In your account, open the saved record and choose Preview before sending. Customer page shows the customer-facing page, PDF shows the printable document, and Email shows its subject, body, and SMS text. Drafts work too. Preview sends nothing and does not mark the record viewed; acceptance, signing, and payment actions are disabled. Save form edits first.
A completion receipt gives the customer a clean record of what your crew finished. Create one from a completed job, check the details, and send it while the work is still fresh. Each section below is a live copy of the real screen, filled with simulated demo data: work through the steps right in the page.