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Installation Company ERP / CRM

Knowledgebase

How To Export a Service Call Request or Appointment to PDF

To Do This:

  1. Beside your Service request, select the PDF document icon in blue.
  2. A Service Call Work Document will download and use placeholder’s to pull through the relevant information. You can use this document whilst out on a Service appointment.
  3. You can download it and upload it to your documents for your Service Engineer’s to use whilst on site.
  4. Or, you can print this and fill it out at the appointment and take a picture to upload this into the Contract documents.

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