View Stock & Equipment Worksheets on the Web

  • Updated

Where Worksheets have been attributed to Stock or Equipment in the back office, these can be viewed on the website once a job is completed.

  • Navigate to: CRM → [side menu] Contacts → [tab] Contacts → select contact → view → [tab] Jobs → [subtab] Jobs → select job → View → [tab] Job result → [subtab] Worksheets

From the Job result Worksheets subtab, the spanner icon will advise if stock worksheets are attached.  Click actual job stock to view the items

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Items with a blue icon to the left of their description have a Worksheet attached.  Pressing on the icon will display a View worksheets popup.  Click on it to display the Worksheet.

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