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.

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.