AlarmBiller allows Dealers to add documents to a work order and gives the ability to be set that document as Dealer (internal) or Customer (external) facing. Follow these steps below to add a document to a work order
- Go into the work order in question, click on the Utilities tab, click on the Docs tab and then click on the Upload files button
2. Select the desired file and then click Open
3. Under the Security column click on ‘Internal’ switch this to ‘Customer’ push the Save Changes button and then Save the work order
4. When you email the customer the work order, the document you saved will be added as an attachment
