Generate maintenance and supplier-job PDFs
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use admin/supplier actions to produce work evidence.
Where to goAdmin Area → Maintenance & Jobs → open request/job → PDF
Before you start
- Use an account with Authorised maintenance staff and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Use admin/supplier actions to produce work evidence. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Maintenance & Jobs → open request/job → PDF.
- Select the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Go to the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields and options
Exact actionGenerate maintenance and supplier-job PDFs
Exact navigationAdmin Area → Maintenance & Jobs → open request/job → PDF
Module version1.0.0
Access ruleAuthorised maintenance staff
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Maintenance requestProperty, tenant, subject/issue, priority, status, supplier, assignee, cost and administrative note.
Supplier work orderJob title/description, property/manual address, allocated amount, supplier notes, photos and completion evidence.
Financial linkSupplier invoice status, amount/final amount, payment mode, transaction ID and payment comments.
Rules and limits
- Verify property, tenant, supplier and cost values.
- Maintenance hub visibility is tied to customer-view access in the registered menu.
- Supplier completion can create a Pending supplier invoice when one does not already exist.
Check it worked
- The supported generate maintenance and supplier-job pdfs flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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