Getting paid · Quotes
My customer wants a paper copy of what they signed
ComputerOpen Get Paid, then Quotes tab, open the accepted quote, Paper copy requested and Download the signed copy, then Mark given.
PhoneOpen Get Paid, then Quotes, the accepted quote, Paper copy requested and Download the signed copy, then Mark given.
When your customer accepts a quote, DeskOps asks for the email their signed copy should go to, filled in with the one you have. Below it there's an option for a paper copy, and they can choose both. The signed copy matters: it carries their cancellation notice. If they ask for paper, you're told in the "Quote accepted" email, and the quote shows Paper copy requested until you mark it given. Download the signed copy, hand or mail it to them, then tap Mark given. DeskOps records the date.