Service Provider Users can generate case related PDFs using the Print/PDF Actions section on the Editing Case page.
Generates a PDF of the current version of the estimate that the customer received.
Print Estimate w/o labor hours
Generates a PDF of the current version of the estimate without labor hours included on the document.
Generates a PDF with all the notes in the Conversation section of the case.
Print Parts Card
Generates a PDF listing the part number and name for any part added to the case.
Print Parts Card w/prices
Generates a PDF listing the part number, part name, and price for each part added to the case.
Print Labor Card
Generates a PDF showing the labor breakdown for each operation on the case.
Generates a comprehensive PDF including the estimate, notes, parts card and labor card.
To print a case information document:
- From the Editing Case page, click on your chosen case information document link toward the bottom of the page in the Print/PDF Actions section.
- A preview window will pop up to show you the PDF you are about to print.
- From there, you can download or print the document using your browser print options.
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