Document generation for Salesforce Field Service

Built for the field.
Ready for everything else.

Docable makes the service reports and certificates technicians sign in the Field Service mobile app, even offline. And everything else a document generation app should: quotes, invoices, contracts and letters for every team, as PDF and editable Word.

Join the waitlist
£399 a monthWhole orgAny number of people
Generate Service Document in the Field Service mobile app, online: the preview of a site visit report for work order 00000046, Annual service: east roof array, rows 3 to 5, Coldharbour Leisure Centre, with the site photo, an All clear banner, the customer and site box, the work carried out and a findings table with a picture per row, marked PREVIEW, with Back and Make PDF at the foot.

Get the highlights.

  1. No signal? Preview, sign, submit. Made when the phone syncs.

  2. Write it like Word. Inside Salesforce.

  3. Type @. Your data drops in.

  4. Describe it. AI drafts it.

  5. One Brand Kit. Every document.

  6. Proved on a real record. Live when a person says so.

  7. One record or thousands. PDF and Word.

Salesforce Field Service

No signal.
No problem.

Preview, answer and sign in the Field Service mobile app with no signal, then tap Submit. When the phone syncs, the document is made and filed on the work order.

  1. 1

    No signal.

    The job opens from the schedule. The app still lists the documents for this visit, and only the ones that apply to it.

    The Field Service mobile app with no signal, marked OFFLINE: Generate Service Document with the line Offline, the document is made when you're back online, and the documents for the job: Annual service visit, Completion certificate, Service report and Site visit report, selected, with its two signatures and one question badges, then Make with PDF ticked and Preview and sign.
  2. 2

    Preview and answer.

    An example of the document is on the phone, filled from what it holds, with its photos and its questions. The technician checks it and answers them on the spot.

    Generate Service Document in the Field Service mobile app while offline: the note Offline example, the document may differ and is made from the latest details when you're back online, and the example page of a site visit report for work order 00000046, Annual service: east roof array, rows 3 to 5, Coldharbour Leisure Centre, with the site photo, the result banners, the customer and site box and the work carried out, marked EXAMPLE, with Back and Submit at the foot.
  3. 3

    Sign on the screen.

    Where the document collects signatures, the customer signs with a finger on the phone, with no signal. Each signature is kept on the job and printed in the document.

    The full-screen signature sheet in the Field Service mobile app, marked OFFLINE: Customer signs, Sign to confirm this document, Name filled in as Daniel Price from the work order's contact, the customer's signature drawn in cursive on the pad above the line Sign above the line · 26 October 2026, with Cancel, Save, Clear and Unable to sign.
  4. 4

    Submit. Done.

    The request is saved on the phone with the job's other changes. The technician moves on to the next job.

    The Field Service mobile app's Data Sync page, marked UPLOADS PENDING, OFFLINE: Sync, Downloads completed, and Pending Uploads, 1, the document request saved on the phone at 2:01 PM.
  5. 5

    Synced. Made and filed.

    When the phone reconnects, Docable makes the file from the latest details, with the signatures and the photos taken on the job, and saves it to the work order. Nothing to tap again.

    Page one of the Site visit report made on work order 00000046 on HelioGrid's letterhead: Annual service: east roof array, rows 3 to 5, Coldharbour Leisure Centre, the site photo of the roof array, an All clear banner, the customer and site box, the work carried out and the findings table with a picture, a finding and a Pass per row.

Every document a visit needs.

30 field service starters, each ready as PDF and editable Word. Make them yours in the editor.

Docable for Field Service

Ready for everything else

Any document.
Any team on Salesforce.

64 ready-made starters in PDF and Word, and your own templates for everything else. The same editor, Brand Kits and approval for the office as for the field.

Every starter, and real documents to open

Write it like a document.

A real editor, inside Salesforce. No merge codes. No desktop files.

The Docable Studio editor with a customer letter open: a Word-style toolbar, the fields the letter uses listed on the left, the Cindervale letterhead, and Salesforce fields such as Full Name, Account Name and the mailing address sitting in the text as chips.

