Print or Download Requests as a PDF

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When the Print button is selected, a PDF work order for the request is generated. This contains information such as the map, history, who it is assigned to, comments, and similar.

Important Note:

Some information, such at Latitude and Longitude, does not display when a request is printed as a PDF. Please Export Requests Data instead.

Instructions

  1. Sign in to your site

  2. Navigate to the Requests tab:The CRM home page, with the Requests Tab highlighted.

  3. Check the desired requests:The checkboxes for selecting requests on the home screen are highlighted.

  4. Click Print at the top:The Requests screen with the Print button highlighted.

  5. A PDF will open in a new tab; select the Download or Print options at the top:The Download and Print options of an opened PDF format document.