Your carefully tracked records are only valuable if you can share them. Now you can generate polished PDF reports with one click—complete with attached documents and images.
You've been diligently tracking your vehicle maintenance or your home improvements. But when it's time to actually use those records—selling a car, filing an insurance claim, or proving capital improvements to reduce your taxes—you need more than a list on a screen.
That's why we built PDF export. With one click, transform your EstateHelm records into a professional, printable document that includes all your data plus any attached invoices, photos, and documents.
Hand buyers a complete maintenance history that proves your car was well cared for
Submit documented records of your valuables, receipts, and photos
Document capital improvements to reduce capital gains when you sell your home
Generate a PDF from any share package to give someone a permanent copy
Buyers pay more for vehicles with documented maintenance history—studies show up to 10-15% more for cars with complete records. But nobody wants to sort through a shoebox of receipts.
With EstateHelm, you can generate a professional PDF that shows every oil change, tire rotation, brake job, and major service—with dates, mileage, costs, and the original invoices attached.
Create the share package before listing your car. When buyers ask for service records, you can either share the link (they can view it online) or download the PDF to email or print.
Here's something many homeowners don't realize: capital improvements to your home increase your cost basis, which can significantly reduce your capital gains tax when you sell. But you need documentation to prove it.
A new roof, kitchen renovation, bathroom remodel, HVAC system, or addition—these are capital improvements that add to your home's basis. When you sell, you subtract your basis from the sale price to calculate your gain. Higher basis means lower gain and less tax.
You bought your home for $300,000 and sell it for $500,000.
Without documented improvements: $200,000 gain (after exclusions, you might owe tax on some of this).
With $75,000 in documented capital improvements: Your basis is now $375,000, so your gain is only $125,000.
That's $75,000 less in taxable gains—potentially saving you thousands in taxes.
With EstateHelm, you can generate a PDF of all your home improvements with contractor invoices attached—exactly what you need for your accountant or the IRS if they ask questions.
When disaster strikes—theft, fire, flood, or accident—the last thing you want is to scramble for receipts and photos. Insurance companies want documentation, and the more thorough your records, the smoother your claim.
With EstateHelm, your home inventory, valuables, and vehicle records are already organized with photos, purchase receipts, and appraisals attached. Generate a PDF and submit it with your claim.
The best part? Building these records is effortless. When you get a service invoice, contractor receipt, or bill in your email, just forward it to EstateHelm. Our AI reads the document and extracts all the details automatically.
Every forwarded email builds your record automatically. When you need to generate that PDF, all the data and attachments are already there—organized and ready to export.
Select the records you want to include—a vehicle's maintenance history, your home improvements, or a collection of valuables.
From the share page, click the download button. If your package includes attachments, we'll ask if you want to include them.
Your PDF includes all record data, embedded images, and merged PDF attachments—one comprehensive document ready to print, email, or upload.
Forward your next invoice and watch your records grow. When you need that PDF, it'll be ready.
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