Explore the editor

Your data,
right where you type.

Type @. Pick a field, a related record, a table, a rule, a question or a photo.

  1. Fields

    Any field on the record.

    Subject, dates, owner, picklists. Each one sits in the sentence as a chip and is filled in when the document is made.

    The Insert picker in the Docable editor on its Fields tab: Subject, Work Order Number, Start Date, Owner › Full Name, Priority and Status, each marked In this template with its type, Text, Date/time or Picklist.
  2. Related

    And the records around it.

    Account, asset, contact, technician. Open one and pick its fields, as far along the chain as you need.

    The Insert picker's Related tab on a Work Order: Owner, Technician, Account, Asset, Asset Warranty and Business Hours, each with Open to choose its fields.
  3. Lists & tables

    Lists, as tables or sections.

    Products consumed, service appointments, service reports: a table, a list, or a section that repeats for each one.

    The Insert picker's Lists & tables tab on a Work Order: Products Consumed, Products Required, Quotes, Resource Preferences, Service Appointments and Service Reports, each offered as a table, list or repeating section.
  4. Logic

    Rules, without code.

    Show a section only when a rule is met. Repeat for each record. Totals, calculations and lists in a sentence.

    The Insert picker's Logic tab: Show when, Repeat for each, List in a sentence, Total, Value from one related record and Calculation.
  5. Values

    A question, when the record hasn't got it.

    Ask when generating. Page numbers, cross-references and labels in each document's language.

    The Insert picker's Values tab: Ask when generating, Custom label, Page number, Total pages, Cross-reference and Running heading.
  6. Media

    Photos and charts.

    Every photo from the job in a gallery, a picture from the library, a chart from the records.

    The Insert picker's Media tab: Image from the library, Photo from the record, Static resource image, Picture placeholder, Photo gallery and Chart.

Take a closer look.

  • The lines of a generated Aurevia invoice: a picture of each product beside its name and code, with quantity, unit price and line total.

    A picture on every row.

    Product photos straight from Salesforce.

  • A generated Brindlewick table of five opportunities with stage, close date and amount, and a Total row of 54,850.00 pounds beneath it.

    Totals that add up.

    Totals, subtotals and running totals.

  • A Venue survey section of a generated Brindlewick document: four photos from the account's files in a two-by-two gallery, of plates, folded linen, glassware and a candlelit dining table.

    Every photo on the record.

    Galleries of the record's photos, laid out for you.

  • A Pipeline by stage section of a document generated by Docable for the sample brand Brindlewick: a navy bar chart of opportunity value by stage and a pie chart of opportunities by stage in navy, gold and sage.

    Charts from your records.

    Bar, line, pie and doughnut.

Shown only when it applies.

One template. A section that appears only when the job needs it.

Show when any appliance is not safe to use
Landlord gas safety recordFlat 3, Example Terrace
LocationApplianceSafe to use
Kitchen cupboardCombination boilerYes
Living roomGas fireNo
KitchenGas hobYes
Warning notice issuedThe gas fire in the living room was disconnected and labelled Do not use. Do not reconnect until repaired by a registered engineer.
Landlord gas safety record14 Example Row
LocationApplianceSafe to use
Utility roomSystem boilerYes
KitchenGas hobYes
All appliances checked are safe to use.
  • One appliance failed
  • Everything passed

Data and logic

Describe it.
Get a draft.

AI writes the first version. You finish it. It never sees your records.

A solar PV commissioning certificate for the work order
The AI draft open in Docable Studio: a Solar PV commissioning certificate on a Work Order with HelioGrid's logo, a field grid for the work order, customer, site address, asset, serial number and technician, a Scope of work section shown only when the description is filled in, a String readings table that repeats for each inspection, site photos, a commissioning result and two signing lines in the outline; the Assistant panel reports Draft created, describes the document, lists five assumptions and says nothing blocks proof now.

