Field Technicians Ability to download previous invoices through History

[Shelbyc]

Our Sales Team needs access to be able to download a PDF of a customers install invoice. Unfortunately our only option right now would be to manually email them each invoice, or to set them up with an office login to be able to search/save them themselves.

Would love to see a 'download invoice' option in the 'History-Previous Invoices' section.

[mtabor]

Hi Shelbyc! What would your Salesman do with the invoice once downloaded on their tablet?  

[Shelbyc]

They are required to upload a PDF of the invoice through our manufacturers website. The invoice is required to include the serial numbers, and without being able to download the invoices, this is not possible.

[Steveng]

That's a good idea.  We use similar workarounds as well.