Reviewing the contract

Walk through the contract preview before generating the PDF.

Where this lives: Customers → Appointment → Summary → Contract
For: Admin
Manager
Customer Care
Sales

Step 1 — Open the contract preview

TODO(steps): describe how to open the contract preview on this screen.

Screenshot coming soonMac — Contract preview/screenshots/support-running-an-appointment-reviewing-the-contract-01-mac.png Screenshot coming sooniPad — Contract preview/screenshots/support-running-an-appointment-reviewing-the-contract-01-ipad.png

Step 2 — Check the cover totals

TODO(steps): describe how to check the cover totals on this screen.

Step 3 — Scroll line items and wills

TODO(steps): describe how to scroll line items and wills on this screen.

Step 4 — Open Generate PDF if it's clean

TODO(steps): describe how to open generate pdf if it's clean on this screen.