Guide for personal usersChange audience

Documents from your installer

View work orders and invoices as a customer

Invited customers can see only the business documents released for their own record when Admin is available.

When availableUpdated:

Step by step

  1. Sign in with the account that accepted access to the record.

  2. Open Admin if shown, then choose Work orders or Invoices.

  3. Open a completed work order to view work, any signature and customer-visible photos.

  4. Open a final invoice and use its PDF or UBL download. Android may open a system viewer or sharing action.

  5. Contact the installer managing the record about missing or incorrect documents.

Good to know

  • Customers cannot see drafts, internal photos or financial management actions.
  • A missing Admin button may also mean the feature is temporarily unavailable.

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