Sometimes an engineer can complete a certificate but then realise there is a mistake. In this instance, the engineer can amend the certificate on his mobile device.
How to edit a certificate on your iPhone:
- Click the menu icon (3 horizontal lines) in the top left corner this will open up the search bar you can enter your job number that is attached to the certificate you want to amend.
- Tap into the job, and then tap 'More'.
- Tap 'Certificates' to show you a list of certificates attached to the job. From the list tap the certificate
you want to amend and Tap the certificate and tap 'Clone certificate'.
- This will create a duplicate of the certificate and save it as a draft. You can then tap into the drafted certificate and make the relevant changes and then send it to the customer.