A customer pack is the bundle of documents a customer is sent when a job is completed. Build a pack per installation type so the right paperwork goes out automatically every time.
Steps
Open Customer Pack under Settings, Sales & Quoting:
- Turn on Enable customer information packs so packs are sent automatically when a job is completed.
- Pick an installation type tab, such as EV Charger.
- Tick the documents to include in the pack for that type.
Sent packs appear in the customer portal’s documents and in the handover pack. You can see packs that have been generated under Customer packs.
