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Create a report, quote or invoice for an asset defect
Create a report, quote or invoice for an asset defect

How to add a defect to a Report, quote or invoice

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

To show a defect on a Quote, Invoice or Report, add the job where the defect was raised to the document

Customise the template to show defects

Create a Quote, Invoice or Report for the defects

Open the job where the defect was raised and click add quote, this will add all defects raised on this job to the quote. Click on the down arrow on the invoice button to select Quote or Report. This will also add any items on the job to the quote, If this is a quote or invoice for the defects only you might need to adjust the items before sending it to the customer.

Select the template that is set to show defects

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