In this article, you will learn how to generate and send custom documents using the Workiz mobile app.
Your Workiz account will automatically come with three document templates that you can send to your clients: estimates, invoices, and work orders.
While these documents can be customized to fit your business’s needs, you can also use the Custom Documents add-on to create custom documents from scratch to be used for different purposes.
You can easily send these documents to your clients using the Workiz mobile app.
How to generate and send custom documents
In order to generate a custom document from a job, you will first need to:
- From the mobile app, open the job you want to generate a custom document for
- Select the Finance tab
- Next to Documents, select
- Select the custom document you want to generate
- Select > Send document
- Complete the required fields and select Send