Emailing Inspection, Permits, and Invoices together
Purpose
- To demonstrate how you can email Inspection, Permits, and Invoices together.
Video
Instructions
1. After completing an Inspection, linked Permits and Invoices can be sent out via email together with the Inspection report.
2. These are linked Permits and Invoices.
3. Navigate to the Inspection Report.
4. Click on Include Linked Reports.
5. Click on expand to view the linked reports.
6. Linked Permits to be sent together with the Inspection Form.
- Deselect any Permits that are not to be sent.
- Leaving Multi Permit selected will put all Permits on one Permit Form.
7. Linked Invoices to be sent together with the Inspection Form.
8. Click on Send.
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