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Printing Service Plans

How to print or download a PDF copy of an existing customer service plan.

Nate H avatar
Written by Nate H
Updated this week

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 accepted date information when applicable.


Printing a customer service plan from the Service Plans Dashboard

  • Open the Service Plans Dashboard from My Apps, then click Service Plans.

  • Click on VIEW ALL to view your plans.

  • Select a plan by clicking on it.

  • Once in the service plan details, click on the 3 vertical dots button in the top right corner. Select Print Service Plan from the dropdown.

  • 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

  • Go to the Customers tab at the top of your navigation menu, click on the customer's profile, and select the plan you’d like to print.

  • Once in the service plan details, click on the 3 vertical dots button in the top right corner. Select Print Service Plan from the dropdown.

  • 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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