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Email a Work Order in FleetLogic

Describes how to email a work order as a PDF attachment to an email address of your choice in FleetLogic.

Type

How to

Audience

All

Products

FleetLogic web and mobile applications

Context

Email a work order as a PDF when you need to share a work order with someone that does not have access to FleetLogic, but still needs the work order information. For example, if your technician carried out a repair on a piece of equipment and later a customer disputes the condition of the equipment at the time of the repair, you can email a PDF of the work order to show the customer the results of the inspection the technician carried out.

 

Note: You must enable the company email service in FleetLogic to use this functionality. See: “Enable the Company Email Service in FleetLogic” for more information.

Before You Begin

Required: Internet connection, valid FleetLogic login credentials and access permissions, company email service enabled, existing work order, and existing email address

Optional: Mobile device with an internet connection

 

Steps

To email a work order, do the following:

  1. In the FleetLogic menu bar, navigate to Work Orders
    The list of existing work orders opens
  2. Click the work order you need to view the details of
    The work order details page opens in the main area
  3. Click Email
    The email pop-up opens
  4. Type the email address of the recipient in the Email PDF field
  5. Click Send
    The work order is emailed as a PDF attachment to the specified email address

 

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