How to send an Inventory List to a customer

Overview

A common practice after a Survey appointment is to send your customer a list of their Inventory for signoff. This article will walk through how to access and download this document for sharing. 

Accessing Documents

Start by navigating to the Documents tab on the right-hand toolbar:

Generating the Inventory Review document

1. Start by clicking on the Documents icon on the right-hand toolbar on the Project Page

2. Click on the blue "+" button and select Add new document

3. Select the relevant job and search for Inventory Review

4. Check the Inventory Review document

       

5. Now Generate the template

6. This newly generated document will now be listed under the Incomplete section where it can be Printed

7. Once the Print window opens, the document can be Printed or Downloaded 

Note: If you're looking to send this document through Proposals (Quote or Confirmation flow), please check out the Personalizing Quote and Confirmation Processes for Different Types of Projects article to learn how to add this document by default to either process