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Printing workorders as Quotes:

The base permissions assigned in HITS have undergone some changes. Technicians are now authorized to process work orders, accept payments, handle Advance/ROA payments, close invoices, print, and perform end-of-day procedures. In addition, SalesReps now also have permission to take Advance/ROA payments as part of their standard access.

A new print option has been added, enabling users to print open work orders as quotes. This functionality allows you to provide customers with a professionally formatted invoice, featuring the Gills Point S logo and detailed line-item pricing. The document will be watermarked with the word “QUOTE” and will include a disclaimer at the bottom. This option is particularly useful when customers require an invoice for submission to insurance providers or employers as proof of work to be completed for payment. To utilize this feature, simply open the desired work order, select print, and choose "Quote" as the Print Format instead of "Tech Sheet."

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Below is an example of the printed format:

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