What is the purpose of "Share Link" in the Action dropdown?

• Related Articles

• How do I link or reference the Incident data to an Employee Write-up record?

  After creating the Incident Record, go to bottom of page and click on Action box and Select "Copy internal Link." Then paste this link into the Employee Write up record in the Note field.

• How do I share a file with a client or vendor?

  To share a file with a client or vendor, go to the Files module and select the File you want to share. Here, there will be a person icon, if you click that it should enable you to show it in PDFs and share it with the client. If you wish to email it ...

• How do I link a Contractor to a Bid Package?

  To link a Contractor to a Bid Package, you would need to create one first. To do so, go to Menu and then choose Estimates and open the Estimate and go to Bidding and click on Create Bid Package. Here, click the Bidders tab and you can start adding ...

• How do I share files attached to the Estimate with the Customer or Lead?

  To share files attached to the Estimate, you would need to enable it to show in the PDF. To do this, please go to the Menu and select Estimates and pick the Estimate you wish to enable image sharing and enter Edit mode which is the pencil icon on the ...

• What is the purpose of a T&M invoice?

  The purpose of a T&M Invoice is to gather up the transactions over a period of time and bill them back to the customer. This is applicable when there isn't a fixed contract but is paid by the hour.