Send and Print Documents Popup
How the Distribute Documents popup chooses templates, unlocks print, email, and text actions, and handles service-date templates.
Read articleShared Popups help
Help for Shared Popups in Work Planner.
Articles
Send SMS Popup
How the Send SMS popup handles recipients, SMS credits, variable tags, previews, and blocked sends.
Read articleSend Email Popup
How the Send Email popup works, what each recipient and content field does, and how previews and attachments behave.
Read articleModel Selector Popup
How the generic selector popup works for choosing customers, jobs, services, payment methods, invoices, and other linked records.
Read articleAddress Lookup Popup
How the Address Lookup popup works, when it is available, and what happens when you use a selected address.
Read article