Follow these steps to print the details of a service:
- Log in to the CRM.
- Go to Inventory.
- Select the Services module. The Services page opens.
- Select the service record you want to print.
- Click the ellipsis displayed beside the service name.
- Click the Print button to print or export the Service details.
- Select any one of the following options:
- Edit & Export to edit the template and export the service information
- Email with PDF to send the service details as a link through email
- Print to get a hard copy of the service
- Save as PDF to save the service in your system
To learn more about Services, click
here.