Here is an example of a ‘Location Details’ page, which will display documents linked to Installed Products under a specific Location. The steps below are the same for all the Details pages mentioned above.

1. Documents tab
2. Filter section
3. Apply Filters button
4. If you wish to view an individual document, click on the hyperlink
5. However, if you want to view and/or download one or many documents check the box for each line
6. Click the “Download” button
   

Type of Documents
Document types available:

• Customer Service Report (CSR) – Engineer’s summary of the service performed.
• Test & Inspection Results – PM specific report based on the feedback from the engineer.
• Quotations – containing status:
  - Sent – quote sent to the customer not yet accepted (or rejected) by the customer.
  - Accept – quote accepted by customer.
  - Amended - quote, based on earlier accepted quote, that has been modified (within agreed upon terms) to reflect actual reported hours and used parts.