AI agents can now work inside Salesforce. Docable gives them the tools to build documents, and keeps people in charge.

Optional. Everything works without AI. How AI works

Switching to Docable

Already have templates?
Bring them.

From another document tool, or the Word documents your team fills in by hand today. No starting again.

quotation.docx From another tool
Quote for Harrowgate.docx Typed by hand
The top of a quotation Docable generated after Claude rebuilt a Word template from another document tool: the ForgeFlow letterhead, quote number, dates, the customer's address and a table of five quote lines with prices, subtotal and total.

Every moved template stays a draft until a person proves it and makes it live. How moving works

Your brand.
Every time.

One approved Brand Kit styles every document.

  1. ForgeFlow

    Quotation · sample brand

    First page of a quotation generated by Docable for the sample brand ForgeFlow: a project title with the key dates beside it, customer, project and contact columns, and quote lines with a picture of each product.
    The ForgeFlow card in the Brand Kits gallery: its logo, an Active badge with the approved version, its colour swatches, and how many templates use it with which fonts.

  2. Aurevia

    Invoice · sample brand

    First page of an invoice generated by Docable for the sample brand Aurevia: a large serif title, the bill-to address, a sage amount-due card and invoice lines with a picture of each product.
    The Aurevia card in the Brand Kits gallery: its logo, an Active badge with the approved version, its colour swatches, and how many templates use it with which fonts.

  3. Brindlewick

    Account summary · sample brand

    First page of an executive account summary generated by Docable for the sample brand Brindlewick: a banquet-table cover picture, the account name in a serif title, key figures and pictures of the product ranges.
    The Brindlewick card in the Brand Kits gallery: its logo, an Active badge with the approved version, its colour swatches, and how many templates use it with which fonts.

  4. Cindervale

    Letter · sample brand

    A one-page letter generated by Docable for the sample brand Cindervale: letterhead, the recipient's address, the date and reference, and a signed closing.
    The Cindervale card in the Brand Kits gallery: its logo, an Active badge with the approved version, its colour swatches, and how many templates use it with which fonts.
The Brand Kits tab in Docable Studio: New Brand Kit, the Active, Draft and Retired filters, and a card for each kit with its logo, company, version, colours and the templates that use it.

A kit for every company, trading name or division. Pick one per template, or choose it as you generate.

How Brand Kits work

Checked before
it's live.

See the exact PDF and Word file on a real record. A second person approves it first, unless you switch that off.

  1. 1

    Preview it on a real record.

    Pick any record and see its values on the page.

    Docable Studio previewing a Ternbrook delivery note on order TB-DN-55821 for Ashby Garden Centres Ltd: the filled-in page with the delivery address, ordered, delivered and outstanding quantities and an Outstanding items section, and a panel with the record, the answer asked at generation and the proof checks with a Make PDF and Word proofs button.
  2. 2

    Proof the exact files.

    Docable makes the real PDF and Word file, so you check what customers will get.

  3. 3

    Approval, on unless you switch it off.

    A second person approves it first, unless you switch that off. Then a person makes that version live. Earlier versions stay, ready to roll back.

    ApprovedVersion 3 is live. Version 2 is kept.

How approval works

PDF and Word.
One template.

The Word file is a real document. Open it, edit it, send it.

PDF
Word
invoice.docx

PDF and Word output

One record
or thousands.

In bulk, in the background, from wherever work happens.

No per-document fee. No record cap. One price for the whole org.

Automation and API

Look closer.

Real pages, made by Docable.

More than 340 capabilities.

All in the one price.

