Skip to main content
All CollectionsEstimates & Work Orders
Attaching Material Labels and SD Sheets to a Work Order email
Attaching Material Labels and SD Sheets to a Work Order email

Take four steps to include them

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Include Material Labels and SD Sheets to a Work Order email. Some states require this. But it's also important to your commercial accounts for their audits.

Key Points

To attach Material Labels and SD Sheets to a Work Order email, adjust four settings in:

And, of course, add the material in the Work Order.

Settings/Work Orders

In Settings/Work Orders, click the check box for [x] Include SDS and Label links

Settings/Materials

In Settings/Materials, open a material and attach the SD Sheet and Material Label by clicking the Choose File button. 

Find the PDF file on your computer, click it and click the Open button. 

Repeat with the other PDF file. Repeat with other materials.

Settings/Document Templates

Add the {attach_SDS_and_label} placeholder in the Work Order email template along with some verbiage, such as: 

If a material was used in your treatment you can view the Safety Data Sheet (SDS) and the material label by clicking the links below: {attach_SDS_and_label} 

Settings/Customer Portal

Enable your Customer Portal, [x] Portal On/Off, and and select [x] Display SDS Sheets in Portal

For more information about setting up the Customer Portal, see Online Portal - Getting Started Guide 1 of 2

Add the Material in the Work Order

In the mobile app, tap + Add to the right of the MATERIAL USE tab.

Add the material and enter the information for it as you normally do.

The Work Order Email

When you complete the Work Order, the email sent to the customer will contain the links for the Safety Data Sheet (SDS) and the material label.

Did this answer your question?