Service Provider Users can generate case related PDFs using the Print/PDF Actions at the bottom of the Editing Case page. Click the link Print/PDF Actions for all options.
Print Estimate
There are ten estimate options that can be selected to default as checked when printing an estimate for a fleet or non-fleet customer. They can be set by a user with administration privileges by going to Admin -> Customize Your Database. Under Service Customization select Estimate PDF Configuration.
Print Parts Card
Generates a PDF listing the part number and description for any part added to the case. Uncheck Part Numbers to only print the part description. Click the Part Prices option to include part prices on the report.
Print Labor Card
Generates a PDF showing the labor breakdown for each operation on the case.
Print Case Notes
Generates a PDF with all the notes in the Conversation section of the case.
To print one of these documents:
- From the Editing Case page, click PRINT/PDF ACTIONS toward the bottom of the page in the Print Case and Estimate section.
- Select the document to print and click the PRINT button.
- The document will open in a new browser window.
- From there, you can download or print the document using your browser print options.
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