Review and send the receipt

The receipt detail is your control room: send it, print it, manage its photos, and bill the work. SMS is available only when the customer has a phone number, has consented to texts, and has not opted out; see Customer Text Messages for consent and template setup.

1. Send the receipt by email, text, or Send All.
2. Check the Sent History for what went out, to whom, and when.
3. Click Download PDF for a printable copy.
4. Add a receipt photo taken at sign-off.
5. Note how the job photos keep the notes your techs added on site.
6. Open the receipt photo and remove it with the trash button.
7. Click Generate Invoice to bill the work straight from the receipt.