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Print or Send Documents

To print or send an inspection, estimate, or invoice to a Client via email or SMS, from the main menu located on the left of the application, click on Clients > Clients. Select the Client from the list.

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Under the Documents tab, click on the icon associated with the action you want to take according to the legend below:

  • Download the document
  • Sign the document 
  • Print the document 
  • Send the document by email 
  • Send the document by mobile phone 
  • Delete the document 
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