Mobile Printing of Estimates and Invoices
Our technicians want to be able to type up an invoice or estimate when they meet with a customer and print it out to give to the customer. Is there a way to do that from the app without having to email "sending" it to the customer first?
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Hey Karen,
Great question. While there isn't a dedicated print option on the invoice/estimate screen, your technicians can still get a printed copy without sending it to the customer first!
They'd simply need to create the invoice/estimate in the Thryv Mobile App and save it as a Draft. From there, they'd navigate to the Client Card and locate the draft invoice they just created. Once there, they'll see the option to "View Invoice," which will open the invoice in their browser where they can print it on the spot!
We totally understand how a direct print option would make this even easier, and we've noted it for consideration in future updates.
Thanks for sharing, and please let us know if there's anything else we can assist with!
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