containing system specifications, photos, diagnostic results, Vitals Score, and educational content about the findings.

The report typically runs 9 pages and approximately 9 MB as a PDF. Page count varies depending on how many photos you captured and whether the project includes both Test In and Test Out results.

Vitals report PDF showing A/C System Vitals score with refrigerant charge, heat transfer, and subsystem checklist

Step 2: Tap the Share Icon

In the report view, tap the Share icon in the top-right header. This opens the platform share sheet - the standard iOS or Android sharing interface.

On iOS, the share sheet displays:

• AirDrop contacts - nearby Apple devices (laptops, phones, tablets)
• Messages - send the PDF via iMessage or SMS
• Mail - compose an email with the PDF attached
• Notes - save to Apple Notes
• Copy - copy the PDF to the clipboard
• Print - send to a connected or network printer
• Save to Files - save the PDF to local storage or cloud drives (iCloud, Google Drive, Dropbox)

On Android, the share sheet shows equivalent options: nearby share, email clients, messaging apps, cloud storage, and print.

Step 3: Choose Your Sharing Method

Select the method that fits the situation.

Email (Mail): Tap Mail to open a new email with the PDF attached. Enter the recipient's address - the customer, your manager, or a team member. Add a brief subject line and any notes. The recipient receives the full report as a PDF they can open on any device.

AirDrop: If the customer or a coworker is nearby with an Apple device, AirDrop transfers the PDF directly without needing an email address or internet connection. Tap the person's AirDrop icon in the share sheet.

Messages: Tap Messages to send the PDF via text. The file size (typically 9 MB) may be large for MMS; iMessage handles it without issue.

Save to Files: Tap Save to Files to store the report on your device or in a connected cloud drive. Useful for archiving reports locally or syncing them to a shared company folder.

Print: Tap Print to produce a hard copy on-site if the customer requests a paper report.

Step 4: Share to CRM (ServiceTitan or Housecall Pro)

If your company has connected measureQuick to ServiceTitan or Housecall Pro (see CRM Integration: ServiceTitan or CRM Integration: Housecall Pro), reports can be pushed to your CRM as part of the job record. The integration syncs project data so the report is accessible from the corresponding job in your field service platform.

This allows office staff and managers to access the report without the technician needing to email it separately. The report appears in the job's documentation within the CRM.

Step 5: Cloud-Based Report Access (Premier)

Premier subscribers have cloud-synced projects. Reports from cloud-synced projects are accessible from any device logged into the same account - phone, tablet, or the web portal. A manager in the office can pull up the same report the technician generated in the field.

Premier also enables shareable online links. Instead of attaching a PDF, you can share a link that opens the report in a mobile-friendly web viewer. The recipient does not need a measureQuick account to view the report. This is useful when the customer prefers a link over a file attachment, or when the PDF is too large for email.

Basic accounts do not have cloud sync or online link sharing. On Basic, reports are local to the device and can only be shared as PDF files through the share sheet.

What the Customer Sees

The report the customer receives depends on which report type was generated:

HVAC Vitals Report (Premier) includes:

• Vitals Score - the 0-100% system health rating with A-F letter grade, color-coded green/yellow/red
• System specifications - equipment make, model, tonnage, refrigerant type
• Score breakdown - individual loss categories showing which subsystems are costing performance points
• Measurement details - outdoor, indoor, and system parameter columns with in-range checkmarks
• Photos - all images captured during the workflow (thermostat, electrical, air distribution, outdoor equipment, serial numbers)
• Diagnostic results - pass/fail indicators for each subsystem
• Educational content - the final page explains what the Vitals Score means, why refrigerant charge matters, and how subsystems affect equipment life
• Company branding - your company logo, technician name, date and time of service

PDF Classic Report (Basic, free) includes system readings and basic diagnostic information in a simplified layout without the Vitals Score, letter grades, or company branding.

Both report types present Test In and Test Out results when both exist, so the customer can see the before-and-after comparison in one document.

As industry educator hvactoday.com described: "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."

The letter grade format is one of the most cited features in contractor interviews. Customers do not need HVAC knowledge to understand "your system scored a C" or "we improved your system from a D to an A." This format supports the shift from opinion-based service to measurement-based service.

Video Documentation (New in 3.6)

mQ 3.6 adds 30-second video clip recording at any photo documentation point in the app. Anywhere you can take a photo, you can now record a short video instead.

How it works:

• In the camera interface, switch from photo to video mode.
• Record up to 30 seconds of footage.
• Videos are organized by component (condenser, evaporator, air handler) when captured within a project.
• You can also select multiple photos from your device library in a single batch, which is useful for importing images taken with the native camera app.

