Looking to remove Make, Model & Serial Number from Estimate/ Install Job Invoice when client ( or office) print out. We were able to get the Model off but was told we can not remove the Make or Serial numbers
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09-20-2021 12:05 PM
I think it would be great if we could take that information off
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09-24-2021 12:50 PM
Yes we have done that already. Management is looking to get rid of the Make ( Manufacturer) & the serial number from invoice as well.

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09-24-2021 12:42 PM
My understanding is there is a setting your CSM can enable on your account that would hide the equipment model number from customer invoices. Here is a link to the video on how the setting works.
