Overview

Printer-friendly versions of your customer service plans can be accessed from the plan details page. At this time, printing is available only for plans that have been attached to a customer.

Page layout varies based on the status of the customer service plan when it is printed, and includes signature lines or accepted date information when applicable.

Printing a customer service plan from the Service Plans Dashboard

Printing Plans From the Service Plans Dashboard

  1. Open the Service Plans Dashboard from My Apps.

  2. Click on VIEW ALL to view your plans.

  3. Select a plan by clicking on it.

  4. Once in the service plan details, click on the “…” button in the top right corner. Select Print Service Plan from the dropdown.

  5. Select Save as PDF in the Destination drop-down to download, or connect to your local printer to print.

Printing a customer service plan from the customer profile

  1. Go to the customer's profile and select the plan you’d like to print.

  2. Once in the service plan details, click on the “…” button in the top right corner. Select Print Service Plan from the dropdown.

  3. Select Save as PDF in the Destination drop-down to download, or connect to your local printer to print.

For more information about Service Plans, please see Service Plans FAQs

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