08-25-2022 11:31 AM - last edited on 05-10-2023 01:17 AM by LBabayan
Is there a way to see which items were emailed to the customer along with the invoice eg: warranty registrations, rebates etc
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08-26-2022 06:51 AM
On the job page there is an audit trail of everything that would have been sent to the customer related to that job
08-26-2022 09:43 AM
Could I be applying the documents to the job incorrectly or am I looking in the wrong place?
I can see that the invoice has been emailed in the job audit trail. I am attaching the warranty and permits as PDF's in the job and I can see them there. When the invoice is emailed and the warranty and permit PDF's are attached everything is being emailed to the customer but the job audit trail only shows the invoice as having been emailed.
08-26-2022 06:51 AM
On the job page there is an audit trail of everything that would have been sent to the customer related to that job