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Sharing a Field Report in Cappsure

Sometimes Cappsure users may want to share a Field Report with a customer, vendor or possibly internal team member, without the need for them to log into Cappsure.

The video below provides one option for sharing any Field Report within Cappsure regardless of the completion stage – from Un-submitted Maintenance Reports to Pending Work Orders, etc.

The View/Print link discussed in the below video can also be paired with our new Zapier integration and could, potentially, be automatically logged in your Company’s CRM or included on an invoice sent out from your accounting system like Quickbooks, Freshbooks, etc. Read more about Zapier here: Cappsure Integrates With Zapier!

 

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