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Download and deliver documents
Choose the right document and check the recipient before sharing it.
Before you start
- Review the document and client contacts before sending anything.
Choose the document
In Documents, choose the service report, work order with or without prices, or another available document. Check the version and whether the recipient should see prices.
Download or share
Use the download action to save a copy. If using the work order’s email or sharing options, check the recipient, attachments and message before confirming.
Check delivery
Review the confirmation and Communications tab when sending through Fieldbase. If sharing through another app, check delivery there. Generating a file does not automatically send it to the client.
Check the result
The client receives the reviewed document through the chosen channel and can identify the work it relates to.
If something gets in the way
Did the email fail to reach the client?
Check the address and communication record, including any errors. Ask the client to check their spam folder. Avoid repeated resending without checking the first delivery’s status.