- Search the customer and click on the edit button
You should be directed to the following screen for the customer.
2. Click on Forms & Checklists to access the tab on the customer window.
3. On the Forms & Checklists tab, you find 2 different sections titled Checklists & Forms.
4. On the Forms & Checklists tab, you will be able to see the Ticket Number, the date & time the form was created & also the details of the technician/office dispatch who created the form. The option to download the form is towards the right of each form & checklist.