Step by step
- Open the completed job (menu › Completed jobs).
- In the Job completed box, tap Email job sheet to send it to the contact, or Create PDF only to make the PDF without sending it.
- Tap Open the PDF to view it.
If it fails
You see the reason, for example "PDF created, email not sent: …". A failed send is recorded and the office is told.
Works together with
- Customer signature and the job sheetThe last finish step: the customer signs on your screen (or you record why there is no signature) and the job sheet PDF can be emailed to them straight away.
- See jobs you completed recentlyYour last 30 completed jobs are in the menu, so you can check what you wrote or send the job sheet again.
- Documents & emails: replies, office copy and footerWhere customer replies go, which address gets a copy of every job sheet, the footer of every email, and which automatic emails SubClik sends.