See which sheets your jobs get
Settings › Paperwork lists the sheets TrakkHQ fills in for your jobs and which ones go with the invoice.
- Open Settings and choose Paperwork, just below Jobs and dispatch.
- Your sheets lists each sheet with One per (for example, one per job), Used for (all clients, or one client only) and Goes with invoice.
- Proof of delivery is the standard TrakkHQ layout, made for each job with a POD. Goes with invoice says how many of your clients have it attached.
Only admins see Paperwork.
Common questions
Can I change the sheets here?
Not yet. The list shows what TrakkHQ does today. Building your own sheets is coming.
How do I send the POD with a client's invoices?
Open the client on Clients and switch on "Attach POD PDF to invoice".
Where do I see one client's sheets?
Open the client on Clients. Its Paperwork card lists the sheets its jobs get and whether each goes with the invoice.