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Documents on the Mac

Print a document, save it as a file or open it in Preview from the tow ticket, release form, lien notice, repair order, invoice or statement.

For
OwnerService advisorDispatcher
Hosting
Any hosting
Devices
Mac
Business
All businesses

Checked against Pop Dispatch 0.1.0

Pop Dispatch makes your paperwork on the server. You will be able to print a document, save it as a file or open it in Preview.

Before you start #

Documents need the server, so this Mac needs a connection. Set the business name, logo, address and phone in Settings, Business address. They print in the header of every document.

Steps #

  1. Open the record that holds the document. A Documents menu appears there:
    • Tow ticket: in the call detail.
    • Release form and Lien notice: in the yard record and in a private-property impound.
    • Repair order: in the repair order and in the estimate.
    • Invoice: in the invoice.
    • Statement: on a billing account statement.
  2. Choose Print, Save as a file or Open in Preview.
  3. The server makes the document and your Mac does what you chose. Save as a file asks where to put it.
Technical details

The lien notice prints the wording saved for your business. Check that wording before you print notices.

If something goes wrong #

  • The menu is greyed: the Mac is offline. It returns with the connection.
  • The header misses your address: fill in Settings, Business address.