Videos in reports:

When a project includes video clips, the PDF report displays a QR code for each video. The customer scans the QR code with their phone camera, which opens cloud-based playback. This lets customers see exactly what you documented without requiring them to install measureQuick.

Availability: Video capture is a Premier Services feature. See Video Documentation for the full guide on recording, organizing, and sharing video clips.

Transcript Insights

Jim Bergmann describes the cloud sync and sharing process in the Working with Projects video: "I want to hit exit and then I want to hit exit and sync, and exit and sync is going to sync that data with our cloud. And so if we go back to the results tab right now and I'll hit the back button here, you'll see that that project has been synced, there's a green checkmark here telling us it has been synced with our cloud, and now you know that that project is safe and you can delete it off your local device." This cloud sync is what enables office staff, managers, and other technicians to access the same report from any device.

On report settings: "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." These settings persist across sessions, so once configured they apply to all future reports.

Customer Insights

• Chad Simpson (Owner, Simpson Salute): Uses the letter-grade report format to drive repair-vs-replacement conversations. The test-in/test-out comparison in the shared report shows the customer measurable improvement, which builds referrals.

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

• Matt Krewer (Service Manager, Town & Country Services): Uses Virtuoso/Cloud for manager oversight, allowing the office to review shared reports and track accountability without requiring the technician to email reports separately.

• Stephen Rardon (Owner, Smart Home Comfort): "It's not a 'trust me, it's good.' It's 'take this to the internet and let anybody tell you this system isn't running.'" He shares reports directly with customers as transparency documentation. As the only company in his area providing this level of reporting, it serves as a competitive differentiator.

Video Walkthrough

• YouTube: (4,365 views, 12:44). Demonstrates how to read, share, and present the Vitals Report to customers

• YouTube: (4:00). Jim Bergmann walks through generating a PDF, saving to cloud, and the exit-and-sync process that makes reports accessible from any device. Covers report theme settings (light/dark) and range indicator display options

• YouTube: (1,576 views, 1:38). Quick walkthrough of the save-to-report flow

• YouTube: (6:40). Explains how unlocking advanced reporting features adds company logo and photo documentation to reports

Tips & Common Issues

The PDF is too large to email

Report PDFs can reach 9 MB or more depending on photo count and resolution. If an email client rejects the attachment, use an alternative: share via AirDrop, save to a cloud drive and send the link, or use the Premier online link feature.

The customer cannot open the PDF

Most modern phones and computers open PDFs natively. If the recipient has trouble, suggest they try a different email client or download a PDF reader. Alternatively, share the online link (Premier) instead of the file.

I want to send the report but do not have the customer's email

Use AirDrop or Messages if the customer is present. If not, save the report to Files and send it later when you have the contact information. You can regenerate and share the report from the saved project at any time.

The report does not show my company branding

Company-branded PDF reports require a Premier subscription ($49/user/month). Basic accounts generate a Classic Report without custom branding. To add your company logo and information to reports, activate Premier (see Activating Your Premier Services Subscription) and configure your branding in Settings. Company admins can also lock report settings (theme, range indicators, profile picture display) company-wide through cloud.measurequick.com under Company Wide Settings. When a toggle is green, technicians cannot change that setting.

I shared a report but my manager cannot find it in the CRM

Verify that the CRM integration is active and the job is linked between measureQuick and your CRM platform. Check that the project in measureQuick is associated with the correct customer and job. If the sync is not working, see or for troubleshooting steps.

Can the customer edit the report?

No. Shared reports - whether PDF or online link - are read-only. The customer can view and download but cannot modify the content.

What happens if I update a test after sharing the report?

If you regenerate and reshare the report after making changes (adding photos, saving a new Test Out), the new version reflects the updates. Previously shared PDFs remain as they were at the time of sharing. Online links (Premier) display the current version.

Reports for warranty claims

Multiple contractors report that sending measureQuick reports to manufacturers speeds up warranty claims. The report provides timestamped, instrument-verified data that documents the system's condition, which is more persuasive than a technician's verbal description.

Related Articles

Prerequisites (complete these first):

• Report Generation - Creating and customizing reports, selecting data, export formats
• Activating Your Premier Services Subscription - Required for branded reports and cloud sharing

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

• Cloud-Based Report Sharing - Detailed guide to online links, customer access portal, and mobile-friendly viewing
• HVAC Vitals Score - Understanding the 0-100 score that appears in the report
• Vitals in Customer Conversation - Using reports in customer conversations

Related in the same domain:

• Save Test In / Save Test Out - How paired tests create before-and-after comparison reports
• CRM Integration: ServiceTitan - Connecting measureQuick to ServiceTitan for automatic report sync
• CRM Integration: Housecall Pro - Connecting measureQuick to Housecall Pro

Need Help?

Contact measureQuick support: support@measurequick.com