That passcode isn’t right.
The tech only sees the ones you check, already filled in with the customer’s details. Nothing checked means no forms on this job.
The tech only sees the ones you check, already filled in with the customer’s details. Nothing checked means no forms on this job.
PDFs or photos for this job — an invoice, a permit, a spec sheet. Choose who can see each one before you pick the file.
Office only — notes are never shown to the customer or the technician.
Add or remove the people who show up in the Assign to list and in the technicians’ portal. Changes apply right away — no file editing.