  • Charts
  • QR codes
  • Barcodes
  • Photo galleries
  • Product pictures in tables
  • Fillable form fields
  • E-signature anchors
  • Watermarks
  • Signature images
  • Picture cropping
  • Text wrap around pictures
  • Picture placeholders
  • Running totals
  • Pivot tables
  • Amount in words
  • Currency conversion with dated rates
  • Subtotals by group
  • Sum, average, min and max
  • Age and tenure
  • Card grids
  • Relative dates
  • Masked values
  • Multi-currency
  • Roll-up summaries
  • Else-if conditions
  • Rules on whole tables
  • Nested rule groups
  • Reusable conditions
  • Pictures chosen by a rule
  • Columns shown by a rule
  • Stop the document on a rule
  • Questions asked when generating
  • Document numbers
  • Flow and Apex values
  • Per-rule preview
  • Nth related record
  • Legal clause numbering
  • Table of contents
  • Footnotes
  • Cross-references
  • Multiple languages
  • Tagged accessible PDF
  • PDF/A
  • Password-protected PDF
  • Append PDFs
  • Window-envelope address
  • Text columns
  • Different first page
  • Snippet library
  • Version compare and rollback
  • Brand Kits with approval
  • Word import
  • Build with AI
  • Rebuild with Claude
  • SharePoint and OneDrive
  • Amazon S3
  • Bulk generation
  • Combined PDF
  • Flow, Apex and REST
  • Agentforce

Explore the product

Lives inside Salesforce.

Documents are made in your org, with each person's own access.

Your Salesforce orgSalesforce
Docable
  1. DesignTemplates, data and Brand Kits
  2. ProofPDF and Word from a real record
  3. ApproveA person makes it live
  4. Made herePDF and Word, in your org

As the person who asks, with their permissions and sharing.

Nothing else leaves.

AI modelTemplates and field names.No record values.Optional. Off until you choose a model.
Your storageSharePoint, Google Drive or Amazon S3.Optional. Off until you connect it.
Both doors are optional, and shut until you open them. Docable works with neither.

Security and data flow

£399 a month
for your whole org.

Any number of people. Any number of documents. Every sandbox included. Or a year upfront at ten months’ price.

Per-user pricingDocableTeam size

Or US$499 a month · £3,990 or US$4,990 for a year upfront · within Salesforce's own limits · Pricing and the savings calculator

Questions, answered.

The ones buyers ask first.

Does our data leave Salesforce?

Not to make documents. Every PDF and Word file is made in your org by Docable's own code, as the person who asks. Nothing goes out unless your admin connects a storage destination or a data provider.

What happens when a technician has no signal?

In the Field Service mobile app they still preview the document, answer its questions, sign and tap Submit. When the phone syncs, Docable makes it with the signatures and photos and files it on the work order. Nothing to tap again.

Why not Salesforce's own Service Reports?

They come with Field Service and do a standard signed report well. Docable adds a Word-like editor, Brand Kits, photo galleries, conditional sections, any object, phone questions, visit packs, PDF and editable Word, and the rest of the org's documents.

Is Docable only for field service?

No. The field is where it stands out. The same product makes quotes, contracts, invoices, statements, letters and reports for every team, with 64 ready-made starters. One tool, one price, for the whole org.

How much work is it to switch?

Import a Word file in Salesforce: its merge fields become Salesforce fields, no AI needed. Claude can rebuild templates from another tool, a PDF or a picture. Each is checked on a real record first. Hundreds? We'll help move them.

Is the AI safe?

AI drafts and checks templates. It never sees your records' values, can't approve or make a template live, and runs with the user's access. Docable brings no AI model: it works with your Salesforce AI or your own Claude.

Do we need AI at all?

No. The editor, the Word import, the starters, proof, approval and every way of making documents work without it.

Who checks a template before it's used?

Your people. A draft is checked on a real record as the exact PDF and Word file, then a person makes it live. Second-person approval is on by default and optional. Earlier versions are kept for rollback.

What does it cost?

£399 a month (or US$499) per production Salesforce org, or £3,990 (or US$4,990) for a year upfront at ten months' price. Any number of people and documents, every sandbox included. Salesforce licences, AI usage and storage are separate.

Ten questions to ask any document tool

Any number of documents.
One flat price.

£399 a month for your whole org: the field, the office, every sandbox. Join the waitlist and be first to install.

Join the waitlistTalk to us