Upcoming New Invoice Feature checkbox

Steven Kushner

• November 07, 2019 22:23

From the Webinar it sounds like invoices will be in the upcoming releases.  Quite often the realtor will be one of the report recipients.  I only want to send the invoice to the client.  Can we have a "deliver to" check box?  It would be similar to the report recipients check that currently exists.

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• Official comment

  

  Michael Wirth

  • November 10, 2019 17:48

  Interesting idea Steven !

  I think there will need to be multiple levels of permissions on the documents associated with a Job. I don't think anyone but you or the client would need to see the Agreements either.

  There may also be the need for no one but you to see other documents or data about the Job.

  Are there any more things that would make sense for the client to only see?
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  Steven Kushner

  • November 19, 2019 17:25

  Thank you. Besides invoices anything else would be dependent on the App's ability to accommodate attachments.  So the list I can think of now for additional documents in which selected delivery would be useful would be; Termite inspection reports (NPMAA-33), Summary page(s), Invoicing, and "Supplemental Memo".  

  Sorry it took me so long to get back to you.

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